Concord Wealth Partners

Marissa Klaers is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Concord Wealth Partners. Her prior roles include positions at Purshe Kaplan Sterling Investments, Personal Wealth Partners, LPL Financial, and H. Beck, Inc. She also holds a notary public commission. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, employing a tailored investment approach that includes mutual funds, ETFs, alternatives, and complex strategies as appropriate to client objectives.

Gary Aiken is a financial advisor at Concord Wealth Partners with six years of industry experience. He holds a Series 65 designation and has previously worked at AAFMAA and AAFMAA Wealth Management & Trust LLC. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting with a focus on tailored asset allocation and cash management.

Daniel Thornton is a financial advisor at Concord Wealth Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch prior to joining Concord Wealth Partners in 2020. Outside of his advisory role, he participates in a family business focused on marketing baseball-related products as a teaching project for his children. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals—including high-net-worth clients—as well as corporations, trusts, estates, and charitable organizations. The firm emphasizes tailored asset allocation and cash management, operating with discretionary authority and engaging sub-advisers when appropriate.

Adam Waitkevich is a financial advisor at Concord Wealth Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Coppertree, LLC. He is also the principal owner of Divorce Financial Solutions, LLC, providing financial forecasting reports for divorcing couples. Additionally, he serves as a board member of the nonprofit Kevin Youkilis Hits for Kids. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers tailored financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, alternatives, and structured products.

Rebecca Blevins is a CFP® with 13 years of experience in financial advising. She has worked at Concord Wealth Partners since 2022 and previously held roles at Andersen, United Capital Financial Advisers, LLC, and Hfi Wealth Management. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, using tailored asset allocations and a range of investment strategies to meet client objectives.

Edward Zywien is a financial advisor with Concord Wealth Partners in Worcester, MA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Concord Wealth Partners in 2021, he worked at Coppertree, LLC and Triad Advisors LLC. He is also involved in insurance sales for approximately three hours per week. Concord Wealth Partners is a team-based registered investment adviser managing about $1.07 billion for over 1,200 clients, including individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, with an investment approach that emphasizes tailored asset allocation, cash management, and the use of various strategies including mutual funds, ETFs, alternatives, and complex instruments.

Cody Anderson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on building long-term, personal relationships with clients to understand their financial and personal priorities. He collaborates with clients to develop tailored financial plans, utilizing Fidelity's extensive resources and his specialized knowledge of employer benefits. Prior to his current role, Cody worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he was a Financial Advisor at Edward Jones from 2019 to 2021. His career experience spans various aspects of financial advising and benefits planning, emphasizing client trust and professional development.

Tyler Caveness is a CFP® with 10 years of industry experience, currently serving at Concord Wealth Partners since 2017. Prior to that, he worked at Lopez Wealth Management, LLC for one year. Outside of financial advising, he consults on SaaS projects for DXC Technology, and he is the founder of two companies focused on software engineering and bookkeeping. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion across individual, corporate, trust, estate, and charitable clients. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting while tailoring strategies to client objectives and utilizing a range of investment vehicles including mutual funds, ETFs, alternatives, and more complex strategies where appropriate.

Jonathan Weatherly is a financial advisor at Concord Wealth Partners with 22 years of industry experience. He has been with Concord Wealth Partners since 2004. Weatherly holds a Series 66 designation and serves on advisory boards for Pershing NetExchange and Dunham & Associates. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, tailoring allocations to client objectives and incorporating a range of investment strategies including mutual funds, ETFs, and alternatives.

Justin Lopez is a financial advisor with Concord Wealth Partners, holding a Series 65 designation and 10 years of industry experience. He has worked at Concord Wealth Partners since 2017 and previously operated Lopez Wealth Management LLC from 2015 to 2017. Outside of advising, he serves on the board of directors for ZRH Holdings, LLC, a manufacturing company. Concord Wealth Partners is a team-based firm managing approximately $946 million in client assets. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base, employing an individualized, generally discretionary investment approach with an emphasis on asset allocation and diversification.

Jonathan Lopez is a financial advisor at Concord Wealth Partners with 40 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes long-term roles with the Financial Leadership Council and the Gerson Lehrman Group, as well as entrepreneurial ventures including leadership positions in marketing, motorsports, and multiple investment-related businesses. He is also involved with nonprofit organizations such as the Boys & Girls Club and the Whites Mill Foundation. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, tailoring allocations to client objectives and incorporating a range of investment strategies including mutual funds, ETFs, alternatives, and complex instruments.