Charlie E. Roberts

New England Investment & Retirement Group, Inc. offers financial planning services to individuals as well as small and mid-sized businesses. The firm provides wealth management, investment advisory, risk management & asset protection, retirement & sufficiency plan, estate & charitable planning and group planning services. NEINV was founded in 1995 and is headquartered in North Andover, MA.

Voya Institutional Plan Services LLC provides retirement plans and insurance services. It offers investment advisory, broker-dealer and transfer agency services. The company is headquartered in Windsor, CT.

Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Unaffiliated channel, Wealth Management channel and Institutional channel. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.