Our Team

At our firm, we have the client—and only the client—in mind.

Meet Our Team

Garrick A. Peters, CFP^®

Founder, Private Wealth Planner, Portfolio Manager

garrick.peters@salientwealthsolutionsgroup.com

I am the proud founder of Salient Wealth Solutions Group, where I specialize in comprehensive wealth planning, corporate retirement plan design, retirement planning, and portfolio management. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®)...

Jonathan Pineda

Registered Client Service Manager

310-531-1004

jonathan.pineda@osaicfa.com

Jonathan Pineda began his career in Wealth Management in 2010 after graduating from U.C. Santa Cruz with a degree in Business Management Economics. He has held analyst and client service roles within the Wealth Management industry and...

Home Office

Aaron Huntoon, M.B.A., CRPC®, CBEC®

I joined Lincoln 20 years ago and have served on the planning teamconsulting on comprehensive financial plan design and technical topics withLincoln Financial Network advisors nationally. I have served as SagemarkConsulting Private...

Barbara P. Phipps, J.D.*,CBEC®, CRPC®

Sr. Consultant, Intellectual Capital, National Planning Institute

I joined Osaic via the acquisition of Lincoln Financial Advisors. and have been part of the National Planning Institute for 22 years. I started in the Pittsburgh office and moved to the Boca Raton office over 15 year ago. The highlight...

Christopher Fromm, ChFC®, CFP®, CBEC

I joined Osaic via the acquisition of Lincoln Financial Network. I joined Lincoln Financial Advisors/Sagemark Consulting in 2001 and specialize in comprehensive financial planning for highnet-worth individuals with expertise in estate...

Donna Rowan, J.D.*,LL.M., CLU, ChFC

AVP, Intellectual Capital, National Planning Institute

I am AVP, Financial Services Legal Regulatory (National Design/ Advanced Planning) based in Hartford, Connecticut. My expertise is in advanced planning case design and tax and legislative monitoring and reporting. I principally support...

Jon Lee, CFP®, ChFC®

Areas of expertise: Comprehensive financial planning, Estate Planning, Life Insurance Education: Bachelor of Science from University of California, Davis Professional designations:CFP®, ChFC® Years of service: 6 (17 Industry)

Robert Abel, J.D.*, LL.M., M.B.A

I am a VP of Financial Services Legal Regulatory (National Design/Advanced Planning). I joined Osaic via the acquisition of Lincoln Financial Network (LFN). Prior to joining LFN, I worked at Connecticut General Life Insurance Company....

Osaic FA Associated Financial Planners

Denny Bilikas

Private Wealth Planner

310-531-1002

Denny Bilikas brings over 23 years of experience to help business owners and their families thrive financially and leave lasting legacies. Starting in 2000 at ML Stern & Co. in Beverly Hills, Denny specialized in managing wealth for...

John P. Schlatter, CFP^®

Private Wealth Planner

310-531-1026

John Schlatter, the youngest of seven children and a New York native, has always understood the true meaning and importance of family and all that it takes to work together in both the good times and the bad. For this reason, choosing...