Board Member

• 2022 - Present

BBB’s mission is to be the leader in advancing marketplace trust. We do this bySetting standards for marketplace trustEncouraging and supporting best practices by engaging with and educating consumers and businessesCelebrating marketplace role modelsCalling out and addressing substandard marketplace behaviorCreating a community of trustworthy businesses and charitiesBBB sees trust as a function of two primary factors – integrity and performance. Integrity includes respect, ethics, intent, and working toward a diverse, inclusive and equitable marketplace. Performance speaks to a business’s track record of delivering results in accordance with BBB standards and/or addressing customer concerns in a timely, satisfactory manner.

Managing Member

• 2021 - Present

Peter Waldron created Trailblazer Wealth, a division of Waldron Partners, designed to expand planning services to more families, estates and trusts.Trailblazer Wealth is not an affiliate of Lincoln Financial Advisors. Peter Waldron created Trailblazer Wealth, a division of Waldron Partners, designed to expand planning services to more families, estates and trusts.Trailblazer Wealth is not an affiliate of Lincoln Financial Advisors.

Board Member (Advisory and Grants)

• 2019 - Present

Impact Diablo Valley brings families together in our community to learn about local non-profits and to gift powerful grants. Join us in making a positive change, while fostering future philanthropists at the dinner table. The strategy is simple, proven and powerful.This is going to be BIG!We are harnessing the power of collective giving to make a HUGE impact in our local community. Imagine the difference $100,000 would mean to a local non profit. Impact Diablo Valley brings families together in our community to learn about local non-profits and to gift powerful grants. Join us in making a positive change, while fostering future philanthropists at the dinner table. The strategy is simple, proven and powerful.This is going to be BIG!We are harnessing the power of collective giving to make a HUGE impact in our local community. Imagine the difference $100,000 would mean to a local non profit.

General Member

• 2016 - Present

Committee Member

• 2015 - Present

MISSION STATEMENTTo advocate for the collective and unique interests of TRG members who actively engage in investment planning, while increasing their tools and benefits on a year over year basis.TENETS We will require receipt of direct and public acknowledgement for TRG’s advocacy in the investment arena as a result of our ongoing efforts to improve the implementation and access that investment professionals receive across the Lincoln Financial Network We will establish a hard value of benefits calculation on behalf of TRG which will allow any current or eligible members to place a specific, calculated value on the benefits our committee and all others within TRG provide in comparison to membership fee paid We will work to build a menu of exclusive investment based products and services that only enrolled TRG members, by virtue of their qualification, can provide and implement for their clientele  We will negotiate directly with vendors and other potential investment planning partners as a representative of TRG, and as such any gains or benefits we achieve will be directly applicable to TRG members onlyThe Resource Group (TRG) is an internal invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.

Professional Development Executive Chair | Bay Area Network

• 2011 - 2012

Member

• 2010 - Present

An internal Lincoln Financial Network organization of top planners who focus on clients in the high net worth market. An internal Lincoln Financial Network organization of top planners who focus on clients in the high net worth market.

President

• 2010 - 2011

Board Member - Advisory Board

• 2009 - 2013

Vice President of YAT

• 2008 - 2012

The mission of the Young Advisors Team (YAT) is to SOW the value of membership with new and young advisors, so they are empowered to SURVIVE their first years in the business, to GROW into involved NAIFA members and become successful advisors who THRIVE in the industry and our association. The mission of the Young Advisors Team (YAT) is to SOW the value of membership with new and young advisors, so they are empowered to SURVIVE their first years in the business, to GROW into involved NAIFA members and become successful advisors who THRIVE in the industry and our association.

Vice President

• 2007 - 2020

Board Member

• 2005 - 2011

Financial Planner

• 2004 - Present

Managing Partner

• 2004 - Present

Peter Waldron is Managing Partner of Waldron Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp.'s registered investment advisor. His practice specializes in working with individuals and small business owners on their planning needs and focuses on the areas of Estate Planning, Investment Planning, Retirement Planning and Business Owner Planning.Peter Waldron is a registered representative of Lincoln Financial Advisors Corp.Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Offering securities to residents of AL, AZ, CA, CO, CT, FL, HI, ID, IL, KY, LA, MD, MA, MI, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TX, UT, VA, and WA.Waldron Partners is not an affiliate of Lincoln Financial Advisors Corp.Peter Waldron California Insurance License #0E47827Branch Address: 3201 Danville Blvd., Ste 190 | P.O. Box 528 Alamo, Ca 94507 Phone: (925) 786-7686