Danielle Patterson is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and currently co-owns 3Rivers Financial. Patterson also owns Patterson Wealth Planning, LLC, which supports her securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jane Braun is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Coronado, CA, and has 38 years of industry experience. She has worked at Commonwealth Financial Network since 2011 and also holds a role at Crown Financial Planning Corporation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to maintain independent client relationships under the Commonwealth platform.

Bonnie Boyce is a CFP® with 39 years of experience in the financial industry. She is currently with Commonwealth Financial Network and has a long tenure with Vahanian & Associates Financial Planning since 1992. Additionally, she is involved in fixed insurance sales as part of her business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services alongside operational, trading, technology, investment management, compliance, and practice-management support.

Andrew Francisco is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2018 and previously worked at Rochester City Schools District for two years. Francisco is a co-owner and vice president of BUB Unlimited, LLC, a private entity involved in real estate ownership. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting a range of investment strategies and products.

Bryan Cooper is a financial advisor with Commonwealth Financial Network in Mira Loma, CA, holding a Series 66 designation and eight years of industry experience. His career includes multiple tenures at Commonwealth Financial Network and leadership at Cooper Associates. He has worked in appraisal services at BRC Appraisal for over two decades. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and personalized investment solutions.

Andrew Geisler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Thomas A. Geisler & Co., P.C., where he is involved in tax preparation as a non-investment business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of advisors and their clients, offering a variety of advisory programs and back-office support, including investment management and practice-management services.

Mark Kutzke is a financial advisor with Commonwealth Financial Network in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He is also the owner of Zenith Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. His prior work includes roles at Pratt Kutzke & Associates and Northstar Financial Partners, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and services along with back-office support in operations, trading, compliance, and practice management.

Matthew Catrabone is a financial advisor with Commonwealth Financial Network in Erie, PA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Commonwealth since 2005 and is also co-owner of Catrabone, Catrabone and Associates, a securities and insurance business he has operated since 2011. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Philip Guinn is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wisehaven Financial, Commonwealth Financial Network, Equitable Advisors, AXA Advisors, and Paychex. Guinn is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Nathan Parkhurst is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Cumberland Wealth Management and Commonwealth Financial Network since 2011. Outside of his advisory role, Parkhurst has ownership in PDP Partners, LLC, an entity related to securities practice. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, and compliance support, while advisors maintain discretion to construct client portfolios using various securities and insurance products.

Christina Angelo is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and two years of industry experience. She has worked at Commonwealth since 2021 and also maintains a role at Day Reps, LLC since 2017. Previously, she was involved with C. Angelo Designs, Inc. and gnomadic boutique, inc. from 2013 to 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to operate under their own brands.

David Dickson is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. He has worked at Leslie Roper Day & Associates since 2024 and spent 19 years at Cambridge Investment Research Advisors prior to that. Outside of his advisory work, he owns Opa's Epoch Cookies, a business selling baked goods, and has worked as a tasting room associate at Willamette Wineworks. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and their individual and institutional clients nationwide. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Michael Lucenti is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cuso Financial Services, L.P. for six years before joining Commonwealth in 2021. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Damian Petta is a financial advisor with Commonwealth Financial Network in Katonah, NY, holding a Series 66 designation and 28 years of industry experience. He has been associated with Harvestwealth Partners, LLC and Commonwealth Financial Network since 2009. Outside of his advisory role, he plays guitar at local bars and restaurants. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment solutions and model portfolios, supporting advisors who often operate under their own business names while providing advice under Commonwealth’s supervision.

Elva Fako is a financial advisor at Commonwealth Financial Network in Denver, CO, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Garden Street Financial Group LLC, Charles Schwab & Co., Inc., and Centura Health. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and retirement consulting, managing roughly $212.7 billion in client assets.

Magdalena Johndrow is a financial advisor with Commonwealth Financial Network in Fairfield, CT, holding a Series 66 designation and 12 years of industry experience. She has worked at Commonwealth since 2017 and previously held roles at JP Morgan Chase Bank NA and JP Morgan Securities LLC. Outside of her advisory role, she is the owner of Johndrow Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Heather Cramer is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, having worked previously at Ameriprise, Sovereign Financial Group, Wealth Strategies of America, and Raymond James Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Steven Wisdom is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He has been associated with Commonwealth since 1989 and has operated Swisdom Financial since 2000. Outside of advisory work, he is also a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized investment program options.

Benjamin Kastrul is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and currently based in Denver, CO. He has one year of industry experience, including prior roles at Garden Street Financial Group and Clearwater Analytics, as well as work in hospitality and education sectors. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform featuring managed-account programs, access to third-party asset managers, and custody/clearing services.

Cameron Holland is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2025 before joining Commonwealth and founding Open Road Wealth Advisors. Holland holds a Series 66 designation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including custom portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by in-house investment management, technology, and compliance resources.