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Basil A

Series 63, Series 66

Carmel, IN

Commonwealth Financial Network

Basil Anas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Commonwealth since 1995. Outside of his advisory role, he is also engaged in photography. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary portfolio management, third-party asset manager access, and various program structures designed to meet diverse client needs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jamie H

Series 63

Beaver Dam, WI

Commonwealth Financial Network

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. 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 investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Christopher J

Series 63, Series 65

Sidney, IA

Commonwealth Financial Network

Christopher Johnson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Commonwealth since 2017 and previously spent over two decades with Waddell & Reed, Inc. Johnson is co-owner of Kats Consulting, Inc., a business providing tax preparation and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, compliance, and investment management services, while providing access to discretionary model portfolios and customizable program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael W

ChFC®, Series 63, Series 65

Pittsburg, PA

Commonwealth Financial Network

Michael Ward is a financial advisor with Commonwealth Financial Network and has 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with both Commonwealth Financial Network and Wealth Management Partners, LLC since 2001. Outside of his advisory role, he serves as a board member on the Brighton Township Zoning Board in Pennsylvania. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management, retirement plan consulting, and access to third-party asset managers, while offering operational, trading, technology, and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John C

Series 63, Series 65

East Syracuse, NY

Commonwealth Financial Network

John Cronin is a financial advisor with Commonwealth Financial Network in East Syracuse, NY. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior work includes roles at Berkshirebanc Investment Services and Beacon Investment Services. 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 managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David C

Series 63, Series 65

Stamford, CT

Commonwealth Financial Network

David Coppola is a financial advisor with Commonwealth Financial Network based in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial, JP Morgan Securities, Citigroup, and Webster Bank. In addition to his financial work, he has pursued a long-term interest as a musician, performing as a drummer since 1995. 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 comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and retirement consulting, supporting portfolio implementation through both in-house models and external subadvisers.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David R

Series 63

Leominster, MA

Commonwealth Financial Network

David Rampello is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 35 years of industry experience. He has been with Commonwealth since 2012. In addition to his advisory role, he is involved in fixed insurance sales as an agent under the name Park View Wealth Management. 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 customized investment solutions, while offering operational, trading, compliance, and practice-management resources to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Maura K

Series 65

West Hartford, CT

Commonwealth Financial Network

Maura Keating is a financial advisor with Commonwealth Financial Network in West Hartford, CT, holding a Series 65 designation and two years of industry experience. Her prior work includes roles at Disheveled Diva, Keating Insurance Agency, Beachbody, and Marshalls. 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 acting as a platform and operations provider for affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Erin S

Series 66

Phoenix, AZ

Commonwealth Financial Network

Erin Sweitzer is a financial advisor with Commonwealth Financial Network based in Phoenix, AZ. She holds the Series 66 designation and has 17 years of industry experience. Since 2016, she has been associated with Camelback Retirement Planners. 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 managing around $212.7 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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Mark A

CFP®, Series 63, Series 65

Overland Park, KS

Commonwealth Financial Network

Mark Agre is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2014. He is also co-owner of Clever Works, LLC, a private entity created to hold and sell patents under the business name SleepElevation.com. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jan W

CFP®, ChFC®, Series 63, Series 65

Whitesburg, TN

Commonwealth Financial Network

Jan Wise is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Commonwealth Financial Network since 2004, with a brief transition in 2024, and is also president and co-owner of Wise Wealth, LLC, which operates in securities, advisory, and insurance services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers a variety of investment solutions and model portfolios, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Marc L

CFP®, Series 63, Series 65

Mount Pleasant, SC

Commonwealth Financial Network

Marc Levy is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2015. He holds Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational and investment support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael G

CFP®, Series 66

Leawood, KS

Commonwealth Financial Network

Michael Goostree is a CFP®-designated financial advisor with 20 years of industry experience, currently with Commonwealth Financial Network since 2015. He owns Goostree Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Outside of finance, he is the author of an article titled "But There's So Much DIY in IVF That We Can't Be Sure." Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Emily S

Series 65

Cheshire, CT

Commonwealth Financial Network

Emily Solomon is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and beginning her industry career in 2023. Prior to joining Commonwealth in 2026, she worked at Egidio Lennon Wealth Management, LLC. Outside the financial sector, she has experience in the retail and funeral home industries. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Richard P

Series 63, Series 65

Honolulu, HI

Commonwealth Financial Network

Richard Pecson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Commonwealth since 2012 and also operates Pecson & Associates, LLC, a firm he established in 2013. Pecson is co-owner of WSJ Management, LLC, an entity involved in managing office expenses unrelated to investment activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers both discretionary and non-discretionary portfolio solutions and operates as a platform and back-office provider for affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joseph D

Series 65

Pittsburgh, PA

Commonwealth Financial Network

Joseph De Nardo is a financial advisor with Commonwealth Financial Network based in Pittsburgh, PA. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Miller McCurry and has professional experience with the Pittsburgh Pirates and Topgolf. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Rachael M

Burlington, MA

Commonwealth Financial Network

Rachael Macedo is a financial advisor at Commonwealth Financial Network with six years of industry experience. She has worked at Caras & Shulman PC and PwC since 2012 and 2011, respectively. 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 wealth management and retirement plan consulting, while allowing advisors discretion in portfolio construction supported by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Aaron R

CFP®, Series 66

Rochester, NY

Commonwealth Financial Network

Aaron Randisi is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been a co-owner of Crossbridge Financial Group, LLC since 2015, where he also conducts fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice-management services. The firm offers discretionary portfolio management and various customized investment solutions through its PPS programs and other strategist strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Melinda P

Series 63, Series 66

South Burlington, VT

Commonwealth Financial Network

Melinda Pakulski is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 licenses. She has 26 years of industry experience and has been with Commonwealth and her own firm, Legacy Financial Services, since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a variety of advisory programs and operational support, allowing affiliated advisors to offer customized portfolio management and wealth planning services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Tammy T

Series 63, Series 65

Overland Park, KS

Commonwealth Financial Network

Tammy Tetzlaff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Commonwealth Financial Network and Trinity Planning Group, LLC, and is the owner of Infinitas Retirement Plan Solutions, LLC, which focuses on qualified plan business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering a range of discretionary model portfolios and program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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