Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Eric A
CFP®, Series 63, Series 65
Daytona Beach, FL
Commonwealth Financial Network
Eric Anton is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including ten years at Merrill and over 17 years with Commonwealth and his own firm, Anton Lemieux LLC. Outside of his advisory role, he is a co-owner of residential real estate through an entity called Future Games, LLC. 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 offers a broad range of managed account programs and advisory support, including access to third-party asset managers, retirement consulting, and custody services.
Anneka B
Series 66
Waltham, MA
Commonwealth Financial Network
Anneka Brown is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her career includes roles at LPL Financial LLC, CUSO Financial Services, LP, MassMutual, and Copa Vida. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.
Peter P
Series 65
Jupiter, FL
Commonwealth Financial Network
Peter Pappalas is a financial advisor with Commonwealth Financial Network and holds a Series 65 designation. He has been in the industry since 2025 with prior business experience in entities such as SYZY Corp. and World Brand LLC. Located in Jupiter, FL, he has worked at both Commonwealth Financial Network and Cary Stamp & Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting portfolios through both internally managed models and outsourced platforms.
Derek D
Series 66
St. Louis, MO
Commonwealth Financial Network
Derek Dolitsky is a financial advisor with Commonwealth Financial Network in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at D&B Strategic Wealth and SYNC National Logistics LLC. Outside of his advisory work, he has provided driving services for Lyft. 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 over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors in implementing portfolios through both internal and external management options.
Ryan G
Series 63, Series 66
Rochester Hills, MI
Commonwealth Financial Network
Ryan Guglielmetti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations. He has experience working at firms including Morgan Stanley, Putnam Investments, and Fiduciary Trust International. Before entering the financial sector, he held various roles including at Tampa Yacht and Country Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Anthony B
Series 63, Series 66
San Diego, CA
Commonwealth Financial Network
Anthony Bonafede is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at CUSO Financial Services, LP and Independent Financial Group LLC. 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.
Michael B
CFP®, Series 63, Series 66
Chadds Ford, PA
Commonwealth Financial Network
Michael Boyle is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2018 and previously held roles at Financial Advisors of Delaware Valley, Princor Financial Services Corporation, and Principal Life Insurance Company. Boyle is also president and owner of Independence Advisory Group, LLC. 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 supports advisors with operations, trading, technology, compliance, and practice management, while offering model portfolios and customizable investment programs.
Lauryn D
Series 66
Waltham, MA
Commonwealth Financial Network
Lauryn Doyle is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2014. Outside of her advisory role, she works as an independent consultant for Rodan + Fields. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.
Carin B
Series 63, Series 65
Nipomo, CA
Commonwealth Financial Network
Carin Barnes is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 designations and one year of industry experience. She has worked at Commonwealth Financial Network and ARTHA Wealth Advisors since 2024. 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 offers a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, and provides a range of investment options along with custody and clearing services.
Brennan M
Series 63, Series 65
Overland Park, KS
Commonwealth Financial Network
Brennan Masterson is a financial advisor with Commonwealth Financial Network holding Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Infinitas, Wells Fargo Advisors, and FCS Family Office. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios using a broad range of securities and insurance products.
Kyle R
Series 65, Series 63
Papillion, NE
Commonwealth Financial Network
Kyle Ryan is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Pacific Life Insurance and Dort's. Outside of his advisory role, he serves as an auditor for the South Omaha Eagles Club #154. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, providing both discretionary and nondiscretionary investment solutions.
Benjamin B
ChFC®, Series 63, Series 65
Beaver Falls, PA
Commonwealth Financial Network
Benjamin Burkhead is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Centauri Advisory Group, Inc. and C&L Financial Services LLC. He also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.
Lawrence K
CFP®, Series 63
Danvers, MA
Commonwealth Financial Network
Lawrence Karle is a financial advisor with Commonwealth Financial Network in Harwichport, MA, holding CFP® and Series 63 credentials and having 20 years of industry experience. He is a partner at New England Wealth Management, LLC, a private entity that facilitates securities, advisory, and insurance business. His prior work includes positions at Resources Investment Advisors, Landmark School, Kestra Financial, and MassMutual. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, investment management, compliance, and practice management while offering access to discretionary model portfolios and various program structures.
Michael D
Series 63
Smithtown, NY
Commonwealth Financial Network
Michael Desepoli is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 17 years of industry experience. He has worked at Heritage Financial Advisory Group and Commonwealth Financial Network since 2023 and spent a decade with Cambridge Investment Research Advisors. He also operates Desepoli Wealth Management, a private practice established in 2002. Outside of his advisory roles, he serves as a trustee in a non-investment capacity. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors through a range of advisory programs, technology, and operational services. The firm offers discretionary model portfolios and customized investment solutions, while advisors maintain discretion over client portfolios across diverse securities and insurance products.
Leonard L
Series 65
Bloomington, MN
Commonwealth Financial Network
Leonard Larson is a Series 65-licensed financial advisor with one year of industry experience. He is currently affiliated with Commonwealth Financial Network and Integrated Equity Management. His prior work includes roles at Dallas Baptist University, DoorDash, LifeTime Fitness, Level Up Soccer Coaching, and St. Paul Academy & Summit School. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.
Smita S
CFP®, Series 63
Solon, OH
Commonwealth Financial Network
Smita Samant is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2012. She holds the Series 63 license and operates a private entity, Smita Samant, LLC, related to her securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Matthew F
Series 66
Rochester, NY
Commonwealth Financial Network
Matthew Fischer is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and 11 years of industry experience. His prior roles include ten years at American Portfolios Financial Services, Inc. and one year at OSAIC. Outside of his advisory work, he is a co-owner of ADF Wealth Management, LLC, and owner of APG Advisors, both private entities involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, with discretionary portfolio construction and multiple program options managed by an in-house Investment Management and Research team.
William S
Series 66
Columbia, MD
Commonwealth Financial Network
William Sterling III is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. His prior work includes 13 years at PNC Investments Inc. and three years at Cypress Wealth Management. Outside of his advisory role, he is the owner of Sterling III Capital, LLC, a commercial real estate management entity. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.
Zachary B
Series 66
Solana Beach, CA
Commonwealth Financial Network
Zachary Brown is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has no prior industry experience and has worked in various roles outside finance, including veterinary healthcare and education. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.
David A
Series 66
Southborough, MA
Commonwealth Financial Network
David Anderson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2011, alongside his role at Financial Foundations beginning in 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion to construct client portfolios with access to proprietary and third-party investment solutions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters