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Leah G
CFP®, Series 66
Rochester, NY
Commonwealth Financial Network
Leah Granger is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2017 and is a co-owner of Oakwood Financial Services, a private entity involved in securities, advisory, and insurance 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 over $210 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.
Todd E
Series 66
Newburyport, MA
Commonwealth Financial Network
Todd Ehrenberg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.
Deborah L
CFP®, Series 63, Series 66
Bennington, VT
Commonwealth Financial Network
Deborah Lane is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. She has been associated with Commonwealth and Center Square Asset Management since 2005, where she is also a vice president and 50% owner of the operating company. Additionally, Lane provides tax preparation services as a sole proprietor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while its Investment Management and Research team manages discretionary model portfolios.
Evan P
Series 66
Avon Lake, OH
Commonwealth Financial Network
Evan Potts is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Commonwealth and MJ Baker Financial Advisors in 2025. Potts is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, technology, and compliance support, enabling advisors to offer a broad range of securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.
Parker C
Series 66
Mount Vernon, WA
Commonwealth Financial Network
Parker Collins is a Series 66-licensed financial advisor at Commonwealth Financial Network with one year of industry experience. Prior to entering the financial sector, he worked at CharacterStrong for five years and held roles at the City of Renton and Whidbey Island Kayaking. 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, third-party asset manager access, retirement consulting, and custody/clearing services.
Kurt M
Series 66
Lilydale, MN
Commonwealth Financial Network
Kurt Mazur is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds a Series 66 designation and has worked at Shamrock Wealth Management since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, providing advisors with multiple portfolio implementation options and back-office support.
Louise S
Series 63, Series 66
Falmouth, MA
Commonwealth Financial Network
Louise Sharp is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Commonwealth since 2002. Since 2007, she has also been affiliated with Sharp & Linhart Financial Strategies. 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 provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Dustin S
CFP®, Series 63
North Mankato, MN
Commonwealth Financial Network
Dustin Sauter is a CFP®-certified financial advisor with nine years of industry experience, currently serving clients at Commonwealth Financial Network in North Mankato, MN. He has worked at Commonwealth since 2016 and is also a co-owner of Pratt Financial, Inc., a private entity focused on securities, advisory, and insurance business. Prior to that, he held positions with Horace Mann Investors, Inc., Horace Mann Companies, and the Don Wendel Agency. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized indexing options, while providing operational, compliance, and practice-management support to affiliated advisors.
Oscar L
Series 66
Laredo, TX
Commonwealth Financial Network
Oscar Lopez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Tejas Financial Advisors and DBR Engineering Consultants. Outside of advisory services, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with a variety of managed-account programs, third-party asset manager access, and custody services.
Joanne M
CFP®, Series 63, Series 65
San Jose, CA
Commonwealth Financial Network
Joanne Mungall is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2011. Outside of her advisory role, she is involved with Anomalous Business Systems, also known as Willow Glen Tax Services, where she performs administrative and clerical duties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while providing access to discretionary model portfolios and a broad range of securities and insurance products.
George S
Series 63
Penfield, NY
Commonwealth Financial Network
George Stepanoff is a financial advisor with Commonwealth Financial Network in Penfield, NY, holding a Series 63 designation and bringing 32 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining Commonwealth in 2024. He also owns PS&E, LLC, Plan to Prosper, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and multiple program structures, combining a wide range of securities and insurance products with a substantial clearing and custody relationship through National Financial Services LLC.
Zachary S
Series 66
New York, NY
Commonwealth Financial Network
Zachary Scott is a financial advisor with Commonwealth Financial Network in New York, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Clearfront Advisory for 10 years and has been with Commonwealth since 2015. Scott is also the owner and president of Townhouse Hill Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. 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, investment management, compliance, and practice-management services, while offering various program structures and discretionary model portfolios.
Joseph S
Series 63, Series 65
Clinton, NJ
Commonwealth Financial Network
Joseph Scalzo is a financial advisor with Commonwealth Financial Network in Clinton, NJ, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Edward Jones for 15 years and MetLife Investment Fund Services LLC for one year. He also engages in fixed insurance sales, spending a small portion of his time on this activity. 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 offers a broad support platform including managed-account programs, third-party asset manager access, and custody services, managing roughly $212.7 billion in client assets.
Lawrence C
ChFC®, Series 63
Findlay, OH
Commonwealth Financial Network
Lawrence Copeland Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. He has worked at firms including Voya Financial Advisors, LPL Financial, and Ameritas Investment Company, and is CEO and owner of Copeland Financial Investment and Wealth Management. Additionally, he manages Copeland Insurance Group, which facilitates life and property and casualty insurance sales. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Alexander T
Series 63, Series 66
Waltham, MA
Commonwealth Financial Network
Alexander Travers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network since 2007. 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 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 its affiliated advisors.
Duane P
CFP®, Series 66
Allentown, PA
Commonwealth Financial Network
Duane Peoples is a financial advisor with Commonwealth Financial Network based in Allentown, PA. He holds the CFP® designation and has 15 years of industry experience. Prior to joining Commonwealth and founding Peoples & Co Private Wealth Stewardship, he spent eight years with Morgan Stanley and Morgan Stanley Private Bank. Peoples has been involved with Cedar Crest College since 2013. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, technology, investment management, and compliance while offering various discretionary and non-discretionary investment solutions.
Chad S
CFP®, Series 66
Pana, IL
Commonwealth Financial Network
Chad Sutton is a CFP® professional with 19 years of industry experience, currently serving at Commonwealth Financial Network since 2017. He previously worked at Investment Centers of America for 11 years and is the owner and CEO of Endurance Capital. Outside of his advisory work, Sutton coaches junior high cross country and track in Taylorville, IL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who offer customized investment solutions.
Mary C
CFP®, Series 63, Series 66
Mt. Pleasant, SC
Commonwealth Financial Network
Mary Chapman is a CFP® certificant with 16 years of industry experience. She has been affiliated with Commonwealth Financial Network and Cummings Wealth Management since 2012. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform.
Denise S
Series 65
Chadds Ford, PA
Commonwealth Financial Network
Denise Schatz is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. Her prior work includes roles at Independence Wealth Services, Aunt Mamie's Italian Specialties, and Denise LaRue Coaching. 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 about $213 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 services.
Nicholas Y
Series 66
Glastonbury, CT
Commonwealth Financial Network
Nicholas Yacovone is a Series 66 licensed advisor with three years of industry experience, currently affiliated with Commonwealth Financial Network in Glastonbury, CT. His career includes prior roles at Heritage Capital Advisors and USI Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm manages around $212.7 billion in assets and offers a range of managed-account programs, third-party asset management access, and back-office support services.
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