Michael Valudes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 29 years of industry experience. He has been associated with Yocum & Company and Commonwealth Financial Network since 2001. Valudes is a 49% owner of Yocum & Company, Inc., an entity that facilitates insurance and securities business, including fixed insurance sales. 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 offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Zigman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Commonwealth since 2017 and previously spent nine years with National Planning Corporation. In addition to his advisory role, he serves as a Retirement Benefits Specialist with Rampart Benefit Planning, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Kurt Lash is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wellinvest Partners, FBL Marketing Services, Farm Bureau Financial Services, and Questar Asset Management. He 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 approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal model management or external platforms.

Carter Scheetz is a CFP® with 10 years of industry experience currently affiliated with Commonwealth Financial Network in Needham, MA. His prior roles include positions at Foreside Fund Services, LLC and One Charles Private Wealth. He also holds a Series 63 license and spends a portion of his time engaged in fixed 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 comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and retirement consulting, while providing a variety of investment options and back-office services.

Chase Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth Financial Network and Wealth Strategies of Wisconsin since 2016. 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 comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Erik Kumas is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 14 years of industry experience. His career includes roles at LPL Financial LLC, Kingswood Capital Partners, and Blueprint Wealth Partners. Kumas is currently based in San Diego, CA. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brandon Koehler is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior work includes roles at WHZ Strategic Wealth Advisors and Weiss, Hale & Zahansky Strategic Wealth Advisors. Before entering financial services, he held positions at the University of Connecticut Athletics Department and the Town of Mansfield. 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 operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios across a broad spectrum of securities and insurance products.

Christine Koenings Hull is a financial advisor at Commonwealth Financial Network with 36 years of industry experience. She holds the Series 66, Series 63, and Series 65 credentials. Her career includes over 18 years at Commonwealth Financial Network and more than two decades with CK Financial Services, Inc. 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 wide range of managed-account programs, access to third-party asset managers, and custodial services, supporting clients with various investment solutions including model portfolios and personalized indexing.

Jack Rother is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2011. He is also associated with Olsen, Goeken & Associates, LLC. Outside of his advisory work, he is involved as an owner and member of several private entities focused on corporate education, securities, and financial planning. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a variety of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Michael Baum is a CFP® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth in multiple periods since 2008 and was also associated with Weiss, Hale & Zahansky Strategic Wealth Advisors. He is 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 a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, operating primarily as a platform and back-office provider.

Carrie Wagner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has worked at Commonwealth since 2014 and concurrently at UICCU since 2011. Wagner is also a part owner of United Iowa Financial, Inc., a private entity involved in securities, advisory, and insurance business. 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 positioning itself as a platform provider for affiliated advisors.

Robert Lingenfelser is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Commonwealth since 2010 and also operates as an independent insurance agent. Lingenfelser owns and conducts fixed insurance sales through Lingenfelser Financial Services and Lingenfelser & Associates, LLC. 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 its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Tyler Vincent is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth in 2026, he held various roles including at Cedarwood Financial Partners and multiple business ventures such as The Vincent Homestead and Paramount Wastewater Solutions. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Philip Corso is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 14 years of industry experience and has worked at firms including Wells Fargo Advisors, Cambridge Investment Research, Potomac Financial Private Client Group, and Forge Financial Group. He is also the owner of Corso Financial 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 offers a range of advisory programs and services, including model portfolios and personalized indexing, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Wyatt Webster is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. Prior to his work in financial services, he has held various roles including employment at DoubleTree by Hilton and ownership of WW, LLC, a company managing real estate in Omaha, Nebraska. 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 comprehensive operational, trading, technology, investment management, compliance, and practice-management support while enabling advisors to offer personalized investment solutions.

Jeffrey Nolan is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Securities America Advisors, Riverstone Wealth Partners, and INVEST Financial Corp. Nolan 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 approximately 2,900 affiliated advisors and a broad client base. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Gregory Dillard is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of BridgeQuest Wealth Strategies. His prior experience includes eight years at LPL Financial LLC. 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 comprehensive support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Charles Rosenbaum is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Principal Life Insurance Company and Principal Securities Inc. Rosenbaum is the owner of Advanced Corporate Solutions Ltd., a private entity established to facilitate insurance business. 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 broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Alex Robinson is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at various firms including Kestra Advisory Services LLC, Kestra Investment Services LLC, LPL Financial LLC, PCG Public Partnerships, and Cetera Advisors LLC. Outside of advisory activities, he is 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 offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Dana Sherman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Commonwealth Financial Network since 2003 and previously at Bank Rhode Island. 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 their individual and institutional clients, providing a broad adviser-support platform that includes managed-account programs, third-party asset managers, and custody services.