Daniel Sherr is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been operating Sherr Financial since 2010. Outside of advisory work, he is a co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custodial services, supporting both discretionary and nondiscretionary portfolio management approaches.

Thomas Ranney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth and Stoneworth Financial Group since 2009. He is also the owner of TEAK Wealth Strategies, 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, wealth management, and retirement plan consulting, while enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

William Bordelon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at LPL Financial for 13 years before joining Commonwealth in 2025. Outside of his advisory role, he is a co-owner of RW Rental Properties, LLC, which manages residential real estate in Houma, Louisiana. 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 comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and a variety of investment options.

Neal Martin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes positions at Pillar Financial Group and MSI Financial Services, Inc. He is also involved in fixed insurance sales conducted during securities trading hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Thomas Craig Jr. is a financial advisor with Commonwealth Financial Network based in Wilmington, MA, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at H.D. Vest Investment Securities, Inc. since 2001 and has been affiliated with Daneault Associates, Inc. since 1991. Outside of advisory work, he is involved with Rodman and Rodman, a CPA firm, where he works as an accountant. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and back-office support. The firm provides discretionary model portfolios and various customized investment solutions while supporting advisors with operations, technology, compliance, and practice management.

Daniel Lahiff Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2015 and was previously associated with Axial Benefits Group. His other business activities include fixed insurance sales. 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 and compliance support to affiliated advisors.

James Copeland is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding 20 years of industry experience. His prior roles include positions at Voya Financial Advisors and founder of Copeland Financial. In addition to his advisory work, he is an agent with Copeland Insurance Group, LLC, involved in life and property & 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 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with access to multiple managed-account programs, third-party asset managers, and custody/clearing services.

Ryan Swank is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation. Prior to his advisory career, he worked for UPS for 20 years. Swank is also involved in fixed insurance sales, dedicating a small portion of his time to 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 managing roughly $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Shawn Derrick is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He previously worked at Community BANK and INVEST Financial Corp before joining Commonwealth in 2018 and later Cedarwood Financial Partners. In addition to his advisory work, he is involved in tax preparation services through Wheat & Fitzpatrick, CPA. 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 back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction and access to managed model portfolios.

Jeremy Krol is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 22 years of industry experience and worked at Commonwealth Financial Network from 2016 to 2019 and again from 2019 to present, transitioning to LPL Financial in 2026. 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, managing around $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.

Jane Hood is a financial advisor at Commonwealth Financial Network with 43 years of industry experience. She has been with Commonwealth since 2000. She holds the Series 63 designation. 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 services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, and compliance.

Nicholas Murphy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has worked at Commonwealth since 2017 and previously at Cantella & Co., Inc. in 2017. Outside of finance, he is involved with Midway Pest Control, a business he has been associated with since 2012. 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 platform including managed-account programs, third-party asset manager access, retirement consulting, and custodial services.

Caragh Fahy is a CFP® professional with 30 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Madison Financial Planning Group. She worked at Lincoln Financial Advisors Corp. for 22 years prior to joining her current roles. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 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.

Terence Tunnell is a CFP® with 15 years of industry experience, currently advising at Commonwealth Financial Network since 2010. He also operates JM Financial Strategies, providing tax preparation and bookkeeping services. Outside of financial advisory, he has been involved with Pizza Systems Inc. since 1987. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while allowing discretion in portfolio construction.

James Osullivan Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 51 years of industry experience. He has worked at Commonwealth and James V. O'Sullivan since 2007. 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 including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Paul Combs is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He co-owns Bridgeview Wealth Partners, LLC, where he has worked since 2019, and previously spent over 30 years with Foresters Financial and its advisory arm. 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 a variety of program structures and delivers back-office support in operations, trading, compliance, and practice management.

Clifford Jurdi is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Commonwealth Financial Network since 2000. In addition to his advisory work, Jurdi conducts retirement planning seminars as a presenter for Goldman Sachs and serves as a FINRA board of arbitrators member. 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 provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services, employing both internally managed and outsourced portfolio management strategies.

Leigh Voli is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 66 credential and has previously worked at RBC Capital Markets and V & V Financial. Her background also includes roles outside finance, such as involvement with Satellite Bar and Lounge and Hotel Ballast. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors with trading, reporting, and portfolio implementation options.

Jeffrey Davis is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to its advisors.

Lorraine Lincoln is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Commonwealth Financial Network since 2012. 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 operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.