Philip Davis is a financial advisor with Commonwealth Financial Network based in Boston, MA, holding 15 years of industry experience. He has been associated with Kauffman and Davis PC since 1982. 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 individual and institutional clients. The firm provides adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.

Richard Gingras is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 30 years of industry experience. He has operated Gingras Financial Services since 2001 alongside his role at Commonwealth. Outside of finance, he is a certified spinning instructor. 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, technology, trading, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Harold Weight is a financial advisor with Commonwealth Financial Network in Beaverton, OR, holding a ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been with Commonwealth and Multiplan Financial Services, Inc. since 2013. Outside of advisory work, he serves as Vice-President of Multiplan Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, and operational support, with discretionary and customized portfolio management options.

Laurie Podvin is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 65 designation and has worked at Commonwealth since 2024. Laurie also has roles at ETFIdea, LLC and Bowers & Company CPAs PLLC. 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 various program structures, while acting as a back-office and platform provider to affiliated advisors.

Thomas Banks is a financial advisor with Commonwealth Financial Network in Salem, MA, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth Financial Network since 2014. 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 variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Jesse Steffy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at both Commonwealth Financial Network and Align Wealth Strategies since 2010, alternating between the two firms over his career. 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 variety of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Fred Carter is a financial advisor with Commonwealth Financial Network in Saginaw, MI, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Commonwealth since 2003. Outside of advisory work, he is a co-owner of Carter Soap, a local business in Saginaw, MI. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

William Ferguson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at AXA Advisors, LLC for 19 years before joining Commonwealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and multiple program options.

Eric King is a Certified Financial Planner® with over 41 years of industry experience, currently serving at Commonwealth Financial Network since 2016. He previously worked at My Financial Group, Ltd. for 15 years and has operated King Financial Services since 1990. 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 $212 billion in client assets, offering a broad range of managed account programs and access to third-party asset managers and custodial services.

Samuel Rich is a financial advisor with Commonwealth Financial Network in Watertown, MA. He holds the Series 66 designation and has nine years of industry experience, all with Commonwealth since 2013. 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, and supports its affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Randy Risler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with both Commonwealth Financial Network and Nine Pillars, LLC since 2005, where he serves as owner and CEO. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, technological, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios and customized program offerings.

Dan Roberts is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Commonwealth since 2012 and has been affiliated with The Financial Resource Group since 1988. Roberts also serves as president and sole owner of Financial & Estate Strategists, Inc., an insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers various portfolio management options and distinct program structures, including discretionary model portfolios managed by its Investment Management and Research team.

Brent Ogden is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and R&R Wealth Management. Outside of his advisory career, his background includes roles in various organizations such as the Wisconsin PGA Junior Foundation and University of Wisconsin-Whitewater. 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 wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Jared Onorato is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Commonwealth and Forge Financial Group. Outside of his advisory work, he is a co-owner of a rental property in Reston, VA. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from diverse securities and insurance products while offering discretionary model portfolios managed by its Investment Management and Research team.

Timothy Mcinnis II is a financial advisor with Commonwealth Financial Network in Simi Valley, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Wm. "Al" Muskat CFP, Inc. since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nancy Lapointe is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 26 years of industry experience. She has been associated with Commonwealth and Navigate Financial Inc. since 2013, where she is also the owner. Outside of her advisory work, she is president of Empowered Women Productions, which organizes the "Day of Empowerment" event, and she leads Reset Build Invest Productions, focusing on financial education through media and events. 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 investment management, compliance, and technology services, with discretionary model portfolios managed by its Investment Management and Research team.

Michael Sullum is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors for 15 years before joining Commonwealth and Aegis Consulting. Outside of advisory work, he is co-owner of several holding companies, including Dream Properties Fly Eagles Fly, LLC and Boundless Valley Ranch, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

Christopher Hovey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes positions at Commonwealth Financial Network since 2017, Ball Financial Services Company since 2016, Merrill from 2012 to 2016, and Transamerica Financial Advisors in 2010. 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 individual and institutional clients. 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/clearing services.

Daniel Shultz is a financial advisor with Commonwealth Financial Network in Venice, Florida, holding a Series 66 designation and 13 years of industry experience. He has worked at Commonwealth since 2017 and has operated his own advisory and consulting firms since 2011. Outside of his advisory work, he is a managing member and owner of multiple entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Chancellor Harkins is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked with Harkins Wealth Management and Commonwealth Financial Network since 2018 and previously spent two years at Liberty Mutual Insurance. Outside of his advisory role, he is a co-owner of Nightshade, LLC, a bar and restaurant located in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.