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Michael J

CFP®, Series 66

Cincinnati, OH

Commonwealth Financial Network

Michael Jarrold Grapes is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held positions at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades and is involved in tax preparation through Niehaus Tax Services, LLC. His work includes fixed insurance sales conducted at his branch location. 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 options, while enabling advisors to manage client portfolios with access to diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jason E

Series 65, Series 63

Newbury, MA

Commonwealth Financial Network

Jason Edinger is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His previous roles include positions at CapFinancial Partners, LLC (CAPTRUST) and Rinet Company, LLC. He is currently affiliated with both Commonwealth Financial Network and Boston Wealth 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 around $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 services, with an emphasis on flexible portfolio implementation through both internal and outsourced model management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Gavin L

Series 63, Series 65

Waltham, MA

Commonwealth Financial Network

Gavin Lucca is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. 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 wealth management and retirement plan consulting, and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Matthew H

Series 65

Washington, DC

Commonwealth Financial Network

Matthew Hammaker is a financial advisor at Commonwealth Financial Network with a Series 65 credential and approximately one year of industry experience. His prior experience includes service in the United States Marine Corps and roles in higher education at Kennesaw State University and Wingate University. He has also worked in hospitality and physical therapy support roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed account programs and access to third-party asset managers, providing clients with diverse investment options and back-office services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Mary G

Series 65, Series 63

Sandy, UT

Commonwealth Financial Network

Mary Gubler is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. She has 16 years of industry experience, including ten years at Securities America Advisors. Outside of her advisory role, she is involved as a co-owner of entities managing commercial and residential real estate in Utah. 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 adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Garrett W

Series 66

Brookfield, WI

Commonwealth Financial Network

Garrett Wilson is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has three years of industry experience, including roles at Augustine Financial and Drake & Associates. Prior to his advisory career, he worked in education for eight years at Chadron State College and Homestead High School. 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 $210 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a wide range of investment options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Liam O

Series 66

Waltham, MA

Commonwealth Financial Network

Liam O Shea is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2015, with a brief tenure at ValuCompass from 2022 to 2023. 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 operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jennifer F

Series 66

Scottsdale, AZ

Commonwealth Financial Network

Jennifer Foster is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked at BlackRock since 2013. Foster is also the owner of Saving Cents, Inc., a private entity established to facilitate 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 range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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William V

CFP®, ChFC®, Series 63, Series 65

Bloomington, IN

Commonwealth Financial Network

William Verhagen is a financial advisor with Commonwealth Financial Network in Bloomington, Indiana. He holds the CFP® and ChFC® designations and has 38 years of industry experience. Prior to joining Commonwealth in 2018, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, Verhagen is involved in tax preparation services through Greggs & Reid CPA. 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 support services, including discretionary model portfolios and personalized investment solutions, while providing back-office operations, trading, and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Marko G

Series 66

Washington, UT

Commonwealth Financial Network

Marko Grzan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked with both Commonwealth Financial Network and Martin, Wardin & Eissner Financial Group. Outside of advising, he is involved in tax preparation through Martin, Wardin & Eissner Financial Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports its advisors with operations, technology, investment management, and compliance, while offering various program structures including discretionary model portfolios and personalized indexing options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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William C

CFP®, Series 63, Series 65

Wilton, NH

Commonwealth Financial Network

William Cahill is a CFP® professional with 40 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously spent three years at VOYA Financial. Outside of his advisory work, he is involved in purchasing and selling baseball cards and comic books online. 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 provides comprehensive adviser platforms, including managed-account programs, third-party asset manager access, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael F

Series 63

Canton, MA

Commonwealth Financial Network

Michael Fitzwilliam is a financial advisor with Commonwealth Financial Network in Quincy, MA, holding a Series 63 designation and over 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1986. Fitzwilliam also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom and model portfolio solutions, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Daniel S

Series 66

Brookfield, WI

Commonwealth Financial Network

Daniel Schmidt is a Series 66-credentialed financial advisor with four years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hundt Financial Services, Inc. His prior work includes roles at Augustine Financial, Edward Jones, and American Family Insurance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kimberlie S

Series 63, Series 65

San Diego, CA

Commonwealth Financial Network

Kimberlie Sonnenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 15 years before joining Commonwealth in 2024. Sonnenberg also owns a private entity involved in securities, advisory, and insurance business. 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 advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brian C

CFP®, Series 63, Series 65

Nashua, NH

Commonwealth Financial Network

Brian Coneeny is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Coneeny Investment Management and Axial Financial. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves 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 supports advisors with operations, trading, technology, compliance, and practice-management resources while offering multiple program structures and discretionary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Nicholas B

Series 66

Waltham, MA

Commonwealth Financial Network

Nicholas Botelho is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds a Series 66 designation and has 5 years of industry experience. He 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 retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance infrastructure.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Stephen R

Series 66

Spokane, WA

Commonwealth Financial Network

Stephen Robinson is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Clear Future Financial, LLC. Robinson is also the owner of Redcon Capital Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors. The firm supports a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services for individual and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Christopher M

CFP®, Series 63, Series 66

Colorado Springs, CO

Commonwealth Financial Network

Christopher Murphy is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Motivus Wealth Management. His prior experience includes roles at FSC Securities Corporation, Invesco, and Oppenheimerfunds. Outside of advising, he is involved in tax preparation services. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm offers discretionary model portfolios and customizable investment solutions, combining technology, compliance, and practice-management support for its affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jon W

CFP®, Series 63, Series 65

Chadds Ford, PA

Commonwealth Financial Network

Jon Walton is a CFP® professional with 42 years of industry experience, currently affiliated with Commonwealth Financial Network since 2008. He is also the founding partner and CEO of Independence Wealth Advisors, Inc., a role he has held since 2007. Outside of his advisory work, he is involved in car collecting and trading as a sole proprietor. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers its advisors access to diverse investment products and discretionary model portfolios managed by its in-house Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John M

CFP®, Series 63, Series 66

Columbia, MO

Commonwealth Financial Network

John Madigan is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and owns Madigan Wealth Management. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Central Bank. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and discretionary model portfolios while enabling advisors to construct customized client portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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