Venzon Aromin III is a CFP® professional affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has worked at firms including Lion Street Advisors and Csenge Advisory Group. Aromin 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 clients, providing a variety of advisory programs and back-office support, including investment management, compliance, and technology services. The firm offers multiple program structures and discretionary model portfolios developed by its Investment Management and Research team.

Daniel Moskowitz is a CFP® professional with 25 years of experience in financial advising. He has been with Commonwealth Financial Network since 2018 and also owns A Better Financial Group, which he has operated since 2004. Outside of his advisory work, he is involved in the purchase and sale of sports memorabilia via an online platform. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and distinct program structures, supporting advisors with technology, compliance, and investment management resources.

Rheannon Boddie is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network. Her prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Gwinnett County Public Schools. She also offers divorce planning services through Beyond Financial, a private entity she owns. Commonwealth Financial Network supports a national network of advisors by providing operational, trading, technology, investment management, compliance, and practice-management resources. The firm offers a variety of advisory programs and model portfolios, serving both retail and institutional clients.