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Evan P

Series 66

Avon Lake, OH

Commonwealth Financial Network

Evan Potts is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Commonwealth and MJ Baker Financial Advisors in 2025. Potts is also 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 advisory programs, investment management, technology, and compliance support, enabling advisors to offer a broad range of securities and insurance products alongside discretionary model portfolios managed by the firm’s 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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Michael B

Series 66

Avon Lake, OH

Commonwealth Financial Network

Michael Baker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been associated with both Commonwealth Financial Network and his own firm, MJ Baker Financial Advisors, since 2011. Outside of advisory services, he is a co-owner of M. J. Baker and Associates Inc, which provides tax services. 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 support services, including model portfolios and customized investment solutions, while providing operational and compliance infrastructure 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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Shawn B

Series 66

Avon Lake, OH

Commonwealth Financial Network

Shawn Brunner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2011 and is also associated with MJ Baker & Associates, where he has been active since 2006. Outside of his advisory roles, he co-owns and manages commercial real estate through a private entity. 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 services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, technology, and compliance.

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

Series 63, Series 65

Avon Lake, OH

Commonwealth Financial Network

Morgan Woods is a financial advisor with Commonwealth Financial Network in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Commonwealth, Woods held roles at MJ Baker Financial Advisors and Citizens Bank, among others. 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 wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from 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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