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Scott S

Series 63, Series 65

Boston, MA

Commonwealth Financial Network

Scott Smith is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Commonwealth since 2005 and was also associated with Beacon Investment Management, LLC for 15 years. In addition to advisory work, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its 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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Brian M

Series 63, Series 65

Boston, MA

Commonwealth Financial Network

Brian Mckenney is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Commonwealth since 1994 and is also the managing partner of Beacon Investment Management, LLC, a private securities business. Additionally, he serves as a co-trustee in a non-investment capacity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion to construct client portfolios using diverse securities and insurance products alongside firm-managed 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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Kennett F

Series 63, Series 66

Boston, MA

Commonwealth Financial Network

Kennett Fisk is a financial advisor at Commonwealth Financial Network in Boston, MA, with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Commonwealth and Beacon Investment Management since 2005. 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, enabling affiliated advisors to offer customized portfolio solutions.

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

Series 63, Series 65

Boston, MA

Commonwealth Financial Network

Brian Mccall is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth since 2005 and previously worked at Beacon Investment Management, LLC. In addition to advisory services, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides back-office support, technology, and investment management, allowing advisors to construct client portfolios from a broad range of 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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