Mallory Storrie is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Her background includes roles at Crossbridge Financial Group and Commonwealth Financial Network. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Susan Finley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and has been involved with the National Network of Digital Schools since 2014. Outside of her advisory role, she operates as a wedding minister and officiant through Weddings by Susan and serves as a substitute musician and preacher with Mt. Hope United Church of Christ. 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, allowing advisors discretion in portfolio construction alongside managed model portfolios.