Nathan Van Bortel is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Cetera Investment Services LLC and Canandaigua National Bank. Van Bortel is also the owner of Sarkis Financial Corporation, a private entity that facilitates securities, advisory, and insurance business. 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 $212 billion in client assets. The firm provides a broad advisor-support platform, including managed-account programs, third-party asset manager access, and custody/clearing services.

Wade Sarkis is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 credentials and bringing 38 years of industry experience. He has worked at Commonwealth Financial Network since 1997, with a brief transition in 2025, and also maintains roles at Canandaigua Financial Group and Crossbridge Financial. Outside of advising, he manages a private family entity, Sarkis Family Fund, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from diverse securities and insurance products.