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Michael F

Series 65

Carmel, IN

Commonwealth Financial Network

Michael Feltz is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. His prior work includes roles at Oaktree Financial Advisors Inc., Northwestern Mutual, and various positions outside the financial sector. 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, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning solutions under Commonwealth’s supervision.

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

CFP®, Series 63

Carmel, IN

Commonwealth Financial Network

Christopher Baker is a CFP® professional with 34 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is co-owner, CEO, and treasurer of Oaktree Financial Advisors, Inc., which provides securities, advisory, insurance, and tax preparation services. His career includes over two decades with Oaktree Financial Advisors and more than nine years at 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 affiliated advisors and managing over $210 billion in client assets. The firm offers comprehensive adviser support including managed-account programs, third-party asset manager access, and custody and clearing services.

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

Series 63, Series 65

Carmel, IN

Commonwealth Financial Network

Trevor Conwell is a financial advisor with Commonwealth Financial Network based in Carmel, IN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Oaktree Financial Advisors, Primerica Advisors, and Indiana University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

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

CFP®, ChFC®, Series 63

Carmel, IN

Commonwealth Financial Network

Edward Snyder is a CFP® and ChFC® credentialed advisor with 32 years of industry experience. He has been with Commonwealth Financial Network since 2016 and is co-owner, president, and secretary of Oaktree Financial Advisors, an entity involved in securities, advisory, insurance, and tax preparation services. Snyder also serves as a trustee of the company retirement plan for Oaktree Financial Advisors. 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 adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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

CFP®, Series 66

Carmel, IN

Commonwealth Financial Network

Gabrielle Baker is a CFP® credentialed financial advisor with five years of industry experience. She currently works at Commonwealth Financial Network and previously was with Ameriprise and Oaktree Financial Advisors. Baker spends a small portion of her time on fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets, offering a wide range of managed account programs and support services.

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