Tyler Zieker is a financial advisor with Commonwealth Financial Network and holds a Series 65 designation. He has one year of industry experience and previously worked at Pathfinder Wealth Consulting, United Bank, and several hospitality and educational institutions. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients, managing approximately $212.7 billion in assets. The firm offers a range of managed account programs, third-party asset manager access, and back-office support services.

Karen Brock is a Certified Financial Planner® (CFP®) with three years of industry experience. She is currently affiliated with Commonwealth Financial Network in Cary, NC, having previously worked with Pathfinder Wealth Consulting. Brock has been associated with Commonwealth Financial Network in two separate periods totaling 12 years of service. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party managers, retirement and plan consulting, and custody/clearing services.

James Trull is a financial advisor with Commonwealth Financial Network in Cary, NC, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. He previously worked at Keystone Financial Partners for 24 years and Commonwealth Equity Services, Inc. for 27 years. Outside of advisory work, he is the founder and managing member of The Senior Resource Alliance of the Triangle, a professional networking group, and serves as a course instructor at the Osher Lifelong Learning Institute at North Carolina State University. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to accommodate diverse investment strategies.

Christopher Murphy is a financial advisor with Commonwealth Financial Network in Cary, NC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc. and Paine-Webber Group. He is also owner and president of CMLZ, LLC, an entity created to operate a branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Walsh is a CFP® with 15 years of experience in the financial advisory industry. He is currently affiliated with Commonwealth Financial Network and has previously worked at Pathfinder Wealth Consulting, Wealth Wise Planning, and Keystone Financial Partners. Walsh also conducts fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and numerous individual and institutional clients. The firm offers a broad platform of managed-account programs, third-party asset manager access, retirement consulting, and custody services.