Laurence Claudia is a financial advisor with Commonwealth Financial Network in Cortland, NY, holding a Series 63 designation and 25 years of industry experience. Prior to joining Commonwealth in 2020, Claudia worked at Edward Jones for 20 years. Outside of advisory services, Claudia is involved in fixed insurance sales conducted at the branch location. 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 around $212.7 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform covering trading, reporting, and custody services.

Rose Claudia is a financial advisor with Commonwealth Financial Network and Treadstone Wealth Advisors, holding a Series 63 designation and 25 years of industry experience. She worked at Edward Jones for 20 years before joining her current firms in 2020. Rose is also the owner of Treadstone Wealth Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while enabling advisors to construct client portfolios using a broad range of securities and insurance products.