Charles Dodds Jr. is a CFP® and ChFC® with 40 years of industry experience. He is currently with Commonwealth Financial Network and co-owns Dodds Wealth Management Group LLC. His prior experience includes seven years at Raymond James & Associates. Commonwealth Financial Network is a national registered investment adviser that supports approximately 2,950 advisors and their clients by providing advisory programs, technology, and operational support. The firm offers a range of portfolio management options, including discretionary model portfolios and personalized indexing strategies.

Elizabeth Ruvalcaba is a financial advisor with Commonwealth Financial Network in El Paso, TX, holding Series 63 and Series 66 licenses and 29 years of industry experience. Her prior roles include advisory positions at Dodds Wealth Management Group, Wells Fargo Advisors, Wells Fargo Clearing Services, and Morgan Stanley. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.

Tarah Mckenzie is a financial advisor with Commonwealth Financial Network in El Paso, TX, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Dodds Wealth Management Group, Raymond James & Associates, Charles Schwab, and Edward Jones. She is also involved in fixed insurance sales as a minority part of her business activities. Commonwealth Financial Network is a nationally recognized broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with access to various managed-account programs, third-party asset managers, and back-office services.

Adrian Dodds is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Raymond James & Associates for seven years before co-founding Dodds Wealth Management Group LLC, where he currently operates. Dodds also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment solutions and operates as a platform provider, delivering operational, trading, technology, compliance, and practice-management support to its affiliated advisors.