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Michael M

CFP®, Series 63, Series 65

Hyannis, MA

Commonwealth Financial Network

Michael Marchese Jr. is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and Axial Financial Group. He has held various ownership and management roles in multiple related entities, including tax services and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custodial services.

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

CFP®, Series 66, Series 63

Hyannis, MA

Commonwealth Financial Network

Emily Mullane is a CFP®-designated financial advisor with 12 years of industry experience. She is currently with Commonwealth Financial Network and Axial Financial Group, having previously worked at Bank of America and Merrill. Outside of finance, she owns Claire & Lee Gifts, an online gift business based in East Falmouth, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, third-party asset manager access, 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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William S

CFP®, Series 66

Hyannis, MA

Commonwealth Financial Network

William Scotti III is a CFP® professional with 20 years of industry experience. He is a co-owner and managing principal of Axial Capital Management, LLC, and has worked with Commonwealth Financial Network since 2007. His prior experience includes roles at Swift Financial Services, Inc., and Axial Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm provides a broad adviser-support platform that includes 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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Paul M

Series 63, Series 65

Hyannis, MA

Commonwealth Financial Network

Paul Miller is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Commonwealth since 2006 and has served at Axial Financial Group since 2007. Outside of his advisory work, he is involved in tax-related services through co-ownership of Pinnacle Tax Service, LLC. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer diversified portfolios and discretionary model strategies to their clients.

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

Series 65, Series 66

Hyannis, MA

Commonwealth Financial Network

Tracey Brennan Reale is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Axial Financial Group since 2012 and has been associated with Commonwealth Financial Network since 2010. Outside of her advisory work, Reale is involved in tax preparation services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering a platform that supports advisors in delivering customized advice 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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Andrew A

Series 66

Hyannis, MA

Commonwealth Financial Network

Andrew Augusto is a financial advisor with Commonwealth Financial Network in Hyannis, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Commonwealth, he worked at Axial Financial Group, MassMutual, and Florence Bank. He is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of investment programs and operates as a platform provider supporting advisors with operations, trading, technology, compliance, and practice management.

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