Kristina Danese is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding a Series 66 license and eight years of industry experience. She has been with Commonwealth Financial Network’s Total Business Planning division since 2014 and also works with Advantis Wealth Partners. Outside of her advisory role, she is involved as a gymnastics coach at the Jacksonville Academy of Gymnastics. Commonwealth Financial Network is a registered investment adviser supporting a national network of 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 customized portfolio solutions and discretionary model portfolios.

Thomas Walker is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at LPL Financial and JAX Federal Credit Union for 17 years each and is currently co-owner of Bishopgate Holdings, LLC, a private entity involved in securities, advisory, and insurance business. He also serves as a consultant for Prism Consulting Services, a non-investment-related activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while offering advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

William Beck is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Commonwealth since 2008 and previously at Total Business Planning, Inc. and Advantis Wealth Partners. Beck also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Lucius Milam IV is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and UBS Financial Services. Milam serves as a committee member for the 4th Circuit of Florida Unlicensed Practice of Law Committee. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers comprehensive operational, trading, compliance, and practice-management support while allowing advisors discretion to construct client portfolios using various securities and insurance products.