Patti Hohn is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and previously worked for Associated Investment Services, Inc. from 2016 to 2023. 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 manages about $212.7 billion in assets and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and back-office services.

Kristy Schreiber is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and 14 years of industry experience. She previously worked at Associated Investment Services, Inc. and has business interests in bookkeeping services through Schreiber Electric, LLC and Schreiber Property Holdings, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment programs and discretionary model portfolios, supported by its Investment Management and Research team.

Kelly Watzka is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Commonwealth in 2023, Kelly worked at Associated Investment Services, Inc. for 13 years. Outside of advisory roles, Kelly is a co-owner of Pinnacle Private Wealth, LLC and owns Watzka Wealth Management, LLC, both entities involved in securities, advisory, and insurance business. 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 offers a range of advisory programs and services, including discretionary model portfolios managed by its Investment Management and Research team, and provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Todd Funk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at Associated Investment Services, Inc. for 17 years and is a co-owner and senior partner of Pinnacle Private Wealth, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.