Terrence Pellitteri is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 designations and having 30 years of industry experience. He previously worked at LPL Financial for nine years before joining Commonwealth in 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves individual and institutional clients with a range of managed-account programs, third-party asset manager access, and brokerage services.

Kurtis Parde is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Commonwealth since 2021 and previously spent three years with Ameriprise Financial Services. Outside of finance, he owns and operates Kurt Parde Landscape Design, a business established in 2012. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management and technology support, allowing advisors to construct portfolios from diverse securities and insurance products.

James Pellitteri is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network since 2016. He is a co-owner of Paper Planes Childcare, LLC and serves as a board member for the Town of Jewett. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets through a comprehensive adviser-support platform and a range of investment solutions.