Peter Daniels is a CFP® with ten years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2019. He has previously worked at Concentric Private Wealth and returned to Commonwealth in 2019 after an earlier tenure from 2015 to 2019. Outside of his advisory role, he is also a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, with portfolios implemented through in-house model portfolios or outsourced to third-party platforms.

Mary Liola is a CFP®-certified financial advisor with Commonwealth Financial Network, based in McLean, VA, with 24 years of industry experience. She has been with Concentric Private Wealth and Commonwealth Financial Network since 2012. Liola is also co-owner of Jack Books, LLC, a company focused on authoring and publishing books. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.