Jonathan Simpson is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Synergy Financial Advisors. His prior roles include positions at Securities America Advisors, OSAIC, and E*TRADE Securities LLC. He is the owner of JSS Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a nationwide network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, serving both individual and institutional clients.

Christy Roe is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and OSAIC. Outside of advisory work, she is involved in fixed insurance sales and is a co-owner of WCM Holdings, LLC, a commercial real estate management entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, while acting as a back-office and platform provider.

Wesley Shields is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Synergy Financial Advisors. He has a long tenure at Securities America Advisors, Inc., spanning 16 years. Outside of his advisory work, Shields is involved in fixed insurance sales and is a co-owner of a commercial real estate management entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers investment management, compliance, technology, and practice-management resources, enabling advisors to deliver customized portfolio solutions and model-based strategies.