Jack Heintzelman is a financial advisor with Commonwealth Financial Network based in Needham, MA. He holds the CFP® designation and has eight years of industry experience. His prior work includes roles at Boston Wealth Strategies, Mass Mutual, and UBS Financial. He is a board member and co-owner of Liberty Cedar, Inc., a retail lumber company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Gregory Pinto is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and bringing 34 years of industry experience. His career includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of Altara Wealth, Inc., a private entity 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 clients. The firm provides a range of advisory programs and support services, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Grace Sun is a CFP® with two years of industry experience, currently working at Commonwealth Financial Network and Altara Wealth. Her prior experience includes four years at Boston Wealth Strategies and roles in education at Brandeis University and Emma Willard School. 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 services.

Brian Franford is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameritas Advisory Services, Daniel J. Galli & Associates, COMPASS Wealth Management, and Lincoln Investment. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Patrick Hinton is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and ChFC® designations and 27 years of industry experience. He is a co-owner of Altara Wealth, Inc., a private entity facilitating securities, advisory, and insurance business. Outside of his advisory role, he serves as an elected Town Meeting Member in Walpole, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and technology support, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios.

Carter Scheetz is a CFP® with 10 years of industry experience currently affiliated with Commonwealth Financial Network in Needham, MA. His prior roles include positions at Foreside Fund Services, LLC and One Charles Private Wealth. He also holds a Series 63 license and spends a portion of his time engaged in fixed insurance sales. 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 comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and retirement consulting, while providing a variety of investment options and back-office services.

Azadeh Ward is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 license and nine years of industry experience. Her prior work includes roles at Boston Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and practice-management services while offering a range of discretionary model portfolios and customized investment solutions.

Caroline Knights is a CFP®-certified financial advisor with four years of industry experience. She is currently affiliated with Commonwealth Financial Network and Boston Wealth Strategies, having held roles at both firms since 2020. Prior to her financial career, she worked in education and participated in a Fulbright program. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

Drew Inglesi is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with Commonwealth Financial Network in Needham, MA. Prior to this, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated 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, retirement and plan consulting, and custody/clearing services.