Andrew Heffernon is a CFP® with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has held prior roles at Infinitas, Prime Capital Investment Advisors, Creative Planning, LLC, and Holmes Murphy & Associates. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, supporting a wide range of individual and institutional clients.

Tammy Tetzlaff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Commonwealth Financial Network and Trinity Planning Group, LLC, and is the owner of Infinitas Retirement Plan Solutions, LLC, which focuses on qualified plan business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering a range of discretionary model portfolios and program structures.

Brennan Masterson is a financial advisor with Commonwealth Financial Network holding Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Infinitas, Wells Fargo Advisors, and FCS Family Office. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios using a broad range of securities and insurance products.

Chad Berg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Infinitas, Cambridge Investment Research Inc., Premier Income Partners, Securities America, and Security National Bank. 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 $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Heeney is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2014. He currently also works with Infinitas Coordinated Wealth Counsel. Heeney is involved in fixed insurance sales as an additional business activity. 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 manages approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jerry Perfect is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Commonwealth and Wurzer & Associates since 2006. 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 services, including discretionary model portfolios and personalized investment solutions, supported by extensive back-office, technology, and compliance resources.

Melissa Myers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Mass Mutual Investors Services and Northwestern Mutual Life Insurance Company. Outside of her advisory role, Myers owns Second Opinion Consulting, LLC, a business consulting firm based in Smithville, MO. 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 provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for its affiliated advisors.

Michael Orndorff is a CFA® charterholder with seven years of industry experience, currently associated with Commonwealth Financial Network. He previously worked at American Century Investments for 24 years. Orndorff is also co-owner of Cyclus Capital Management, LLC, a private entity facilitating securities business. 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 offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Claire Vallejo is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and six years of industry experience. Her prior roles include positions at Mutual Securities, Inc., Intellicents Investment Solutions, Inc., and Kornitzer Capital Management. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Susan Geiersbach is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Heim, Young & Associates, Inc. and Lockton Companies. She also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of program structures and emphasizes operational, trading, technology, compliance, and practice-management support for its affiliated advisors.

Randall Johnson is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Infinitas and Mass Mutual Investors Services. He is a co-owner of RMJ Financial LLC, a private entity established for tax purposes. 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 over $212 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Michelle Poston is a CFP® professional affiliated with Commonwealth Financial Network with 21 years of industry experience. She has been with Commonwealth and Infinitas since 2009. Outside of her advisory work, she serves as an instructor at the University of Missouri–Kansas City, teaching general financial planning. 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 about $212.7 billion in client assets. The firm offers a range of managed-account programs and access to third-party managers, providing trading, reporting, and custody services for individual and institutional clients.

Michael Ball is a financial advisor with Commonwealth Financial Network in Overland Park, KS, holding a Series 66 designation and 14 years of industry experience. He has been with Commonwealth and Summit Wealth Advisors since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions and retirement plan consulting, while providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Samuel Di Sette is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at Infinitas and Commonwealth Financial Network since 2023. Outside of his advisory role, he is a swim coach at Kansas City Swim Academy. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

James Stanziola is a ChFC®-designated financial advisor with 35 years of industry experience. He is affiliated with Commonwealth Financial Network and has been with the firm since 2012. Outside of his financial advisory work, he is the sole owner of Stanziola Law Practice, LLC, where he performs legal work in estate and business matters. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a broad platform including managed-account programs, third-party asset manager access, and custody services. The firm supports advisers with a range of investment options and back-office services for individual and institutional clients.

Joshua Schmalz is a financial advisor with Commonwealth Financial Network in Overland Park, KS. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Equitable Advisors, Primerica, and Northwestern Mutual, as well as work at Emporia State University and Jefferson County North schools. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and a variety of program structures through its Investment Management and Research team.

Zachary Disette is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over nine years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is involved 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Scott Herz is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and 20 years of industry experience. He has been with Commonwealth since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services, managing roughly $213 billion in client assets.

Brian Francis is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked with several firms including Prosperity Network of Advisors LLC, Cetera Advisors, LLC, and Oppenheimer & Co. Inc. Outside of his advisory role, he provides mobile notary public services and owns Better Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Timothy Disette is a financial advisor with Commonwealth Financial Network in Overland Park, KS, holding a Series 63 designation and over 34 years of industry experience. He has been associated with Trinity Planning Group since 2012, where he is also an owner. Outside of his advisory role, he co-owns Black Acre Farms, LLC, which manages a recreation property. 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 provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.