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Mark A

CFP®, Series 63, Series 65

Overland Park, KS

Commonwealth Financial Network

Mark Agre is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2014. He is also co-owner of Clever Works, LLC, a private entity created to hold and sell patents under the business name SleepElevation.com. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Keith C

Series 63, Series 65

Overland Park, KS

Commonwealth Financial Network

Keith Carpenter is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth since 2006 and previously worked at Summit Wealth Advisors, Legacy Financial Group, and Mass Mutual Investors Services. Carpenter is also president and owner of Summit Wealth Management, Inc., and a partner and co-owner of Infinitas, LLC, both private entities related to securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a nationwide network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Connor Y

Series 66

Overland Park, KS

Commonwealth Financial Network

Connor Yohon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth, he worked at The Advocates and Oracle Corporation. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Sheryll G

Series 66

Overland Park, KS

Commonwealth Financial Network

Sheryll Gianino is a financial advisor with Commonwealth Financial Network based in Overland Park, KS. She holds a Series 66 designation and has experience working with Embark Financial Partners and LPL Financial. Prior to her current career, she was involved with Twelve Eleven LLC operating as Three Dog Bakery for six years. 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 around $212.7 billion in client assets. The firm provides a broad advisor-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brook D

CFP®, Series 63, Series 66

Overland Parks, KS

Commonwealth Financial Network

Brook Deaver is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2006 and also works with BD GWM, Inc. Outside of his advisory roles, he co-owns an entity that manages residential real estate in Barnett, Missouri. Commonwealth Financial Network serves 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 supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Curtis Y

CFP®, Series 63, Series 65

Overland Park, KS

Commonwealth Financial Network

Curtis Yohon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network, where he has worked since 2001. He also has experience with The Advocates since 2024. 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 provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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