Katherine Brady is a CFP® with 15 years of experience, currently affiliated with Commonwealth Financial Network and RNL & Associates since 2016. She provides fixed insurance sales and tax preparation services through RNL & Associates. 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 around $212.7 billion in client assets, offering a variety of managed-account programs, third-party asset manager access, and custody services.

Courtney Gauthier is a financial advisor at Commonwealth Financial Network with three years of industry experience. She holds a Series 66 designation and has worked previously at RNL & Associates. Outside of her advisory role, she coaches youth hockey players in on-ice skills sessions. 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 $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Timothy O'Connor is a Certified Financial Planner® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network and RNL & Associates. He has provided financial advisory services for over a decade at these firms. In addition to investment advising, he is involved in tax preparation services and serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive platform that includes managed-account programs, access to third-party asset managers, and various investment options ranging from mutual funds to personalized indexing.