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Kevin C
Series 66
San Diego, CA
Commonwealth Financial Network
Kevin Carlin is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth since 2017, following five years at LPL Financial. Outside of his advisory role, Carlin is involved as a staff member at Optimal Nutritionals, a nutritional supplement business, and is the owner and designer of Trail Comfort, an online apparel company on Etsy. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and a range of investment options supported by discretionary and nondiscretionary portfolio management.
Nathan P
CFA®, Series 63
San Diego, CA
Commonwealth Financial Network
Nathan Parker is a CFA® charterholder with 15 years of industry experience. He has been with Commonwealth Financial Network in San Diego, CA since 2013. 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 their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.
Michael S
Series 66
San Diego, CA
Commonwealth Financial Network
Michael Sheehan is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth Financial Network since 2012. 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 services, including wealth management and retirement plan consulting, and offers operational, trading, technology, compliance, and practice-management support to affiliated advisors.
Ashley R
Series 66
San Diego, CA
Commonwealth Financial Network
Ashley Rinaudo is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and 23 years of industry experience. She has worked at Commonwealth since 2006, with prior experience at LPL Financial, Citigroup Global Markets, and Ameriprise. 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 adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.
Laura C
Series 66
San Diego, CA
Commonwealth Financial Network
Laura Clem is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. She previously worked at CUSO Financial Services, LP for seven years before joining Commonwealth in 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who maintain discretion over client portfolios while utilizing Commonwealth’s model portfolios and program structures.
Anthony B
Series 63, Series 66
San Diego, CA
Commonwealth Financial Network
Anthony Bonafede is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at CUSO Financial Services, LP and Independent Financial Group LLC. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.
Wesley C
Series 63, Series 66
San Diego, CA
Commonwealth Financial Network
Wesley Cope is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Madison Avenue Securities. 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. The firm offers advisory support through discretionary and nondiscretionary managed account programs, access to third-party asset managers, and back-office services including trading and reporting.
Kevin R
Series 63, Series 66
San Diego, CA
Commonwealth Financial Network
Kevin Roach is a financial advisor with Commonwealth Financial Network in San Diego, CA. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including three years at LPL Financial prior to joining Commonwealth in 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Natasha H
Series 66
San Diego, CA
Commonwealth Financial Network
Natasha Hui is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. She has been with Commonwealth since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide and manages about $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody and clearing services.
Christa K
Series 63, Series 65
San Diego, CA
Commonwealth Financial Network
Christa Keck English is a financial advisor with Commonwealth Financial Network in San Diego, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Independent Financial Group, LLC and Telos Capital Management, Inc. She has been with Commonwealth Financial Network since 2021. 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 broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Marianna S
Series 63, Series 66
San Diego, CA
Commonwealth Financial Network
Marianna Sada is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at LPL Financial, Cuso Financial Services, and TD Ameritrade. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting advisors with both discretionary and nondiscretionary portfolio implementation.
Julian M
Series 66
San Diego, CA
Commonwealth Financial Network
Julian Myers is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Commonwealth Financial Network and previously held roles at LPL Financial, Independent Financial Group, and as a self-employed advisor. 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 manages roughly $213 billion in assets and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.
Kameron H
Series 66
San Diego, CA
Commonwealth Financial Network
Kameron Hall is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2019 and previously worked at the University of New Hampshire from 2015 to 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Nelly W
Series 66
San Diego, CA
Commonwealth Financial Network
Nelly Warner is a financial advisor with Commonwealth Financial Network in San Diego, CA. She holds a Series 66 designation and has five years of experience at Commonwealth, with prior roles in the hospitality and educational sectors. Commonwealth Financial Network serves a national network of nearly 2,900 affiliated advisors and manages approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed account programs, third-party asset manager access, and retirement consulting, combining internal and outsourced portfolio management options.
Jessica S
Series 63, Series 65
San Diego, CA
Commonwealth Financial Network
Jessica Szombathelyi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with firms including Independent Financial Group, CUSO Financial Services, TDAmeritrade, and Boeing Employee's Credit Union. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a broad advisor-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.
Christopher S
Series 66
San Diego, CA
Commonwealth Financial Network
Christopher Schwartz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and possessing 11 years of industry experience. He has worked at Commonwealth since 2016 and spent one year at OneAmerica Securities, Inc. prior to that. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of advisory support services, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.
Tim P
Series 63, Series 65
San Diego, CA
Commonwealth Financial Network
Tim Pantaleon is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at CUSO Financial Services, LP for 13 years before joining Commonwealth in 2022. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers various program structures and investment management solutions, supported by operations, trading, technology, compliance, and practice-management services.
Edward V
Series 66
San Diego, CA
Commonwealth Financial Network
Edward Vita is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. His career includes prior roles at UBS Financial Services and a consulting position with Vita Wine Consulting. He is based in San Diego, CA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios using a structured due-diligence process.
Jessica M
Series 66
San Diego, CA
Commonwealth Financial Network
Jessica Marchesini is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth since 2009 and recently joined LPL Financial LLC in 2026. 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 broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.
Ian C
Series 63, Series 65
San Diego, CA
Commonwealth Financial Network
Ian Carr is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Commonwealth in 2022, he worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2015 to 2021 and spent a year as a homemaker and at-home dad. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, and compliance support to affiliated advisors.
Matthew D
CFP®, Series 63, Series 66
San Diego, CA
Commonwealth Financial Network
Matthew Digiacomo is a CFP® professional with 23 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Core Financial Group since 2023, and previously worked at Woodbury Financial Services, Inc. from 2011 to 2023. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and customized program options, backed by substantial clearing and custody relationships.
David W
Series 66
San Diego, CA
Commonwealth Financial Network
David Wohl is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company, CUSO Financial Services, and other firms prior to joining Commonwealth in 2022. Outside of his advisory work, he coaches soccer for the Associated Students at San Diego State University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.
Andrew V
Series 63, Series 66
San Diego, CA
Commonwealth Financial Network
Andrew Vaughn is a financial advisor with Commonwealth Financial Network in San Diego, CA. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Commonwealth in 2021, he spent 13 years at an independent financial group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Alexis C
Series 66
San Diego, CA
Commonwealth Financial Network
Alexis Cannon is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2015. Based in San Diego, CA, Alexis works within a national firm that supports a large network of advisors. Commonwealth Financial Network is a registered investment adviser serving approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios, personalized indexing, and retirement plan consulting, while providing operational, technological, and compliance support to its affiliated advisors.
Shelley P
Series 65, Series 63
San Diego, CA
Commonwealth Financial Network
Shelley Pearson is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. Her prior roles include positions at CUSO Financial Services, LP, Independent Financial Group, and Capstone Investments. She is based in San Diego, CA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody and clearing services.
Chomreun P
Series 66, Series 63
San Diego, CA
Commonwealth Financial Network
Chomreun Pao is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 credentials and seven years of industry experience. He previously worked at CUSO Financial Services, LP for nine years before joining Commonwealth in 2021. 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 adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.
Bradford B
Series 63, Series 66
San Diego, CA
Commonwealth Financial Network
Bradford Byrns is a financial advisor with Commonwealth Financial Network in Dublin, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to joining Commonwealth and Aegis Consulting in 2025, he worked at Lincoln Financial Advisors for 11 years. He also spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.
Jonathan G
Series 66
San Diego, CA
Commonwealth Financial Network
Jonathan Good is a Series 66-credentialed financial advisor with 18 years of industry experience. He joined Commonwealth Financial Network in 2023 after spending a decade with Principal Securities Inc and Principal Life Insurance Company. He is based in San Diego, California. 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 a large base of individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Christine M
Series 66
San Diego, CA
Commonwealth Financial Network
Christine Martinez is a financial advisor at Commonwealth Financial Network with four years of industry experience. She previously worked at Independent Financial Group, LLC and Cohn & Company. Outside of finance, she has worked as an independent contractor specializing in mobile wedding gown preservation and as a health coach. 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 $210 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody/clearing services.
Valerie C
Series 66
San Diego, CA
Commonwealth Financial Network
Valerie Carlson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth Financial since 2009 and joined LPL Financial LLC in 2026. 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 provides a range of managed account programs, access to third-party asset managers, retirement and plan consulting, and custody services.
Patricia P
Series 63, Series 65
San Diego, CA
Commonwealth Financial Network
Patricia Posada is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior roles include positions at Sagepoint Financial, INC. and OSAIC. Commonwealth Financial Network serves a national network of nearly 2,900 affiliated advisors and their individual and institutional clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.
Cole W
Series 66
San Diego, CA
Commonwealth Financial Network
Cole Winship is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with Commonwealth Financial Network and has prior experience at Pacific Point Wealth Management, LLC, Thrivent Financial, and RA Capital Advisors. Winship has also been affiliated with the University of San Diego. 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 provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
John D
Series 66
San Diego, CA
Commonwealth Financial Network
John Dorff is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Commonwealth Financial Network since 2012. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides back-office support such as operations, trading, technology, investment management, compliance, and practice-management resources.
Cleshelle P
Series 66
San Diego, CA
Commonwealth Financial Network
Cleshelle Pearson is a financial advisor with Commonwealth Financial Network. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at LPL Financial prior to joining Commonwealth in 2022. 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 provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and offers a variety of investment options including mutual funds, ETFs, and annuities.
Chad L
Series 63, Series 65
San Diego, CA
Commonwealth Financial Network
Chad Lafauci is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He has been with Commonwealth since 2000 and holds Series 63 and Series 65 designations. 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 provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Eric E
Series 66
San Diego, CA
Commonwealth Financial Network
Eric Enriquez is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and previously worked at Independent Financial Group, LLC and Mission Bay Aquatic. 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 individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.
Michael A
Series 63, Series 66
San Diego, CA
Commonwealth Financial Network
Michael Acio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial LLC and Independent Financial Group, among others. 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 broad platform of managed-account programs, third-party asset manager access, and custody services, supporting advisors with both internally managed and outsourced investment solutions.
Christopher B
Series 66
San Diego, CA
Commonwealth Financial Network
Christopher Barber is a Series 66-credentialed advisor with 15 years of industry experience, currently practicing at Commonwealth Financial Network in San Diego, CA. He has been with Commonwealth Financial Network for a total of 18 years, with a one-year period at Unidine Corporation between his tenures. 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 consulting, and custody services.
Susan P
Series 66
San Diego, CA
Commonwealth Financial Network
Susan Pillen Levine is a financial advisor with Commonwealth Financial Network in San Diego, CA. She holds a Series 66 designation and has 13 years of industry experience, including nine years at LPL Financial before joining Commonwealth in 2022. 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, access to third-party asset managers, retirement consulting, and custody services.
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