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Gayle S

CFP®, Series 63, Series 66

Scottsdale, AZ

Commonwealth Financial Network

Gayle Starr is a CFP® with 41 years of industry experience, currently serving at Commonwealth Financial Network since 2005. Prior to that, she worked at Ameritas Investment Company, LLC and The Advisors Group, Inc. Outside of her advisory role, she is president and owner of Starr Wealth Strategies, Inc., a private entity for operating a securities business, and president of Lin-Com, Inc., a fixed insurance business. 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 over $212 billion in client assets. The firm provides adviser support through a range of managed-account programs, access to third-party asset managers, 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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Phylis B

Series 63, Series 65

Scottsdale, AZ

Commonwealth Financial Network

Phylis Bolno is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Commonwealth since 2005 and also owns Customized Wealth Strategies, LLC, which offers tax preparation and accounting services in addition to securities 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 variety of advisory programs and extensive operational, trading, compliance, and practice-management support to affiliated advisors.

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

Series 63, Series 65

Scottsdale, AZ

Commonwealth Financial Network

Joanne Astle is a financial advisor at Commonwealth Financial Network with 47 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Commonwealth and Astle Investment Management since 2015. Astle Investment Management is a part-owned entity involved in securities business conducted at her branch. 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 customized investment solutions.

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