Brian Beaulieu is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Allen Financial Group and Commonwealth Financial Network since 2012. He is also involved in fixed insurance sales as a secondary business activity. 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 broad support platform including managed-account programs, access to third-party asset managers, and custody services, offering a range of investment options including mutual funds, ETFs, and personalized indexing.

J Pierce is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds the CFP® designation and Series 63 license and has been with both Commonwealth and Allen Financial Group for 25 years. Outside of his advisory work, he serves as an advisory board member for Sebago Technics. 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 $200 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and retirement consulting, delivering both discretionary and nondiscretionary investment solutions.