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Michael D

Series 63, Series 66

Syracuse, NY

Commonwealth Financial Network

Michael Davirro is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Commonwealth since 2024. In addition to his advisory role, he is co-owner of Bowers & Company CPAs PLLC, a CPA firm based in Syracuse, NY. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, 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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Katelyn K

Series 63, Series 65

Syracuse, NY

Commonwealth Financial Network

Katelyn Kriesel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior work includes positions at Cadaret, Grant & Co., Inc. and Morgan Stanley. She also serves as an elected Town Councilor for the Town of Manlius. 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 roughly $212.7 billion in client assets through a range of managed-account programs and third-party asset managers.

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

CFP®, Series 63

Syracuse, NY

Commonwealth Financial Network

William Kriesel is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. His prior work includes roles at B&C Planning Services LLC, ETFIDEA LLC, Cadaret, Grant & Co., Inc., and Diversified Capital Management. 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 discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

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

CFP®, Series 63, Series 65

Syracuse, NY

Commonwealth Financial Network

Kevin Visconti is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. He has held roles at Cadaret, Grant & Co., Inc. and is co-owner of Diversified Capital Management, LLC, as well as an Investment Adviser Representative of ETFIDEA, LLC. His activities include fixed insurance sales and providing asset management and financial planning services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management resources 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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George N

ChFC®, Series 63, Series 65

Syracuse, NY

Commonwealth Financial Network

George Nardone is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc. and Diversified Capital. Outside of his advisory roles, he serves as Director of Operations at Eastwood Dental Office, PC. Commonwealth Financial Network supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

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