Tari Trowbridge is a financial advisor with Commonwealth Financial Network and Trowbridge & Co Wealth Management Group, holding the CFP® designation with 34 years of industry experience. He has been with both firms since 2014. Outside of advising, he owns real estate properties leased for gas royalties in Pennsylvania. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Conrad Cole is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and having one year of industry experience. His prior roles include positions at Henry Dunn, Inc. and various academic and municipal organizations. 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 $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.