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Shaun G

Series 66

Waltham, MA

Commonwealth Financial Network

Shaun Griffin is a financial advisor at Commonwealth Financial Network with a Series 66 designation and six years of industry experience. Prior to joining Commonwealth, he worked at JP Morgan Chase & Co and held various roles outside the financial sector. 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 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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Matthew S

Series 66

Waltham, MA

Commonwealth Financial Network

Matthew Stys is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2017. Prior to joining Commonwealth, he worked at Hampshire Country School for one year. 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 offers a broad adviser-support platform including 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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Dorian C

Series 66

Waltham, MA

Commonwealth Financial Network

Dorian Carbunari is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2007. 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, supported by operations, trading, technology, investment management, compliance, and practice-management resources.

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

Series 66

Waltham, MA

Commonwealth Financial Network

John Gerry is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Before joining Commonwealth in 2022, he worked in various roles including at CVS Pharmacy and ScribeAmerica, and attended the University of Miami from 2014 to 2018. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction while offering proprietary model portfolios and a range of advisory programs.

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

Series 66

Waltham, MA

Commonwealth Financial Network

Davin Sweeney is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2023. His prior experience includes time at St. Lawrence University and Xaverian Brothers High School. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment solutions such as discretionary model portfolios, personalized indexing with tax harvesting, and multiple program structures tailored to advisor and client needs.

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

Series 66

Waltham, MA

Commonwealth Financial Network

Thuy Berman is a Series 66-registered financial advisor with Commonwealth Financial Network in Waltham, MA, where she has worked since 2003, totaling 23 years with the firm and 16 years of industry experience. 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 about $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, serving both individual 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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Leona B

Series 66

Waltham, MA

Commonwealth Financial Network

Leona Barber is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at MML Investors Services and Fidelity Brokerage Services 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 variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, trading, technology, and compliance 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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William P

Series 66

Waltham, MA

Commonwealth Financial Network

William Pherson is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2014. 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 personalized investment solutions, while acting as a platform and operations provider for 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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Ryan K

Series 63, Series 66

Waltham, MA

Commonwealth Financial Network

Ryan Kelley is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds Series 63 and Series 66 designations and has three years of industry experience. Prior to joining Commonwealth in 2022, he worked at Brown Brothers Harriman, NYLIFE Securities LLC, New York Life Insurance Company, MSL Group, and Bentley University. Outside of his advisory role, he has worked as a driver for Uber Eats and DoorDash. 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 support platform including 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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Michael K

Series 66

Waltham, MA

Commonwealth Financial Network

Michael Kenney is a Series 66-credentialed financial advisor at Commonwealth Financial Network with 11 years of industry experience. He has been with Commonwealth since 2011. 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 offers a wide range of managed-account programs, access to third-party asset managers, retirement and plan consulting, 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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Heather D

Series 66

Waltham, MA

Commonwealth Financial Network

Heather Doherty is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Stoneham, MA. She has 19 years of industry experience, including 18 years with Commonwealth Financial Network. 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 operations, trading, technology, investment management, compliance, and practice-management support to its 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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Zachary R

Series 66

Waltham, MA

Commonwealth Financial Network

Zachary Reid is a Series 66-licensed financial advisor with Commonwealth Financial Network, where he has worked since 2018. He has two years of industry experience. Prior to joining Commonwealth, he was a student from 2014 to 2018. 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 advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, investment management, 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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Wayne R

Series 66

Waltham, MA

Commonwealth Financial Network

Wayne Richardson is a financial advisor with Commonwealth Financial Network in Waltham, MA. He holds a Series 66 designation and has 17 years of industry experience. He has been with Commonwealth since 2015. 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 back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

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

Series 66

Waltham, MA

Commonwealth Financial Network

Stephen Kochis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory role, he serves as a firefighter with the Bolton Fire Department. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support while allowing advisors discretion in portfolio construction.

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

CFP®, Series 66

Waltham, MA

Commonwealth Financial Network

Michael Baum is a CFP® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth in multiple periods since 2008 and was also associated with Weiss, Hale & Zahansky Strategic Wealth Advisors. He is involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, operating primarily as a platform and back-office provider.

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

Series 66

Waltham, MA

Commonwealth Financial Network

David Youngwirth is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. He has been with Commonwealth Financial Network since 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including customized portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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

Series 63, Series 66

Waltham, MA

Commonwealth Financial Network

Richard Burke is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at John Hancock Financial and John Hancock Distributors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and support services, including discretionary model portfolios managed by its Investment Management and Research team.

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

Series 66

Waltham, MA

Commonwealth Financial Network

Charlie Kantor is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he held various roles in education and tutoring, including positions at the University of Vermont and YMCA Camp Chingachgook. 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 operational, trading, technology, 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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Sean R

Series 66

Waltham, MA

Commonwealth Financial Network

Sean Roche is a Series 66-licensed financial advisor with Commonwealth Financial Network in Waltham, MA, where he has worked for 13 years. He has a total of nine years of industry experience. 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 broad client base. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody/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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Amy C

Series 63, Series 65

Waltham, MA

Commonwealth Financial Network

Amy Cinelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Commonwealth 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 hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a range of managed-account programs, third-party asset manager access, and back-office support while offering various investment options including mutual funds, ETFs, and personalized indexing.

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