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Samuel N
Series 66
Waltham, MA
Commonwealth Financial Network
Samuel Niro is a financial advisor at Commonwealth Financial Network with a Series 66 designation. He has been with Commonwealth since 2024. Prior to this, he held positions at Blackstone Valley Naturals LLC., Home Depot, and Knapik Law Office. 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 adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.
Tara V
Series 66
Waltham, MA
Commonwealth Financial Network
Tara Verbeek is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has been with Commonwealth Financial Network since 2011. 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, compliance, and practice-management support to affiliated advisors.
James W
Series 66
Waltham, MA
Commonwealth Financial Network
James Whiteman 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 2008. 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, while supporting affiliated advisors with operations, technology, investment management, and compliance.
Michael W
Series 63, Series 65
Waltham, MA
Commonwealth Financial Network
Michael Wilson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Avantax Investment Services and Donnelly Boland & Associates. Outside of advisory services, he owns Wilson Accounting Group, LLC, which provides accounting and payroll services. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.
John H
Series 66
Waltham, MA
Commonwealth Financial Network
John Hagberg is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2000. 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, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.
Whitney J
Series 63, Series 65
Waltham, MA
Commonwealth Financial Network
Whitney Johnson is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 65 registrations and 15 years of industry experience. Prior to joining Commonwealth in 2014, Whitney worked at J. W. Cole Advisors, Inc. and Financial Advisers Of America, LLC. In 2026, Whitney began working with LPL Financial. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.
Joshua S
Series 66
Waltham, MA
Commonwealth Financial Network
Joshua Snell is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Sherwin Williams. Outside of financial advising, he has worked as a customer service associate for Sherwin Williams. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and support services. The firm provides a platform that includes operations, trading, technology, investment management, compliance, and practice-management resources.
Christopher M
Series 66
Waltham, MA
Commonwealth Financial Network
Christopher Mitchell is a financial advisor with Commonwealth Financial Network in Medway, MA. He holds the Series 66 designation and has 12 years of industry experience, including 13 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 provides a range of advisory programs and services, including wealth management and retirement plan consulting, while offering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.
Brian B
Series 66
Waltham, MA
Commonwealth Financial Network
Brian Brelinsky is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 25 years of industry experience. He has been with Commonwealth Financial since 2005. 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 individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.
Kol B
Series 66
Waltham, MA
Commonwealth Financial Network
Kol Birke is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he provides behavioral coaching services and seminars. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their 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.
Nelson W
Series 66
Waltham, MA
Commonwealth Financial Network
Nelson Willard is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2016. 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 $210 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Renee L
Series 66
Waltham, MA
Commonwealth Financial Network
Renee Lebaron is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She 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 services, including discretionary model portfolios managed by its Investment Management and Research team, and supports affiliated advisors with operations, trading, technology, compliance, and practice management.
Owen F
Series 66
Waltham, MA
Commonwealth Financial Network
Owen Flanagan is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and previously worked at MFS Fund Distributors, Inc. for seven years before joining Commonwealth in 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services, managing roughly $212.7 billion in client assets.
Evan P
Series 66
Waltham, MA
Commonwealth Financial Network
Evan Pappazisis is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2017, following two years at National Regulatory Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering a variety of discretionary model portfolios and program structures.
Andrew K
Series 66
Waltham, MA
Commonwealth Financial Network
Andrew Kitchings is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He has worked at Commonwealth since 2014 and previously spent five years at LPL Financial. 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. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, as well as custody and clearing services.
Peter E
Series 66
Waltham, MA
Commonwealth Financial Network
Peter Essele is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has been with Commonwealth since 2004. Outside of his advisory role, he owns PS Crokinole, a business that markets and sells custom crokinole game boards. 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 customized investment solutions, supported by extensive operations, technology, and compliance infrastructure.
Andrew N
Series 66
Waltham, MA
Commonwealth Financial Network
Andrew Nickerson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has been with Commonwealth Financial Network since 2017, following a tenure at Andover Investment Advisors and a role at Bentley University. 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 provides a broad platform of managed-account programs, access to third-party asset managers, and custody and clearing services, supporting both discretionary and nondiscretionary portfolio management.
Carlos C
Series 66
Waltham, MA
Commonwealth Financial Network
Carlos Canto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. He previously worked at National Regulatory Services - Blue Sky Regulatory Services for six years. Outside of his advisory role, he works as a Lyft driver in Woburn, MA. 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 and customized investment solutions.
Ian S
Series 63, Series 66
Waltham, MA
Commonwealth Financial Network
Ian Stephens is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at John Hancock, Edward Jones, Natixis Global Associates, and E*Trade. Outside of his advisory work, he is a partner in a run coaching and marathon training business called RUNdays. 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 investment programs and platforms, including internally managed model portfolios and third-party asset managers, along with retirement consulting and custody services.
Amy K
Series 66
Waltham, MA
Commonwealth Financial Network
Amy Kitson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network since 2011 and LPL Financial LLC since 2026. 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 individual and institutional clients. The firm manages about $212.7 billion in client assets and offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.
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