Joseph Malmborg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Commonwealth since 2014 and leads Malmborg Wealth Consulting Group. Malmborg also served as CFO and part owner of The Wealth Transition Collective, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers various advisory programs, including discretionary model portfolios and customized investment solutions.

Michael Shea is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 13 years of industry experience. He is also the owner of Pension & Benefits Associates, Inc., a private entity involved in securities, advisory, and insurance business. His prior work includes positions at BlackRock Investments and Columbia Management Investment Distributors. 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 operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from a wide range of securities and insurance products.