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Leigh V
Series 66
Wilmington, NC
Commonwealth Financial Network
Leigh Voli is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 66 credential and has previously worked at RBC Capital Markets and V & V Financial. Her background also includes roles outside finance, such as involvement with Satellite Bar and Lounge and Hotel Ballast. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors with trading, reporting, and portfolio implementation options.
Chad S
CFP®, Series 66
Wilmington, NC
Commonwealth Financial Network
Chad Slate is a CFP® with eight years of industry experience. He is currently affiliated with Commonwealth Financial Network and has held prior roles at Pathfinder Wealth Consulting, Raymond James Financial Services, and Pamela Fortenberry. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a range of advisory services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.
Samuel B
Series 65
Wilmington, NC
Commonwealth Financial Network
Samuel Byrd is a financial advisor with Commonwealth Financial Network in Wilmington, NC. He holds the Series 65 designation and has four years of industry experience. His prior work includes roles at Pathfinder Wealth Consulting and Live Oak Bank. 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, managing roughly $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/clearing services.
Brice G
Series 66
Wilmington, NC
Commonwealth Financial Network
Brice Gibson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has previously worked at CapFinancial Partners LLC (CAPTRUST), Fountain Financial Associates, Inc., and Cetera Advisor Networks. Gibson is also involved in fixed insurance sales. 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 a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Jason W
CFP®, ChFC®, Series 63, Series 65
Wilmington, NC
Commonwealth Financial Network
Jason Wheeler is a financial advisor with Commonwealth Financial Network in Wilmington, NC, holding CFP® and ChFC® designations and over 26 years of industry experience. He has been associated with Commonwealth Financial Network since 2005, alongside his ongoing role at Pathfinder Wealth Consulting. Wheeler is also involved in fixed insurance sales as part of his business activities. 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 around $212.7 billion in client assets. The firm offers a wide range of adviser-support services, including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody/clearing services.
Walter H
Series 63, Series 65
Wilmington, NC
Commonwealth Financial Network
Walter Hutsell is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Pathfinder Wealth Consulting, W&S Brokerage, and Western Southern Life. Outside of finance, he worked in retail and hospitality, including ownership involvement with Surf City Surf Shop and employment at Poe's Tavern. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing over $212 billion in client assets. The firm offers a range of managed account programs and access to third-party asset managers, providing trading, reporting, and custody services.
John Z
CFP®, Series 66
Wilmington, NC
Commonwealth Financial Network
John Zachary is a CFP®-designated financial advisor with 16 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Pathfinder Wealth Consulting, where he has held various roles since 2009. Zachary also engages in fixed insurance sales under the name Pathfinder Wealth Consulting. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.
Frank V
CFP®, Series 63, Series 65
Wilmington, NC
Commonwealth Financial Network
Frank Voli is a financial advisor with Commonwealth Financial Network in Wilmington, NC, holding the CFP® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked at firms including RBC Capital Markets Corporation and V & V Financial. Voli is also the owner of V & V Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors nationwide. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.
Pantelis M
CFP®, Series 63, Series 66
Wilmington, NC
Commonwealth Financial Network
Pantelis Miliotis is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Pathfinder Wealth Consulting and The Vanguard Group. He is based in Wilmington, NC, and holds Series 63 and Series 66 licenses. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.
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