Blandon, PA Plaza Drive Office

Zachary Werner is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Cadaret, Grant & Co., Inc. for eight years before joining Commonwealth and Adams & Associates in 2024. Werner is also involved in fixed insurance sales in Lehighton, PA, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, and custody and clearing services.

Gary Dietrich is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has been affiliated with Adams & Associates in two separate periods. Dietrich is also 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, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, compliance, and practice management services.

James Adams is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 42 years of industry experience. His prior work history includes over two decades at Cadaret, Grant & Co., Inc., and his own firm, Adams & Associates. Adams also spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages 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 services, with investment solutions spanning mutual funds, ETFs, individual securities, and personalized indexing.

Trevor Leverington is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has worked at both Commonwealth Financial Network and Adams & Associates. Prior to his financial advisory roles, he has held various positions including at Kutztown University and several local 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 hundreds of thousands of clients. The firm offers a broad support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services, utilizing both internally managed model portfolios and third-party execution platforms.