Glastonbury, CT 340 Hebron Avenue Office

Daniel Heffernan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, LLC since 2006. Heffernan spends a small portion of his time on 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 advisors and managing around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jacob Alonzo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2020 and has prior experience at Gottfried & Somberg Wealth Management, LLC, as well as a background at Wesleyan University. 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, managing about $212.7 billion in assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Nicholas Hogrefe is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Commonwealth and LGS Financial 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 provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, with discretionary model portfolios managed by its Investment Management and Research team.

Michael Hannon is a CFP® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Gottfried & Somberg Wealth Management, TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Magdalena Szarejko is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at Gottfried & Somberg Wealth Management, ClearGuidance Financial, and Farmington River Financial Group. In addition to her advisory work, she spends a portion of her business hours engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a wide range of managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Robert Danner is a financial advisor at Commonwealth Financial Network with a Series 65 credential. He has one year of experience in wealth management following a nine-year career at Pediatric Associates of Cheshire. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Matthew Somberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been a principal at Gottfried & Somberg Wealth Management, LLC since 2006. Somberg serves as a co-trustee for a private family foundation and is involved in offering speaking seminars through Teacher Retirement Planning Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors. The firm provides a comprehensive advisor-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment products and services.

Collin Sayler is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation. He has experience with several firms including Mercer Investments, Pathstone, Pimco, and Allianz Asset Management. Sayler is currently based in Glastonbury, CT. 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 back-office support, including investment management, technology, and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

Kathleen Erickson is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has worked at Commonwealth Financial Network and Gottfried & Somberg Wealth Management, LLC since 2012. 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 discretionary model portfolios and customized solutions, while providing comprehensive operational and compliance support to affiliated advisors.

David Mitchell is a CFA® charterholder and holds a Series 66 license, with 17 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2022, and has also been associated with Vp Distributors Inc and Virtus Investment Partners since 2009 and 2008, respectively. 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 wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

James Newman is a CFP® with 16 years of experience in financial advising. He is currently affiliated with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, having previously worked at Peak Point Capital Management, LLC. 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 wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Jason Villano is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and is based in Glastonbury, CT. He has been associated with Gottfried & Somberg Wealth Management since 2025 and has experience working in various roles at other firms and organizations, including Allegiant Wealth Management and Mad Tents LLC. 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 offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Sharni Cutajar is a financial advisor at Commonwealth Financial Network with a Series 65 credential and three years of industry experience. Prior to joining Commonwealth in 2026, she worked at The Colony Group, LLC, GYL Financial Synergies, and American Investment Services. 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 assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.