Morehead City, NC 712 Bridges Street Office

Jacob Hoyumpa is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his career in the financial industry. Prior to joining Atlantic Wealth Management in 2026, he served four years in the United States Marine Corps. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services for individual and institutional clients.

Tara Gould is a financial advisor with Commonwealth Financial Network, holding the CFP®, ChFC®, and Series 66 designations. She has four years of industry experience and previously worked at Atlantic Wealth Management, Zeiders Enterprises, Inc., and Marine Corps Community Services. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Jennifer Mann is a CFP® professional with 24 years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and Atlantic Wealth Management, LLC. Her prior experience includes roles at Merit Financial Group, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. 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 operations, trading, technology, investment management, compliance, and practice-management services.

Greg Patterson is a CFP® with 24 years of industry experience and has been with Commonwealth Financial Network since 2014. He is based in Morehead City, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns Atlantic Properties Group, LLC, a non-investment-related business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while delivering operations, technology, compliance, and practice-management support to affiliated advisors.

James Canady is a financial advisor with Commonwealth Financial Network in Morehead City, NC, holding a Series 66 credential and 12 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he serves as treasurer for the Bogue Village Homeowners Association. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management services. The firm offers discretionary model portfolios and customizable program structures while acting as a back-office platform provider for affiliated advisors.

Mackenzie Sherrard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. Prior to joining Commonwealth in 2021, Sherrard worked at Atlantic Wealth Management, LLC, as well as in roles outside finance, including at Woodstock Furniture and in education at the University of West Florida and Stafford County Public Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base across the U.S. The firm provides adviser-support services such as managed-account programs, third-party asset manager access, and custody/clearing services, offering various investment options including mutual funds, ETFs, and personalized indexing.