Pittsford, NY Pittsford Victor Road Office

Lexus Shannon Hummer is a financial advisor at Commonwealth Financial Network with a Series 66 credential and less than one year of industry experience. She has been associated with Commonwealth Financial Network since 2023, including prior roles during her time as a student. 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 $200 billion in client assets. The firm provides a broad advisor-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Daniel Pennise is a CFP® professional with 23 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2011 and has also maintained an insurance business since 2003. Outside of his advisory work, he is a co-owner of Scarlett Vineyard, LLC, which manages real estate and produces wine. 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, operational support, and investment management services, including discretionary model portfolios and customizable investment solutions.

Daniel James is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding a Series 66 credential and 19 years of industry experience. He is also a partner and part owner of RFG Associates, LLC, a private entity engaged in securities, advisory, and insurance business. Prior to his current roles, Daniel worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Michael Bianchi is a financial advisor with Commonwealth Financial Network and Bianchi Wealth Management in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 16 years at RBC Capital Markets. He is also the owner of Bianchi Wealth Management. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and back-office services including operations, trading, compliance, and technology. The firm offers a variety of investment solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Thomas Mahoney is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding a Series 63 designation and 38 years of industry experience. He has been president and sole owner of Mahoney Wealth Strategies, Inc. since 2007. Outside of his advisory work, Mahoney is a musician and co-owner of White Mule Records in Brockport, NY. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios using a structured due-diligence process.

Robert Gavin is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding the Series 63 designation and nine years of industry experience. He previously worked at The Bonadio Group before joining Commonwealth Financial Network in 2017. Gavin is a partner and part owner of Etna Advisors, 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 a national network of nearly 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting a range of investment options and portfolio management approaches.

Ann Knaak is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked at both Commonwealth Financial Network and RFG Associates LLC. Prior to her advisory roles, she was employed at Nazareth College of Rochester. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients across the United States.