Raleigh, NC Corporate Center Drive Office

Leslie Gaddis is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Durham, NC. Gaddis has worked at Commonwealth Financial Network and Lifetime Asset Management since 2018. Outside of advisory services, Gaddis co-owns LifeTime Tax Management, LLC, a firm providing tax preparation services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and supports affiliated advisors with operations, technology, investment management, and compliance services.

Alan King is a CFP® professional with nine years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2015. He is also co-owner of LifeTime Asset Management, a private entity involved in securities, advisory, and insurance business, and LifeTime Tax Management, which focuses on tax services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

William Martin is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Martin is also affiliated with LifeTime Asset 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, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, technology, compliance, and investment management resources.

Matthew Glova is a financial advisor with Commonwealth Financial Network in Johns Creek, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Commonwealth since 2011 and is co-owner of LifeTime Asset Management and LifeTime Tax Management, entities involved in advisory, insurance, and tax-related services. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm provides advisors discretion in portfolio construction and manages discretionary model portfolios through its Investment Management and Research team.

Kevin Mc Kinney is a financial advisor with Commonwealth Financial Network in Raleigh, NC. He holds a Series 66 designation and has experience working at LifeTime Asset and Tax Management, Virginia Polytechnic Institute and State University, Atlantic Union Bank, and several other organizations. Commonwealth Financial Network supports a national network of advisors by providing advisory programs, technology, compliance, and practice-management services. The firm offers a range of investment solutions, including discretionary model portfolios and customized programs, serving both retail and institutional clients.

Rebecca Crumpler is a financial advisor with Commonwealth Financial Network in Raleigh, NC, holding CFP®, Series 65, and Series 63 credentials and five years of industry experience. Her prior roles include positions at Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. 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 wide range of advisory support, including managed-account programs, access to third-party asset managers, and retirement consulting, with an emphasis on both internally managed and outsourced model portfolios.

Lorraine Johnson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Commonwealth since 2017 and previously held roles at Royal Alliance Associates Inc., Triad Financial Advisors, Inc., and Principal Financial Services. Johnson serves as a board member of the North Carolina Supplemental Retirement Systems Board. 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 about $212.7 billion in client assets. The firm offers a broad platform that includes managed-account programs, third-party asset manager access, and custody services, combining internally managed model portfolios with external execution platforms.

Guy Swain is a financial advisor with Commonwealth Financial Network in Raleigh, NC, holding CFP® and ChFC® designations and possessing 40 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory role, he is co-owner of LifeTime Tax Management, a private entity focused on tax-related services. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and technology support to affiliated advisors.

Sandra Russ is a CFP®-designated financial advisor with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. She has a background that includes ownership and operation of The Russ Agency, Inc., an insurance business based in Granite Falls, NC, where she focused on fixed insurance sales. Her career also includes roles at Lifetime Asset Management, LLC and Allstate Insurance Co. 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 comprehensive adviser-support platform with managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Matthew Kelleher is a CFP® with seven years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. His prior experience includes roles at MFS Fund Distributors, Inc. and LifeTime Asset Management. 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 roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including mutual funds, ETFs, and personalized indexing.