Rochester, NY 290 Linden Oaks Office

Peter Adamczuk is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Kasperski Dinan & Rink CPAs from 2015 to 2017. Adamczuk also provides tax preparation services alongside his advisory work. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering 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, trading, technology, compliance, and practice-management resources while providing discretionary model portfolios and customizable program structures.

Aaron Randisi is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been a co-owner of Crossbridge Financial Group, LLC since 2015, where he also conducts fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice-management services. The firm offers discretionary portfolio management and various customized investment solutions through its PPS programs and other strategist strategies.

Lucas Stuart is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Crossbridge Financial Group. His prior work includes roles at Montage Wealth Management, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Stuart is also the owner of Lucas Stuart Wealth Strategies Group, Inc., a private entity focused on securities, advisory, and insurance services. 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, including discretionary model portfolios and personalized indexing options, while supporting affiliated advisors with operational, technological, and compliance resources.

Gregory Tellex is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Paychex, Inc. for several years. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Megan Culhane is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has been with Commonwealth since 2014. Outside of her advisory role, she is also a notary public. 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 support services, including discretionary model portfolios and personalized investment options, while acting as a back-office and platform provider for its affiliated advisors.

Lisa Noonan is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Commonwealth and Crossbridge Financial Group in 2021. Noonan is also the owner of Brilliant Shoal Advisors, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment program structures and operates as a platform provider delivering technology, compliance, and practice-management support to affiliated advisors.

Julie Thomas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has been with Commonwealth since 2014. Julie also engages in fixed insurance sales through a business named Crossbridge Financial Group, 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 hundreds of thousands of clients. The firm offers a comprehensive adviser support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.