San Diego, CA West Broadway Office

Kevin Carlin is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2017 and LPL Financial since 2012. Outside of his advisory role, Carlin is involved in a nutritional supplement business and owns an online apparel company, Trail Comfort. 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 $212 billion in client assets. The firm offers a range of managed account programs and access to third-party asset managers, providing both discretionary and non-discretionary portfolio management options.

Nathan Parker is a CFA® charterholder with 15 years of industry experience. He has been with Commonwealth Financial Network in San Diego, CA since 2013. 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 their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Michael Sheehan is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth Financial Network 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 provides a range of advisory programs and services, including wealth management and retirement plan consulting, and offers operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Ashley Rinaudo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. She has been with Commonwealth since 2006. 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 roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and comprehensive support services including trading, reporting, and custody.

Laura Clem is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. She previously worked at CUSO Financial Services, LP for seven years before joining Commonwealth in 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who maintain discretion over client portfolios while utilizing Commonwealth’s model portfolios and program structures.

Anthony Bonafede is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at CUSO Financial Services, LP and Independent Financial Group LLC. 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 personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Wesley Cope is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Madison Avenue Securities. 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 offers advisory support through discretionary and nondiscretionary managed account programs, access to third-party asset managers, and back-office services including trading and reporting.

Kevin Roach is a financial advisor with Commonwealth Financial Network in San Diego, CA. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including three years at LPL Financial prior to joining Commonwealth in 2017. 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 nationwide. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Natasha Hui is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. She has been with Commonwealth since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide and manages about $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Christa Keck English is a financial advisor with Commonwealth Financial Network in San Diego, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Independent Financial Group, LLC and Telos Capital Management, Inc. She has been with Commonwealth Financial Network since 2021. 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 around $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Marianna Sada is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CUSO Financial Services, LP for 13 years before joining Commonwealth in 2019. 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 support services, including wealth management and retirement plan consulting, and offers advisors discretion to construct client portfolios from diverse securities and insurance products.

Julian Myers is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Commonwealth Financial Network and previously held roles at LPL Financial, Independent Financial Group, and as a self-employed advisor. 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 manages roughly $213 billion in assets and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Kameron Hall 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 2019 and previously worked at the University of New Hampshire from 2015 to 2019. 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 discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nelly Warner is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has previously worked in hospitality and education roles, including positions at Catamaran Resort Hotel & Spa and San Diego University for Integrative Studies. 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 client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jessica Szombathelyi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with firms including Independent Financial Group, CUSO Financial Services, TDAmeritrade, and Boeing Employee's Credit Union. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a broad advisor-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.