Sonora, CA Morning Star Drive Office

Daniel Clarke is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Riskalyze and Charles Schwab. Outside of advising, he provides tax preparation services under his own name. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm supports affiliated advisors with operations, technology, compliance, and investment management while providing access to discretionary model portfolios and customized investment solutions.

Sarah Schlenz is a CFP® with 13 years of industry experience, currently affiliated with Commonwealth Financial Network since 2012. She also co-owns Mother Lode Financial, Inc., a company created to facilitate securities and advisory business. 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 investment management, technology, compliance, and practice-management services.