Willard, OH Office

William Adams is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 34 years of industry experience. He has worked at Donald M. Graham & Associates and Commonwealth Equity Services, Inc. since 1997. Outside of his advisory role, he serves as a board member on the Groton Township Zoning Board. 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 portfolio management, trading, compliance, and practice management, while allowing advisors discretion over client portfolios and offering model portfolios managed by its Investment Management and Research team.

Derek Baker is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 11 years of industry experience. He has been with Commonwealth and co-owns Donald M. Graham & Associates, LLC, a private entity facilitating securities, advisory, and insurance 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 operations, trading, technology, compliance, and investment management services.

Eric Schwieterman is a financial advisor with Commonwealth Financial Network in Willard, Ohio, holding 11 years of industry experience. He has been with Commonwealth since 2014. 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 variety of advisory programs and back-office support, including investment management, trading, compliance, and practice-management services.

Lauretta Burkhart is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Her client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. With a background as an economist, Lauretta reads economic reports and charts daily to assist in portfolio construction. She emphasizes active portfolio management based on economic conditions to aim for better short- and long-term returns. Her approach helps clients live full lives both before and after retirement by addressing their goals and risk tolerance, including alleviating common fears about financial security in retirement. Lauretta holds a Bachelor's Degree from Ohio State University and a High School Diploma from Colonel Crawford High School. She has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, she spends time volunteering with community organizations and enjoys biking, cooking, hiking, and yoga.