Winter Haven, FL 3rd Street Office

Mc Cree Stults is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the Series 66 designation and has been with Commonwealth and J Phillips Investments since 2019. 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 variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, and compliance support to affiliated advisors.

Julie Phillips is a financial advisor with Commonwealth Financial Network in Winter Haven, FL, holding a Series 66 designation and 23 years of industry experience. She has operated J. Phillips Investments, LLC since 2008 and serves as a power of attorney and successor trustee for multiple family-related trusts. Outside of advisory work, she is a co-owner of Phillwell & Associates, LLC, an entity involved in real estate management. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers various investment management solutions, including discretionary model portfolios and personalized indexing options.