Worcester, MA Main Street Office

Kyle Swaim is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at firms including Bartholomew & Company Wealth Management and Granite Financial Partners. Outside of his advisory role, he owns New England Trapper, LLC, an online clothing business. 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 $200 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset management access, and custodial services.

Nancy Scott is a CFP® professional with 19 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2007 and is also associated with Bartholomew and Company, Inc. Scott holds a Series 66 license and operates out of Worcester, MA. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Kyle Cornell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth Financial Network since 2018 and is also affiliated with Bartholomew & Company Wealth Management, LLC. His prior experience includes a role at Merrill Lynch and time spent at Bryant University. 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 broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jonathan Mack is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He has held positions at Bartholomew & Company Wealth Management, UBS Financial Services, and Morgan Stanley. Mack holds Series 63 and Series 66 licenses and is based in Worcester, MA. 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 managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Jennifer Moran is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63 and Series 66 licenses and 21 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2020 and has been affiliated with Bartholomew & Company, Inc. since 2020. She is also involved in fixed insurance sales as part of her other business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of advisors and serves individual and institutional clients, managing approximately $212.7 billion in assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Thomas Bartholomew is a financial advisor at Commonwealth Financial Network with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Bartholomew & Company, Inc. since 1994, serving as its president and majority owner. Outside of his advisory role, he teaches courses for the Massachusetts Collectors & Treasurers Association. 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 managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients across the United States.

Kathleen Cyganiewicz is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds a Series 66 designation and has worked at Bartholomew and Company, Inc. since 2016 and at Commonwealth Financial Network since 2016 in various roles. 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 provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Brian Jamros is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding a Series 66 designation and 10 years of industry experience. He has been associated with Bartholomew & Company, Inc. and Bartholomew & Company Wealth Management, LLC since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

James Cushman is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. He has held previous positions at firms including ClearBridge Investments LLC, Legg Mason & Co LLC, and Invesco AIM Private Asset Management, Inc. Cushman holds Series 63 and Series 65 credentials. 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 provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Peter Mcmanus is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been affiliated with Commonwealth Financial Network and Bartholomew & Company since 2009 and currently works at Bartholomew & Company Wealth Management. 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 serves hundreds of thousands of clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Michelle Newcomb is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Worcester, MA, with 15 years of industry experience. She has been affiliated with Commonwealth and Bartholomew & Company since 2011 and has spent one year with Bartholomew & Company Wealth Management, LLC. Outside of her advisory role, she is involved in direct sales with Mary Kay Cosmetics and works as a motivational and public speaker focusing on personal growth and life balance for women. 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 range of managed account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors in delivering personalized investment solutions.

Louise Henningsson is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and has just over two years of experience in the industry. Her work history includes roles at Bartholomew & Company Wealth Management, LLC, Bartholomew & Company Inc, as well as academic positions at Boston University and Saint Leo University. 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 broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michelle Fuller is a financial advisor with Commonwealth Financial Network in Worcester, MA, holding Series 63, 65, and 66 licenses. She has 22 years of industry experience, including roles at John Hancock and UBS Financial Services. She is the owner of Growth Accelerated, LLC, a shell company. 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 provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, and custody/clearing services.

Alexander Bartholomew is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has worked with Commonwealth since 2010 and is also affiliated with Bartholomew & Co. Wealth Management, LLC and Bartholomew & Co. Inc. 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 a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Joshua Paul is a CFP® professional with 31 years of industry experience, currently affiliated with Commonwealth Financial Network and Bartholomew & Company Wealth Management, LLC. He has been with Bartholomew & Company, Inc. and Commonwealth Financial Network since 1995. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. 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 provides a comprehensive adviser-support platform, including managed account programs, access to third-party asset managers, and custody services.