Articles from Commonwealth Financial Network

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announced the addition of Thomas Kinslow and Brian Sanford, CFP®, to its network of independent financial advisors. Formerly with Morgan Stanley, Kinslow and Sanford join Union Street Financial, a Commonwealth-affiliated firm, led by Daniel Gannon, CFP®, in Kennett Square, Pennsylvania. With more than 35 years of combined experience, Kinslow and Sanford add close to $350 million in client assets to the firm.1

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, ranks “#1 in Independent Advisor Satisfaction Among Financial Investment Firms 12 Times in a Row” by J.D. Power. Commonwealth received an overall satisfaction score of 834 on a 1,000-point scale, outpacing the next-highest-ranked firm in the segment by 93 points, according to the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠.

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Phoenix, Arizona-based Patrick Funke & Associates to its network of independent advisors. Advisor Patrick Funke, CLU®, ChFC®, AIF®, manages the practice together with his wife and longtime business partner, Jennifer Funke. Previously with Osaic, the team reported advising on more than $430 million in client assets.*

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Rochester, New York-based Angelo Planning Group (APG) to its network of independent advisors. Among APG’s 30 team members are 16 advisors, including founder and managing partner Ralph Angelo, and Registered Principal Todd Harris. Formerly with Osaic, the APG team reported advising on more than $1.5 billion in client assets*, making it one of Commonwealth’s largest new affiliates to date.

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has initiated a new partnership with Messina College, a two-year, all-residential degree program of Boston College that welcomed its first-ever class of students to the school’s Brookline Campus last summer. This inaugural cohort of students will begin their internship opportunities in September, and Commonwealth will welcome 10 students to its Waltham headquarters.

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Allentown, Pennsylvania-based Peoples & Co. Private Wealth Stewardship to its network of independent advisors. The advisory team includes Duane Peoples, CFP®, CKA®, CEPA®, Patricia Peoples, CFP®, CKA®, CLU®, ChFC®, QPFC, and Craig Peoples, all formerly with Morgan Stanley. In addition, Grace Peoples directs marketing, Seth Maulfair oversees operations, and Brian Gicking manages administration. The team reported advising on more than $213 million in client assets.*

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Schneider Wealth Strategies to its network of independent advisors. Formerly with Cambridge Investment Research, founder David A. Schneider, CFP®, reported advising on more than $320 million in client assets.*

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes two Jericho, New York-based independent advisory firms previously affiliated with Securities America, now Osaic, and collectively reported more than $495* million in client assets:

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces that Syracuse, New York-based Diversified Capital Management (DCM) has joined its network of independent financial advisors. Advisors include William Kriesel, CPA, CFP®, PFS, Kevin Visconti, CFP®, and George Nardone, ChFC®, AIF®. Formerly with Cadaret Grant and its acquirer LPL Financial, the DCM team reported advising on more than $550 million in client assets*.

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announced the firm’s latest investments in cutting-edge programs and tools designed to drive efficiency for advisors and their businesses and deliver value to their clients. The announcements, centered on Commonwealth’s investment platform and technology solutions, were unveiled by Commonwealth leadership at the firm’s National Conference.

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomed the largest-ever group of attendees to its 2024 National Conference—Find the Good: The Future Is Now. Nearly 2,300 attendees from across the U.S. gathered in Orlando, Florida, for today’s conference opening, kicking off four days dedicated to guiding advisors as they evolve and elevate their businesses.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, welcomed Jacksonville, Florida-based Aegis Consulting to its network of affiliated advisors in 2023. Eighteen months later, Aegis nearly doubled its client assets to almost $2 billion* and has grown its advisor team from nine to 17, including its newest additions, Mark O’Sickey and Paul Solorzano, CFP®.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, has launched an advisor education program in partnership with Legacy Capitals, an independent boutique firm and leading provider of inheritance and wealth transfer training, coaching, and consulting services for high-net-worth (HNW) families, family businesses, wealth advisors, family offices, and financial institutions.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that Krueger Financial Services of Tempe, Arizona, has joined its network of independent financial advisors. Formerly affiliated with Osaic, the team reported serving more than $630 million in client assets*. Advisors include Kim Krueger, CFP®, Eric Krueger, CFP®, and Tim Hill, CFP®, on the staff of nine.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that Sentinel Advisory Group of Middleton, Wisconsin, has joined its network of independent financial advisors. Formerly with Northwestern Mutual, the long-tenured team reported serving more than $300 million in client assets*. Advisors include cofounders Brent Cashore, RICP®, and Peter Shulla, RICP®, and Nathan Keeling, CFP®, ChFC®, RICP®, as well as Cary Grunder, CLU®, ChFC®, CASL®, RICP®, WMCP®, on the staff of nine.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, ranks “#1 in Independent Advisor Satisfaction Among Financial Investment Firms 11 Times in a Row” by J.D. Power. Commonwealth received an overall satisfaction score of 819 on a 1,000-point scale, outpacing the next-highest-ranked firm in the segment by 125 points, according to the J.D. Power 2024 U.S. Financial Advisor Satisfaction Study℠.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Kin Wealth of San Antonio, Texas, to its network of independent financial advisors. Formerly with Frost Bank, CEO and founder Rebecca Boyd, partner Collin Fabac, and their support staff bring with them more than $250 million in total client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces its partnership with iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry. The company delivers a white-labeled platform and enables affiliated advisors to efficiently source nontraded alternative investment opportunities for high-net-worth (HNW) client portfolios.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Tupelo Wealth Partners, headquartered in Harleysville, Pennsylvania, to its network of independent financial advisors. Formerly with Lincoln Investment, Les Benzak, CFP®, EA, John Gallagher, CFP®, AIF®, and Lynn Craig, CFP®, bring with them nearly $384 million in client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announced record recruiting results for 2023. For the full year, Commonwealth onboarded 292 advisors to both new and existing practices across the country. These advisors were accompanied by a total of $15.9 billion in client assets, an increase of nearly 42 percent compared to 2022’s record recruiting year.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces its Virtual Paraplanning Program (VPP), which connects advisors interested in growing their capacity with credentialed financial planning professionals who are coached to work in a virtual setting. With deliberate growth guiding its success, the program comprises highly skilled paraplanners who are carefully recruited and trained by Commonwealth, reducing the need for advisors to hire dedicated in-house staff.

Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the expansion of its in-house investment management platform, PPS Select. The expanded model platform empowers Commonwealth’s advisors to deliver on their client’s unique investment goals while gaining scale and efficiencies in their advisory practices.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that Mammini Company, a former Lincoln Investments firm from San Diego, California, has joined its network of affiliated advisors. With nearly $3 billion in client assets, Mammini is built to last and is poised for its next wave of growth.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announced at its National Conference that the firm will release several product and service enhancements from now through 2024 in areas that include high net worth, mergers and acquisitions, and equity funding to support the growth and evolution of its affiliated advisors.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, gathers its community of affiliated advisors, home office staff, and industry partners for education, connection, and inspiration at its National Conference: Find the Good: Rethink What's Possible. The firm's signature event, held from October 11 to 14 in Aurora, Colorado, encourages attendees to harness the power of practical insights and meaningful connections and apply them to their practices in an evolving and competitive industry.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the expansion of the Commonwealth Advisory Board (“the Board”) with the addition of Noreen Beaman, a seasoned wealth management leader. Beaman will join the Board’s seven industry professionals and advise on strategic planning and future growth initiatives for the firm and its advisors.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that R&R Wealth Management (R&R Wealth) of Waukesha, Wisconsin, has joined its network of independent advisors. Formerly affiliated with Avantax Investment Services, vice presidents of wealth management and senior financial advisors Robert Holton and Tom Driscoll, CPFA®, CLTC®, and their team of six bring with them nearly $223 million in assets under advisement.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announced that Paragon Financial, LLC, (Paragon) has joined its growing network of advisors. Formerly with LPL Financial, partners Dana Graves, CFP®, David Hart, CFP®, and Kelly M. Roark, CFP®, advisors Luke Graves, CFP®, and Bobby L. Yount, and registered sales assistants Janet Byas and Michelle W. Cox bring with them more than $324 million in client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the expansion of its Talent Exchange Initiative to connect skilled, work-ready students from top-tier universities offering CFP® programs with its affiliated advisors. Through this initiative, Commonwealth will foster connections between students and its affiliated advisors, cultivate relationships with next-gen talent across the U.S., and support the needs of its affiliated firms.

Propelled by the firm’s continued commitment to supporting its advisors’ evolving needs, Commonwealth Financial Network® ranks “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 10 Times in a Row” by J.D. Power.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of financial advisors. Formerly with Securian Financial Services for 32 years, president and managing partner Christopher Hackley, CFP®, ChFC®, CLU®, AIF®, RICP®, partner and senior advisor Keith Tomer, client services director Roark Gover, ChFC®, CPA, along with six advisors and five supporting team members, bring with them $881 million in client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Aegis Consulting, headquartered in Jacksonville, Florida, to its network of independent financial advisors. With their former firm for 39 and 25 years, respectively, principals Michael Cirino, CLU®, ChFC®, CBEC, and Alexander Harrison, RFC®, along with 11 advisors and additional support staff, bring with them nearly $1.24 billion in client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that Trusted Wealth Partners has joined its network of financial advisors. The long-time Securities America, Inc., practice brings nearly $465 million in client assets to Commonwealth. Based in Omaha, Nebraska, the firm includes partners Clint J. Eikmeier, CPA, Jim Lammers, CFP®, CLU®, ChFC®, BFA, Mark Slattery, CFS®, Matt Peters, CFP®, Nathan Brobst, CFP®, CExP, and a seven-person support staff.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Pinnacle Private Wealth of Kimberly, Wisconsin, to its network of financial advisors. Formerly with Associated Investment Services, senior partners Todd Funk and Kelly Watzka—along with their team—bring with them $220 million1 in client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles, CFP®, along with wealth advisor Dan Fratantoro, CFP®, CPA, bring more than $121 million in client assets to Commonwealth.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announced record-breaking recruiting results for 2022. For the full year, Commonwealth onboarded 270 advisors in new and existing practices across the country, representing $11.24 billion in total client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces its partnership with Investments & Wealth Institute (IWI) and Executive Education at the University of Chicago Booth School of Business to offer the Certified Private Wealth Advisor® (CPWA®) certification to its network of affiliated advisors. The CPWA program equips advisors with the tools and strategies to strengthen their expertise and support more high-net-worth (HNW) clients.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Core Financial Group of Yuba City, California, to its network of financial advisors. Formerly with Advisor Group, advisors Michael Critchfield, CFP®, and Matthew DiGiacomo, CFP®, along with their team, bring with them over $230 million in client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Cedarwood Financial Partners of Temple, Texas, with offices throughout Texas and New York, to its network of financial advisors. Managing partners and advisors Dylan Ripley and Todd Vincent—formally of Edward Jones—along with senior partner and director of technology, Angel Santiago, and their team of financial planners Jeremy Self, vice president of marketing; Alex Murphy, COO; Frank Shultz, vice president of investment solutions; Tim Hall, director of investment models; Troy Vincent; and David Boothby, vice president of business development, currently service nearly $1 billion in client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors. Formerly with Cambridge Investment Research, firm president and advisor John Wood, CFP®, CLU®, ChFC®, AIF®, and advisor Chris McCauley, CPA, CFP®, along with director of taxation services Kerry Zerla, CPA, and operations manager Julie Ogle, bring with them more than $220 million in client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with Lincoln Financial Group, chairman Jack Ryan, CLU®, ChFC®, CFP®, advisors John Ryan, III, CFP®, AWMA, AIF®, Greg Stalsberg, CFA®, CAIA®, Tony Wilson, AWMA, and Ryan Wahlund, JD, along with their support staff, bring with them nearly $750 million in client assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announced three new business growth initiatives at its premier annual National Conference. These exciting efforts will help advisors scale their businesses while remaining true to a legacy of high-quality, world-class service for the industry’s most accomplished advisor community. Commonwealth is committed to reaching $1 trillion in assets under management (AUM), reducing platform fee pricing, and expanding its outsourced business solutions offering. These initiatives will ensure the firm’s independence and continued support of its affiliated advisors and their clients.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, reunites with its dynamic community of nearly 2,000 at its annual national conference today in San Diego, California. Affiliated advisors, home office staff, and industry partners will “Find the Good” through inspiring speakers, invigorating educational sessions, and give-back gatherings.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that Michelle Kelley is joining the firm as senior vice president, deputy general counsel and chief privacy officer. In this newly created position, Kelley will lead Commonwealth’s Legal department and provide counsel on cybersecurity and privacy laws, partnering closely with Commonwealth’s Information Security team.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Financial Solutions from Cedar Rapids, Iowa, to its network of independent financial advisors. Formerly with Principal Securities, Inc., advisors Larry Witzel, CFP®, CLU®, AIF®, Bert McClintock, CFP®, AIF®, AIFA®, Brian Brandt, CFP®, AIF®, Jeff Haugse, Jordan Kuehner, Steven Bragg, and David Spanier, along with their extensive team of support staff, bring with them approximately $1.4 billion in total assets.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Censia Wealth Advisors from Santa Rosa, California, to its network of independent financial advisors. Formerly with Securities America as The Hart Group, financial advisors Janet Hart, CFP®, Kelly Soria, CFP®, and Alex Clark bring with them a 26-year business with $165 million in assets under advisement.

J.D. Power ranks Commonwealth Financial Network® “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.”

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the launch of a new suite of flexible financing options. The Entrepreneurial Capital program provides the financial backing advisors need to achieve the vision they have for their practice without the need to work with an outside lender.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Lumitas Wealth Strategies from Woodbury, Minnesota, to its network of independent financial advisors. Formerly with Wells Fargo Advisors, Dana Pollard, CFP®, and Justin Mishacoff, bring more than 40 years of combined experience in financial services and wealth management, with more than $380 million in assets under management.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, presents its advisor network with strategic marketing support through Brand Studio. This carefully curated suite of integrated marketing tools and content helps advisors create the strong brand identity they need to accelerate business growth.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Stonebridge Financial Planning Group, LLC from Orlando, Florida, to its network of independent financial advisors. Formerly with Triad Advisors, financial advisors Dianne Webb, Rhonda Shurtleff, Becky Robey, and Catherine Hyder, bring with them $220 million in assets under management.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the launch of its Virtual Administration (VA) Program. This offering pairs advisors, who need support in a range of operational areas, with professionals who are trained and employed by Commonwealth, tapping into valuable knowledge and expertise while freeing up time for the participating offices.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the launch of its NextGen Business Development Group. The yearlong coaching program—a first of its kind at the firm—is designed exclusively for next-gen advisors who want to accelerate their business.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of 4th Quarter Wealth Management of Lafayette, Louisiana, to its network of independent financial advisors. Formerly affiliated with LPL Financial, Mike Hebert, wealth advisor, and Aimeé Hebert, client relationship manager, bring with them approximately $110 million in assets under management.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Opus 111 Group of Seattle and Spokane, Washington, to its network of independent financial advisors. Formerly affiliated with Securities America, advisors Jim Harvey, Bill Driver, Michael Maehl, and Andrew Harvey, along with their extensive team of support staff, bring 135 years of collective experience and approximately $195 million in assets under management.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, published a time allocation study. The study revealed that, on average, advisors who join its firm run a more efficient practice and have more client-facing time than their counterparts at wirehouses. It also showed that they can maintain—and even improve—efficiencies as they grow.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, releases its inaugural Corporate Social Responsibility (CSR) report to highlight recent successes and outline future goals. The report follows the creation of a CSR committee, brought together to evaluate the firm’s current efforts, identify new opportunities, and act as a rallying point for incorporating more sustainable business practices into its operations.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of V & V Financial of Wilmington, North Carolina, to its network of independent financial advisors. Formerly affiliated with RBC Wealth Management, Frank Voli, CFP®, CRPC®, AAMS®, senior partner, and his daughter Leigh Voli, junior partner, bring with them approximately $120 million in assets under management.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, has established a first-of-its-kind mentorship program for women advisors as part of its continued mission to bolster the strength of its community.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, celebrated its community of advisors for thriving in a challenging year at its annual National Conference, held virtually from October 25 to November 11, 2021.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the hiring of Alexander W. Hansen, J.D., AIF®, as SVP, RIA compliance. The role will be integral to shoring up Commonwealth’s enhanced support services for fee-only advisors and RIAs as the firm pursues strategic growth.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of 7 Grains Planning & Investments to its network of independent financial advisors. Formerly with Edward Jones, financial advisor Jeff Boyer, MBA, CFP®, with the support of his staff—Carol Bradley, Calvin Egan, and Kate Egan—brings almost three decades of experience in financial planning, with approximately $60 million in total client assets.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Aucoin Wealth Management of Baton Rouge, Louisiana, to its network of independent financial advisors. Formerly affiliated with Edward Jones, Troy Aucoin, AAMS®, and his support staff, Sharon DeMarte, bring with them approximately $157 million in total client assets.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Dodds Wealth Management Group to its network of independent financial advisors. Formerly with Raymond James, financial advisors Charles D. Dodds Jr., CFP®, CLU®, ChFC®, CIMA®, and Adrian F. Dodds, CFP®, along with Tarah R. McKenzie, the firm’s financial planning and operations analyst, bring more than 50 years of experience in financial planning, with approximately $122 million in total client assets.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Blaser Investment Management Group of Burlington, North Carolina, to its network of independent financial advisors. Formerly affiliated with Raymond James, Jeff Blaser, CFP®, CMT, CRPS®, CKA®, a 30-year veteran in financial planning, and Austin Daugherty, AAMS®, CRPS®, CKA®, bring approximately $195 million in assets under management.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Klaudia Conradt to its network of independent financial advisors. Formerly with UBS, Conradt joins Conestoga Wealth Partners, a Commonwealth-affiliated firm in Gig Harbor, Washington. With more than 25 years of experience in the financial services industry and wealth management, Conradt adds $132 million in assets under management to the firm.

J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.”

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announced the addition of Anlon Financial Strategies of Melville, New York, to its network of independent financial advisors. Formerly with UBS, financial advisor Keith Ryan, CIMA®, CPWA®, brings nearly 40 years of experience in financial services and wealth management, with approximately $140 million in assets under management.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, recognizes the strength in its community of women advisors and is committed to creating a space where all feel supported, valued, and empowered, as well as providing the tools to elevate their success. With this goal in mind, the Women of Commonwealth initiative launched earlier this year. Its annual event, the Summit for Women Advisors, which is being held virtually June 23–24, will provide an opportunity to promote growth, influence change, and encourage connection.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Kevin Fuller, CRPC®, CPFA, to its network of independent financial advisors. Fuller, formerly with Merrill Lynch, joins Commonwealth affiliate Waypoint Financial in Friendswood, Texas, as a senior partner, working alongside founding partner Rex Richards, MBA, CRPC®. Fuller brings with him total account assets of more than $75 million.

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of FS Financial of Southington, Connecticut, to its network of independent financial advisors. Formerly affiliated with Wells Fargo, financial advisors Aaron Sehl and Vincent Feijoo, a CFP® professional, founded the independent firm in April 2021, bringing with them veteran support staff member Michele Molitor. The dually registered firm will be responsible for $200 million in assets under management, with close to 75 percent fee-based business.