Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists, a team of advanced planning specialists, a team of insurance and risk management specialists, and a team of knowledgeable and experienced retirement specialists. These professional teams at Commonwealth assist in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization. Click each link to see and learn more about the individuals in each team.
Research All-Stars at Work for You
Commonwealth has been recognized by Financial Advisor and Private Wealth magazines for the third time for having an all-star research team. Commonwealth's Brad McMillan, chief investment officer; Brian Price, vice president; Meagan Swanson, senior fixed income analyst; and Jim McAllister, manager, investment research, were selected based on nominations from readers. Of the five firms whose analysts were named to this year's team, Commonwealth is the only firm with five individual all-stars.