Check the background of this firm on FINRA's BrokerCheck.
Rob Butler
Financial Advisor
Jon Carroll
Field Director / Financial Advisor
Peyton Corey
Client Service Associate
Ragland Coxe
Financial Advisor/Investment Consultant
Jason Creech
CFO / OSJ Manager
Jack Felix
Financial Advisor
Britt Gilbert
CEO / Managing Partner
Nathan Heinlein FPQP®
Financial Consultant
Michael Henry
Financial Advisor
.png)
Katelyn Krumwiede
Practice Coordinator
Rhett Lindler
Financial Advisor
Stefanie Lippard
Marketing and Events Specialist
Lindsay Loignon
Financial Advisor
Caroline Mahoney ChFC®
Financial Consultant
Sam McBride
Financial Advisor
Kristin Schwalbe
New Business Processor
Keating Simons
OSJ Principal
Ashley Stoll
Client Service Manager
Tyler Tenaglia
Investment Consultant
Noah Tremaine CFP®
Director of Financial Planning
Todd Turner CEPA®
Financial Advisor
Ellerie Walker
Practice Manager
Jackson Weeks
Financial Advisor
John Welsh
Financial Advisor
Join our team
Become a part of the Commonwealth team to gain access to the independence and resources you need to build the practice you want.