Waltham, MA (October 7, 2025)—Commonwealth Financial Network^®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has added Vahanian & Associates Financial Planning Inc. to its independent advisor network. The team, based in Saratoga Springs, New York, oversees nearly $230 million in client assets¹ and joins from Osaic.

Led by Jeffrey Vahanian, CFP^®, president, CEO, and financial advisor; Bonnie Boyce, MBA, CFP^®, vice president, chief financial officer, and chief compliance officer; and Cameron Corsi, vice president, chief strategy officer, and wealth advisor, Vahanian delivers financial services focused on client needs and high standards.

For its first move outside the corporate umbrella of Osaic predecessor firms, Vahanian pursued greater independence, personalization, and improved efficiency. “Commonwealth demonstrated a professional, tailored approach during our initial interactions, which closely mirrors our own emphasis on high-touch and bespoke client service,” explained Vahanian. “LPL provides advanced technology and an investment platform, along with significant capacity and resources, which will contribute to our operational effectiveness and client service."

“We asked ourselves, ‘Where do we want this company to be in 10 years, and who do we want to be partnered with?’ After a comprehensive due diligence process, the decision to join Commonwealth and LPL was built on a foundation of trust and strong relationships established at the start of our vetting process and deepened throughout our seamless transition experience,” shared Corsi.

Founded nearly 40 years ago, the firm, which also includes Lisa Cast, director of operations and client experience; Cory Larmour, director of financial planning; and Taryn Sheehan, director of client services, provides fee-based financial advice to high-net-worth individuals and their families and younger affluent clients. With a focus on delivering exceptional support to clients, the team anticipates client needs, provides tailored solutions for unique scenarios, and engages with families across multiple generations.

“We’re in the business of taking care of people—not just their money,” Vahanian said. “We play the role of a real quarterback to our clients’ finances.” The team’s strategy is to ensure that every client receives personalized attention and guidance, reinforcing their commitment to a high standard of service and support.

“The Vahanian team has spent more than three decades refining its personalized, client-first approach, and we are honored that they have chosen Commonwealth and LPL for this next phase of growth,” said Becca Hajjar, managing principal and chief business development officer at Commonwealth. “We welcome them to our community and are confident that with our combined support, the Vahanian team will operate their business more effectively, allowing them more time to take care of their clients’ complex financial needs.”

LPL Financial Holdings Inc. (Nasdaq: LPLA) acquired Commonwealth Financial Network in August 2025. Commonwealth will operate as a wholly owned portfolio company through the onboarding of Commonwealth advisors to LPL’s platform, which is expected to be completed in the fourth quarter of 2026.

About Commonwealth Financial Network^®

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 12 Times in a Row.”² Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio. Learn more about how Commonwealth partners with approximately 3,000 independent financial advisors overseeing $305 billion³ in assets nationwide by visiting commonwealth.com.

¹ As of 10/02/2025

² Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012–2014, and 2018‒2025 U.S. Financial Advisor Satisfaction Studies. Presented on July 16, 2025, for December 2024 to April 2025, it is based on responses from 3,698 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

³As of 06/30/2025