Commonwealth Financial Network® Congratulates Honorees in REP. Magazineâ€™s â€œTop Next Gen IBD Advisorsâ€ List
Waltham, MA (January 29, 2014)â€”Commonwealth Financial NetworkÂ® congratulates 16 Commonwealth-affiliated advisors on being named to REP. magazine’s “Top Next Gen Independent Broker/Dealer Advisors” list for 2014. The list is published in REP.’s January 2014 issue and featured online. Notably, three Commonwealth advisors ranked within the top 20 are profiled.
“Each of these 16 deserving advisors possesses a unique drive for success and a passion for excellence,” said Wayne Bloom, Commonwealth CEO. “Their commitment to the growth of their practices and the well-being of their clients’ financial livelihoods affirms their standing within this ranking.”
The 16 Commonwealth-affiliated advisors (representing 14 offices) listed in ranking order are:
#7 Russell Olson, Financial Consulting Services, Inc., Green Bay, Wisconsin
#11 Matthew Somberg, Gottfried & Somberg Wealth Management, LLC, Glastonbury, Connecticut
#16 Steven Tonkinson, Tonkinson Financial, Inc., Miami, Florida
#21 Randy Risler, Security Financial Solutions, Eau Claire, Wisconsin
#27 Joseph Bannon Jr., Bannon & Company, LLC, Farmington, Connecticut
#34 Christopher Rivers, Armstrong, Fleming & Moore, Inc., Washington, DC
#39 Gabriel Lapito, Strategic Retirement Plans, Billings, Montana
#40 Richard C. Fitzer, Triad Financial Group, LLC, Creve Coeur, Missouri
#42 Nathan Munits, Life and Wealth Planning, LLC, New York, New York
#54 Matthew Campbell, Investment Partners, LTD, Millersburg, Ohio
#55 Kevin O’Donnell, BerkshireBanc Investment Services, Pittsfield, Massachusetts
#56 James Cox, McCarthy & Cox Retirement & Estate Specialists, Marysville, Ohio
#58 Joshua Gottfried, Gottfried & Somberg Wealth Management, LLC, Glastonbury, Connecticut
#60 Nicholas Strom-Olsen, BerkshireBanc Investment Services, Manchester Center, Vermont
#61 James O’Hearn, Enterprise Investment Services, Lowell, Massachusetts
#65 Stephen Blanchette, Hughes Wealth Management Group, Newburyport, Massachusetts
Bloom concluded, “I am delighted to see such a presence of dynamic Commonwealth advisors on this list. I extend my most sincere congratulations to each on their recognition and feel privileged to witness their continued success.”
Advisors on this list are ranked exclusively by assets under management. Nominations were solicited from the top 35 independent broker/dealers by headcount.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealerâ€“RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Three Times in a Row.” The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.