Meet the Team
Steve Richardson
Principal and Senior Advisor
Full Bio
Timothy Shean
Principal and Chief Investment Officer
Full Bio
Joe Lamoglia
Principal and Senior Advisor
Full Bio
Nancy Rick
Senior Advisor
Full Bio
Phil Corso
Senior Advisor
Full Bio
Ryan Kellinger
Advisor
Full Bio
Amy Frix
Director of Operations
Full Bio
Kyle Morrissey
Financial Planning Associate
Full Bio
Ryan “Sully” Sullivan
Financial Planning Associate
Full Bio
Grayson Hurley
Advisor Assistant
Full Bio
Nicole Infantolino
Advisor Assistant
Full Bio
Matt Thompson
Advisor Assistant
Full Bio
Steven, Timothy, Joe, Ryan, Nancy, and Phil are all registered representatives and Investment Adviser Representatives of Commonwealth Financial Network®. Commonwealth is a member FINRA/SIPC, an independent broker/dealer with a national network of more than 2000 financial professionals nationwide. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018-2022 U.S. Financial Advisor Satisfaction Studies. Presented on 7.6.2022 for January to May 2022 and is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of firm’s future performance. Your experience may vary. Visit jdpower.com/awards for more details.