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
Advisor
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.