The Extended Team

Offering in-depth insight and expertise so you achieve maximum value.

As partners of Commonwealth Financial Network^®, a leading Registered Investment Adviser and the first independently owned broker-dealer, we offer you the best of both worlds: a small, local firm with big company resources.

What Does This Mean For You?

Investment Choice

Get access to whatever you need to pursue your financial objectives because we are free from proprietary product pressure.

Technology

See a comprehensive, holistic picture of your overall financial life through a technology platform Commonwealth built with and for advisors like us and their clients.

High-Touch Service

Receive prompt answers and creative solutions from us because that's exactly what we receive from Commonwealth.

Subject-Matter Expertise

Take advantage of Commonwealth’s specialized teams that serve as an extension of our office, providing guidance on everything from stocks to social security to student loans, and everything in between.

Continuing Education

Benefit from the education and peer-to-peer learning that Commonwealth provides to us.

Here are a few of the smart, friendly people at Commonwealth who support us and our clients, along with hundreds of other experts at your disposal.

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC Photo

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC

Advanced Planning Director

Responsible for the strategic direction of the department.
Assists advisors on trusts, estate planning, taxes, charitable gifts, Social Security, business planning, insurance and education planning.
Holds a bachelor’s degree in business administration from Northeastern University, an MSFS from the American College of Financial Services and a Juris Doctor degree (with a focus on estate, trust, and tax law) from New England Law Boston.
Licensed in Massachusetts life, accident and health insurances.
Holds FINRA Series 6, 7, 24 and 63 securities registrations.
Previously worked at Renaissance Insurance Group, John Hancock and Ernst & Young.

Ethan Young Photo

Ethan Young

Insurance and Annuities Director

Oversees the annuity and insurance product consultants.
Holds FINRA Series 6, 26 and 63 securities registrations.
Has a bachelor’s degree from Allegheny College.
Previously worked at Hartford Life, MassMutual and John Hancock.
In his spare time, he enjoys reading, fly fishing and camping.

Brad McMillan, CFA®, CAIA, MAI Photo

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Chairs the Investment Committee and is the primary spokesperson for Commonwealth's investment divisions.
Shares his comments and thoughts on the economy in his blog, The Independent Market Observer.
Member of the Appraisal Institute, the CFA (Chartered Financial Analyst) Institute and the CAIA (Chartered Alternative Investment Analyst) Association.
Holds a bachelor’s degree from Dartmouth College, a master’s degree in real estate from MIT and a master’s degree in finance from Boston College.
Founder of Dartmouth Realty Advisors.
In his free time, he extensively reads about history, math and science, as well as plays very bad golf.

Karen DiStasio Photo

Karen DiStasio

VP, Retirement Plan Consulting Services

Responsible for leading strategic direction of the Retirement Consulting team and ensuring our advisors have the highest levels of product, services and support available.
Has more than 20 years of experience in the financial services and retirement plan industry.
Previously worked at Fidelity Investments, Putnam Investments, New York Life Retirement Plan Services and most recently, John Hancock.
Attended Smith College and graduated from the University of Massachusetts Amherst with a bachelor’s degree in business administration and a concentration in marketing.
In her spare time, she enjoys reading, tending to her perennial garden, spending time at York Beach and Little Sebago Lake with her three children, and playing fetch with her newest family member, Diesel, a long-haired German shepherd.