Market Overview

Commonwealth Financial Network® Congratulates Honorees in Forbes' Top 1,000 Next Generation Wealth Advisors List


Commonwealth Financial Network®, the nation's largest
privately held Registered Investment Adviser–independent broker/dealer,
congratulates 16 affiliated advisors on being named to the Forbes'
Top 1,000 Next Generation Wealth Advisors list for 2018. The list is
published on

The 15 Commonwealth-affiliated advisors named to this list are:

  • Douglas Boneparth, CFP®, AIF®, MBA, Bone Fide
    Wealth, LLC, New York, New York
  • Shawn Brunner, CFP®, CRPS®, M.J. Baker Financial
    Advisors, Avon Lake, Ohio
  • Joseph Covill, AIF®, CRPC®, CT Financial
    Partners, Glastonbury, Connecticut
  • Rich C. Fitzer, Triad Financial Group, Creve Coeur, Missouri
  • Lacey Fugleberg, CFP®, ChFC®, Legacy Wealth
    Planners, Colorado Springs, Colorado
  • Matthew Glova, CFP®, CLTC, LifeTime Asset Management,
    Raleigh, North Carolina
  • Theodore Haley, CFP®, AIF®, Advanced Wealth
    Management, Portland, Oregon
  • Benjamin Jones, CFP®, AIF®, Allegiant Private
    Advisors, Sarasota, Florida
  • Gabriel Lapito, MBA, CPA/PFS, CFP®, AIF®,
    Strategic Retirement Plans, Billings, Montana
  • Valerie Leonard, AIF®, CPFA, Grinkmeyer Leonard Financial,
    Birmingham, Alabama
  • Douglas Mavilia, CFP®, Lightship Wealth Strategies, Inc.,
    Newton Lower Falls, Massachusetts
  • Bryan Pratt, CFP®, AIF®, Pratt, Kutzke &
    Associates, LLP, North Mankato, Minnesota
  • Mollie Thomsen, AIF®, UICCU Wealth Management, Iowa City,
  • Robert Walczak, CFP®, AIF®, Granite State Wealth
    Management, Londonderry, New Hampshire
  • Eli Wynes, AIF®, UICCU Wealth Management, Iowa City, Iowa

"Congratulations to each of these advisors on being recognized by Forbes,"
said Wayne Bloom, CEO of Commonwealth. "These vibrant advisors bring new
ideas and fresh perspectives to the industry and represent the next
generation of independent advice for investors. We are proud to see
these advisors recognized, feel fortunate to have them as part of the
Commonwealth community, and remain committed to serving their growing
practices with the intuitive, integrated technology, tools, and
resources that drive productivity and keep their practices client

The 2018 ranking of Forbes' Top 1,000 Next Generation Wealth
Advisors1 recognizes advisors born in 1980 or later with a
minimum of four years of experience. Advisors were rated based on a
proprietary algorithm of qualitative and quantitative criteria: assets
under management, revenues generated for their firms, client retention,
industry experience, credentials, and compliance records. SHOOK Research
also employs an opinion-based weighting system that prioritizes its
preferred "best practices," which include business models, activities,
processes, and structure. Overall, 5,832 advisors were considered, and
1,000 (17 percent of candidates) were recognized. Click here
for the full methodology2 that Forbes developed in
partnership with SHOOK Research.

About Commonwealth Financial Network
Founded in 1979,
Commonwealth Financial Network, member FINRA/SIPC, is the nation's
largest privately held Registered Investment Adviser–independent
broker/dealer, with headquarters in Waltham, Massachusetts, and San
Diego, California. J.D. Power ranks Commonwealth "Highest in Independent
Advisor Satisfaction Among Financial Investment Firms, Five Times in a
Row." The firm supports approximately 1,800 independent financial
advisors nationwide. For more information, please visit

Commonwealth received the highest score in the independent advisor
segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial
Advisor Satisfaction Studies of customers' satisfaction among financial
advisors. Visit

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1This recognition and the due-diligence process
conducted are not indicative of the advisor's future performance. Your
experience may vary. You are encouraged to conduct your own research to
determine if the advisor is right for you.

2Portfolio performance is not a criterion due to
varying client objectives and lack of audited data. SHOOK does not
receive a fee in exchange for rankings.

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