Research Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of investment research specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.

Research All-Stars at Work for You

Commonwealth has been recognized by Financial Advisor and Private Wealth magazines for the third time for having an all-star research team. Commonwealth’s Brad McMillan, senior vice president and chief investment officer; Brian Price, vice president; Meagan Swanson, manager, fixed income research; and Jim McAllister, director, equity research, were selected based on nominations from readers.