Find Your Advisor
Seeking the guidance of a trusted and qualified financial planner is among the most crucial financial decisions you can make. At Commonwealth Financial Group, our planners are committed to understanding your unique challenges and aspirations. Leveraging the firm’s dedicated support and resources and working collaboratively with your existing advisory team, our planners provide an integrated financial strategy to help maximize your financial options.
Charles Floeckher | Financial Planner
Contact Information
410.375.7577
cfloeckher@financialguide.com
280 Congress Street
Boston, MA | 02110
Charles Floeckher is a Certified Financial Planner® who partners with individuals and families to build personalized financial strategies, working to create long-term impact.
He takes pride in serving as the "financial quarterback" for his clients—coaching and educating them through every stage of life. Charles works closely with each client to develop a tailored financial blueprint, with a focus on lasting stability and generational success.
He lives in Marblehead with his wife, Michele, their two children, Eleanor and Charles, and their chocolate lab, Copper. He is actively involved in the local community as a Rotarian with the Marblehead Rotary Club, a member of the Marblehead Chamber of Commerce, and Vice President of the Marblehead Nor’Easters BNI Chapter.
A 2009 graduate of Gettysburg College and former varsity lacrosse player, Charles continues to stay active outside the office through skiing, mountain biking, and playing lacrosse.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Cole Mitchell | Financial Planner
Contact Information
603.232.9333
cmitchell@cgiwm.com
5 Dartmouth Dr
Auburn, NH | 03032
Cole Mitchell is a holistic financial planner committed to helping individuals and families make confident, informed decisions about their financial futures. With expertise in retirement planning, business strategies, and education funding, Cole provides accessible, personalized guidance tailored to each client’s unique goals and circumstances.
He believes that financial advice should be transparent, thoughtful, and rooted in genuine care—especially in an industry where many people can feel overlooked. Cole is dedicated to acting in his clients' best interests, offering solutions built on careful analysis and a long-term vision for success.
A graduate of Bryant University, Cole spent four years at Forbes Financial Planning before joining CGI. Outside of work, you’ll find him staying active through skiing, golfing, and exercising—or spending time in the kitchen, cooking meals for friends and family.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Nathan Karol | Financial Planner
Contact Information
603.280.4977
nkarol@financialguide.com
43 Constitution Dr, Suite 201
Bedford, NH | 03110
Nathan Karol is a Financial Planner at Commonwealth Financial Group, where he leverages his background in strategy, growth consulting, and experience as a small business owner to provide tailored financial guidance. He specializes in helping business owners, their families, and employees navigate the challenges they face by developing comprehensive financial strategies that align with both short-term needs and long-term objectives.
Nathan’s work is centered around a commitment to integrity, always prioritizing the best interests of his clients. He works closely with business owners and their families to help them make informed, well-considered decisions that contribute to their financial security and long-term success.
Outside of his professional work, Nathan is involved in his community as the Board Chair for the First Tee of New Hampshire and as a Trustee for Littleton Regional Healthcare. He is also a member of Leadership New Hampshire’s 2023 class. In his personal time, Nathan enjoys golfing, skiing, and coaching young skiers. He holds a degree from Daniel Webster College and is married with two young children.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
David DiBiase | Financial Planner
Contact Information
617.609.0719
ddibiase@financialguide.com
280 Congress Street, Suite 1300
Boston, MA | 02210
With over a decade of experience owning and operating small businesses—and as a proud graduate of the Goldman Sachs 10,000 Small Businesses program—David has built a wealth of knowledge about what truly drives success. Today, as a financial planner, he channels those insights to help individuals master their financial futures with confidence.
For David, there’s no greater reward than witnessing someone achieve what once seemed impossible—whether it’s stepping into homeownership, growing a business, or securing a future for their family. Guiding clients through these transformative moments is at the heart of his practice and what motivates him every day.
Prior to joining Commonwealth Financial Group, David was the co-owner and operator of Fish Window Cleaning of Hanover and Arona Salon in Braintree. Jumping into business ownership right out of college, he spent the next 10 years building Fish Window Cleaning into one of the top-performing franchises in the country, providing facilities maintenance services to homeowners and businesses on the South Shore. Under David’s management, Fish remained dedicated to giving back to the community, partnering with the Cardinal Cushing Center of Hanover to offer students hands-on work experience that prepares them for life after graduation. He is also an advocate for the Scituate Animal Shelter, actively supporting its mission to care for animals in need.
A lifelong athlete, David honed his competitive edge as captain of the Ultimate team at the University of Massachusetts Amherst before playing professionally in both the American Ultimate Disc League and Major League Ultimate. Today, he stays active by golfing, rock climbing, and running. An avid traveler, David and his wife are always exploring new cultures and savoring local cuisines wherever they go.
Questions? Let’s Chat.
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Callie Enfield | Financial Planner
Contact Information
617.468.3123
cenfield@financialguide.com
280 Congress Street, Suite 1300
Boston, MA | 02210
Callie brings a unique blend of analytical expertise and a passion for helping others to her role as a financial planner. She began her career in public accounting, where she quickly discovered that her greatest satisfaction came not just from working with numbers, but from the relationships she built—whether coaching junior team members, strengthening client connections, expanding her network, or solving everyday challenges. Realizing she wanted to focus more on working with people, she transitioned into financial planning, where she could make a lasting, tangible impact while still applying her financial skillset.
Callie believes financial decisions shouldn’t be clouded by uncertainty or emotion. She’s committed to serving as a steady guide, helping her clients approach their goals with confidence and clarity. Whether it’s preparing for life’s big milestones or providing day-to-day financial confidence, Callie strives to build lifelong connections rooted in trust and education.
Callie has degrees in Business Administration and Accounting from Chapman University. Outside of work, Callie stays active playing soccer, working out, traveling, and exploring new restaurants and live music. She’s passionate about giving back and has supported the Leukemia & Lymphoma Society since 2018, along with the American Cancer Society and Boston Scores organizations.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Chloe McKee | Financial Planner
Contact Information
617.609.1124
chloemckee@financialguide.com
280 Congress Street, Suite 1300
Boston, MA | 02210
Ever since she was young, Chloe has been a strategist. Whether planning college tours across the country, deciding in high school to pursue a career in a helping profession, or teaching others life skills like swimming and job interview prep, she has always taken initiative and found purpose in guiding others.
Chloe’s mission is to empower clients to take control of their financial future and build lasting stability. Her passion for financial planning was sparked by a personal experience— after witnessing her grandmother lose her life savings due to poor financial guidance, Chloe became determined to help others protect their future. She believes financial success isn’t just about wealth; it’s about security, opportunity, and peace of mind.
A first-generation college graduate, Chloe earned her Bachelor of Science in Business Administration with a concentration in International Business and a minor in Spanish from Xavier University. Committed to giving back, she proudly serves on the Board of Directors for Type One, Inc. / Type One Fitness, a nonprofit organization based in Norwell, MA. Type One Fitness is a welcoming, inclusive wellness facility open to all, with a unique focus on supporting individuals affected by type 1 diabetes through fitness, education, and community programs. The organization is equally dedicated to raising awareness and funding to advance research toward a cure.
Chloe is passionate about health and wellness and enjoys fostering connection, balance, and well-being in both her personal and professional life. Outside of work, she treasures quality time with her friends and family.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Brigid Finlay | Financial Planner
Contact Information
617.539.2198
bfinlay@financialguide.com
280 Congress Street, Suite 1300
Boston, MA | 02210
In a world overwhelmed with financial information, Brigid helps her clients cut through the noise and take control of their financial futures. Her passion for financial planning was shaped by her own journey—transforming her approach to money through education. She believes financial health is deeply personal yet often overlooked and strives to make the process approachable, empowering, and tailored to each client’s unique goals.
A graduate of Boston College with a degree in Mathematics and a concentration in Business Management, Brigid blends analytical expertise with an understanding of the human side of financial planning. She recognizes that financial decisions aren’t just about numbers—they’re about people’s lives, ambitions, and peace of mind.
At Commonwealth Financial Group, Brigid works closely with individuals and families to help them build strong financial foundations. She helps clients navigate key life decisions—whether they’re buying a home, preparing for retirement, or growing their wealth—by simplifying complex financial concepts and creating personalized strategies. Her goal is to ensure every client feels informed, confident, and in control of their future.
Originally from Annapolis, MD, Brigid has called Boston home for over a decade and lives in the South End. Outside of work, you’ll often find her biking around the city, scoping new restaurants for her food blog, taking group fitness classes, or supporting Boston’s small businesses.
Questions? Let’s Chat.
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Ryan Wagner | Financial Advisor
Contact Information
O (617) 307-4761
C (860) 608-6792
ryan@realadviceforwealth.com
280 Congress Street, Suite 1300
Boston, MA 02210
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Matthew Fleming | Financial Planner
Contact Information
603.276.1689
matthewfleming@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH | 03110
Matt Fleming began his financial services career after serving as the executor of his parents' estate, an experience that allowed him to uncover the power of financial planning in building generational wealth. Inspired by how two individuals with modest means positioned themselves for long-term success, Matt developed a passion for helping others achieve financial confidence through strategic planning.
Matt blends leading financial research, proactive planning, and a personal touch to provide his clients with tailored financial strategies. Matt’s practice focuses on helping individuals and families take control of their financial futures, with an emphasis on building authentic relationships that inspire confidence and security.
Before transitioning to financial services, Matt spent several years as a talent agent in Nashville. He is also a lifelong musician, passionate about creativity and discipline—qualities he brings to his work with clients. Outside of his practice, Matt is actively involved in his community and enjoys spending time with his wife, kids, and two dogs.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Shawn Zwick | Financial Planner
Contact Information
802.722.7610
shawnzwick@financialguide.com
65 Main Street, Suite 201
Burlington, VT | 05401
Shawn is committed to helping individuals and businesses confidently take charge of their financial future, blending his experience, knowledge, and passion for helping others.
With nearly a decade of owning a Servpro franchise, Shawn understands the importance of having a trusted financial planner by your side. His background provides him with a unique perspective on the financial challenges entrepreneurs face, making him especially adept at helping individuals and business owners with personalized financial strategies.
Shawn’s approach to financial planning is grounded in his passion for educating and empowering others. Whether guiding clients through long-term financial strategies or assisting with everyday decisions, Shawn strives to grow his clients’ financial knowledge and simplify complex topics.
Outside of his professional life, Shawn is actively involved in his community, volunteering at the Essex Junction Recreational Park and Burlington YMCA, and participating in Queen City BNI. He starts every morning with a run to energize his day, and loves to snowboard, golf, cook, and read in his free time.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Chaz Newton| Financial Planner
Contact Information
603.276.3908
cnewton@financialguide.com
43 Constitution Dr, Suite 201
Bedford, NH 03110
Chaz Newton is passionate about helping people achieve their financial goals and build a secure future. For Chaz, there's nothing more rewarding than seeing his clients gain confidence in their financial decisions and feel a sense of security about their future.
What sets Chaz apart is his combination of financial expertise and genuine compassion. He’s committed to understanding each client’s unique needs and creating personalized strategies that align with their goals. Chaz believes in building long-term relationships, providing ongoing support, and being a trusted resource to guide his clients through every step of their financial journey.
Outside of work, Chaz is deeply involved in his local community. He’s been an active member of his church for over seven years and is passionate about supporting organizations that help young professionals and children. When he’s not working, you’ll find Chaz enjoying an active lifestyle—playing golf, making pizza, and spending time with his wife and two daughters, Charley and Sailor.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Garret Aube | Financial Planner
Contact Information
603.285.9725
gaube@financialguide.com
43 Constitution Dr, Suite 201
Bedford, NH 03110
Having grown up in a family of blue-collar workers, Garret is passionate about helping small business owners and trades professionals build, grow, and protect their wealth. He knows firsthand the hard work and dedication that goes into running a business and is committed to helping his clients feel valued and supported as they plan for their financial futures.
Garret knows that financial planning can feel overwhelming, and that it’s not a one-size-fits-all approach. It’s about creating a strategy that’s tailored to each person’s unique needs and goals. He believes that the small details really do matter because they help build a clear picture of a client’s financial future.
Whether it’s retirement planning, saving on taxes, or wealth management, Garret is focused on helping his clients live the life they want, not just the one they have to. He works with them to find the right opportunities that set them up for lasting financial success.
Before entering financial services, Garret gained hands-on experience in the trades, giving him a practical understanding that allows him to connect with his clients on a personal level. Outside of work, Garret enjoys skiing, golfing, and playing rugby in leagues across Newport and The Seacoast, while also dedicating time to coaching younger players.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
James Fergola| Financial Planner
Contact Information
978.625.3334
jfergola@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
James originally planned to be a History teacher, even earning a Master's in Education, but his career path took a turn when he was offered an operations role with the John Hancock Financial Network. From there, he earned his securities licenses and found a way to blend his knowledge of the industry with his background in education, transitioning into a career as a financial planner.
Passionate about helping others, James is driven by the desire to prevent the financial struggles he has seen people face in their retirement years. He aims to ensure his clients are confident and protected as they approach this critical stage of life. Partnering with Commonwealth Financial Group (CFG) allows James to focus on holistic financial planning and provide a boutique experience that prioritizes clients' needs above all else.
James holds two Master's Degrees, one in Education: Curriculum and Instruction, and an MBA, both from the University of Massachusetts Lowell. He is an active Freemason, participating in several Masonic organizations and serving in various leadership positions. James lives in Amesbury, Massachusetts, with his wife Laura and their son, Franklin.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Alden L. Skillings | Financial Planner
Contact Information
978-213-1928
aldenskillings@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Alden is a financial planner who originally became interested in the field while serving on active duty with the United States Army, where he often addressed issues relating to pay, personal finance, and government-sponsored retirement programs for soldiers. Recognizing the gaps in financial information available to soldiers, he took it upon himself to educate others, which sparked his passion for helping people plan their financial futures with intentionality and purpose.
Driven by the belief that helping others is the greatest currency in life, Alden finds immense joy in seeing the relief and excitement his clients feel when they gain control over their financial futures. This passion led him to partner with Commonwealth Financial Group (CFG), where he found a team genuinely invested in his success and empowered him to build his own business. His unique value proposition includes personal experience with military and federal government programs and a well-rounded approach to financial planning.
Outside of work, Alden holds a B.A. in Political Science and History from the University of New Hampshire, where he remains a devoted Wildcat, attending games with his wife, Casey. An avid reader, runner, and die-hard Manchester United fan, Alden enjoys exploring local restaurants in Middlesex County and spending time outdoors in New England. He continues to serve with the Army National Guard in Vermont and actively engages with the veteran community in New England.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Lishay Mack | Financial Advisor
Contact Information
617.765.2287
lishaymack@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Lishay's passion lies in empowering women, families, and businesses, driven by a personal mission to be the advisor she wished her mother had. With Lishay, you can expect more than just financial advice – she takes the time to educate her clients on the "why" behind the plan, helping to ensure a deeper understanding and a stronger financial foundation.
Lishay Mack's journey to becoming a Financial Advisor is as unique as her approach to financial planning. Before delving into the world of finance, Lishay earned her B.S. in Integrative Neuroscience from Binghamton University in New York. Initially setting her sights on medical school, Lishay's path took a turn towards financial guidance, where she found her true calling in helping others secure their financial futures.
Beyond her role as a Financial Advisor, Lishay is an active member of her community, collaborating with various nonprofits to make a positive impact. When she's not running her practice, Lishay finds solace in the company of her two daughters, Alaila and Malia, along with their beloved dog, Henny. Alaila, with her sights set on Olympic dreams as a competitive gymnast, and Malia, who enjoys dancing and playing softball, they bring the joy and inspiration to Lishay's life.
Lishay Mack's ultimate dream is to bridge the wealth gap, one person at a time. With a blend of expertise, empathy, and a commitment to personalized financial guidance, Lishay is on a mission to transform lives and create a more financially secure future for all. Join Lishay on this journey towards financial empowerment and let her expertise guide you towards a brighter tomorrow.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Brittany LeClair | Financial Planner
Contact Information
802.577.2449
bleclair@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
Brittany is driven by her passion for educating others, a journey that began with her studies in Early Childhood and Elementary Education at Champlain College. After years of teaching and mentoring educators, she realized her desire to make a broader impact, leading her to assume leadership roles overseeing multiple childcare centers in Vermont. Through these experiences, Brittany recognized the opportunity to leverage her expertise as an educator to empower individuals with financial knowledge, ultimately prompting her transition to the finance industry.
Her empathetic nature fuels Brittany's dedication to helping others, allowing her to deeply connect with individuals and enact meaningful change in their lives. She views each interaction as an opportunity to make a positive difference, capitalizing on her ability to understand and address the unique needs of her clients.
Brittany, a true Vermonter, embraces outdoor adventures, finding solace in nature through mountain hikes, and peaceful moments by the water. She advocates for active living, balancing running, yoga, and strength training to stay energized. Family holds significant importance for Brittany, shaping her character through the influence of both her immediate and extended relatives.
During her downtime, Brittany enjoys relaxation with her cherished companion, Daisy, while immersing herself in a good book. Her commitment to personal wellness and harmony with nature reflects her holistic approach to life and client interactions.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Cullen Barnes | Financial Planner
Contact Information 603.255.5647
cullenbarnes@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Cullen found his calling in the financial services industry by being driven by the desire to assist individuals in realizing their full financial potential, irrespective of their life stage. Whether guiding young professionals at the outset of their financial journey or supporting seasoned individuals nearing retirement, Cullen derives immense satisfaction from facilitating their financial success stories.
His passion for helping others stems from a profound desire to make a meaningful impact in people's lives, knowing that he has played a pivotal role in their financial well-being and helped them achieve their dreams. Choosing to join CFG was a natural decision for Cullen, as the firm's holistic approach to financial planning and wealth of resources resonated deeply with his values and aspirations. He is committed to leveraging these strengths to provide tailored financial solutions that address the unique needs of each client.
Outside of work, Cullen is actively involved in community initiatives, such as fostering cats from a local animal shelter with his wife, reflecting his commitment to making a positive impact beyond the professional realm. With a bachelor's degree in Business Administration from UNH, Cullen enjoys outdoor pursuits like hiking and mountain biking, along with quality time spent traveling with his wife and engaging in sports activities. Additionally, his passion for cars led him to establish a mobile detailing business, allowing him to connect with others and indulge in his automotive interests while making a positive contribution to his community.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Cody Lynch | Financial Planner
Contact Information
Mobile (call only). 603.401.7608
CodyLynch@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Cody Lynch is deeply passionate about the financial industry, drawn to its ever-evolving landscape. Recognizing each client's unique circumstances, goals, and motivations, Cody guides them on their financial journeys, committed to making financial planning accessible to all. In the CFG boutique atmosphere with resources from a respected broker-dealer, he dedicates face-to-face time to understand clients' situations and provide tailored recommendations.
Cody's unique value proposition lies in his ability to forge personal connections with clients, delving deep into the underlying motivations behind their financial decisions. Understanding the "why" is pivotal in delivering impactful financial planning solutions, and Cody is dedicated to unraveling these intricacies. Beyond his professional life, Cody actively contributes to his community, particularly in supporting veteran-owned businesses and families, drawing on his eight years of service in the U.S. Army and his commitment to their financial well-being.
Outside of work, Cody leads a dynamic life, balancing his roles as a husband and father with his passion for lacrosse and golf. A graduate of Rivier University and former college lacrosse player, Cody remains active in both summer and winter lacrosse leagues while cherishing quality time with his family in their Derry, NH home.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Colin Pomer | Financial Planner
Contact Information
Mobile. 802.266.4792 Office. 802.557.6567
CPomer@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
A Southie (that means Massachusetts!) who landed in Vermont in 2010, Colin’s on a mission to make financial literacy accessible, stress-free, and even fun! A multi-passionate entrepreneur, he purchased a CrossFit gym in Waterbury, VT in 2019 – which he quickly transformed from a job that ran him into a business that runs itself. A year later, Colin began his financial practice to help other business owners create the same time and money freedom he achieved for himself.
As a financial advisor and fitness professional, Colin has a profound insight into the health and wellness industry. Whether you’re a nurse practitioner, a personal trainer, a physical therapist, or a dentist, Colin speaks your language and understands your concerns. He’s well-versed in a range of financial services, from insurance and employee benefits to tax planning strategies and investments, and prides himself on being uniquely equipped to steer his clients through an often overwhelming landscape with “big-picture” vision.
Colin gives back to his community by serving on the boards of Revitalizing Waterbury and the Community Action Service Team and hosting free workshops around financial literacy. When he’s not helping others use money as a tool to create and achieve the things they value most, Colin’s either spending time with his family, CrossFitting (yes, that’s a verb), cross-country skiing (he’s quite terrible at it), golfing, playing tennis (he’s better at those), doggedly trying to win a game of Monopoly, or regaling anyone in earshot with his endless dad jokes.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Brendan O’Sullivan | Financial Planner
Contact Information
Mobile. 617.398.4474 Office. 617-479-0075 x330
bkosullivan@financialguide.com
234 Copeland St. Suite 225
Quincy, MA 02169
Brendan is a dedicated Financial Planner passionate about helping individuals achieve their financial potential. His entry into the industry was sparked by a personal reflection on planning for his own future. As a member of the Lloyd-O'Sullivan Wealth Management Team at Commonwealth Financial Group, Brendan collaborates with three experienced advisors, focusing on strong client relationships.
Brendan's unique value proposition lies in empowering clients with clarity and confidence through education and relationship building. His expertise shines in simplifying intricate financial decisions, leveraging his ability to forge robust relationships to uncover nuanced solutions rooted in emotions and past experiences.
Outside of work, Brendan is involved in his community through volunteer work, including Special Olympics MA. He stays active with his love for running, golfing, and skiing. As a devoted New England sports fan, he finds joy in spending time on or near the ocean, cherishing moments with family and friends.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.