Commonwealth Financial Network welcomes two Jericho, N.Y.–based independent advisory firms previously affiliated with Securities America, now Osaic, and collectively reporting more than $495 million in client assets:
Full Spectrum Financial Solutions. Advisers include Pat Lanotte, Christopher Jones and Paul Michaluk. The team reported advising on $329 million in client assets. Full Spectrum Financial Solutions specializes in serving those nearing and in retirement through a “chief financial officer” approach attuned to scenario analysis and coordinated across clients’ other outside professionals.
NXT Phase Financial Services. Advisers include John Carbonara and Michael Murray. The team reported advising on $166 million in client assets. NXT Phase Financial Services specializes in providing educators with a complete range of financial solutions, including 403(b) retirement plan advice.
“To choose our comm
