Our Team - Personal Financial Advisors You Can Trust in Glendale

Aaron Gigliotti

Research Associate, Investment Management and Research

Adam Khalek

Retirement Solutions Investment Associate

Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM

Manager, Investment Due Diligence - Investment Management and Research

Arleta Hacopian, FPQP™

Financial Paraplanner Qualified Professional™, Client Relations Manager

Arleta Hacopian has been an excellent client relations manager with the firm since 2002. She’s in charge of our clients’ financial services; making certain our clients’ needs are handled promptly and meticulously. In...

Bob Donaldson, CHFC^®

AGW Founder & Managing Principal

Robert “Bob” Donaldson is founder and managing principal of Advisory Group West, an independent wealth management firm. Since 1977, Bob has been assisting California residents to strategically plan for and protect their...

Bob Burke

PlanAssist Program Manager

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Chairs the Investment Committee and is the primary spokesperson for Commonwealth's investment divisionsShares his comments and thoughts on the economy in his blog, The Independent Market ObserverIs a Chartered Financial Analyst®...

Brian McCormick, CIMA®

Manager, Investment Management and Research

Manages evaluation, selection, and dissemination of research in the small- and mid-cap asset classesConducts research and due diligence on exchange-traded productsResponds to advisor inquiries on various investment topics, including...

Brian Price, CFA®

Managing Principal, Investment Management and Research

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Chris Lydon, AIF®

Retirement Solutions Investment Analyst

Chris Stuart, CFA^®

Senior Investment Research Analyst

Chris Fasciano

Portfolio Manager, Investment Management and Research

Dan Collins, AIF^®

Retirement Marketing Program Manager

Dan Toomey, QKA®, CPFA®

Manager, Retirement Product

David Haughton, JD

Team Lead, Advanced Planning

Derek McLaughlin, CFP^®

Associate Planner

Derek McLaughlin brings a wealth of knowledge to the AGW team with more than 20 years of experience in the financial services industry. Currently holding the position of Associate Planner, Derek assists Bob & our clients in all matters...

Derenig Kostikian, CFP^®, AIF^®

Retirement Sales Consultant

Eduardo Ciuffo

Senior Investment Research Analyst

Elizabeth Meyer

Advanced Planning Consultant

Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planningEarned a bachelor’s degree from the Merrimack College and a JD from Suffolk Law...

Fred DeBaets

Portfolio Manager, Fixed Income

Heather Zack, JD

TL, Advanced Planning

Jeff Gillette, CPFA

Retirement Solutions Consultant

Jim McAllister, CFA®

Vice President, Equity Research

Joe Dunn

Research Analyst, Fixed Income

John Peters, CFP^®, AIF^®, PPC™

Mgr,, Retirement Consulting Services

John Rooney

Managing Principal, Executive Management

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

Vice President, Advanced Planning

Responsible for the strategic direction of the department, as well as providing a resource for advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planningHolds the CERTIFIED...

Justin Cleare, CFA®

Research Analyst, Real Assets

Karen DiStasio

Vice President, Strategic Retirement Solutions

Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®

Senior Advanced Planning Consultant

Martin Baker, CFP®

Supervisor, Paraplanning & Advanced Planning Consultant

Mat Powers, CFA®, AIF®, AIFA®

Director, Strategic Retirement Solutions

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Mike Clifford, CPFA

Retirement Solutions Consultant

Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE, and SEP IRAs, including addressing operational inquiries and concerns, IRS rules and regulations, and other...

Michael Geraci, MSF, CRPC®, CRPS®, AIF®, CIMA®

Supervisor, Retirement Investment Solutions

Michael Comiskey, CAIA

Research Analyst, Alternatives

Mike Triana, CRPS®, CPFA

Senior Retirement Solutions Consultant

Mike Baum

Advanced Planning Consultant

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Equity

Nicholas Follett

Mgr., Fixed Income

Patricia Garvey

Product Manager

Peter Roberto

Senior Research Analyst, Equity

Peter Essele, CFA®, CFP®, CAIA

Senior Vice President, Investment Management and Research

Rafael Bernard, CFP®, MSFP

Advanced Planning Consultant

Rob Swanke, CFA®, CAIA

Senior Research Analyst, Equity

Robert Kane, CAIA

Manager, Alternatives

Sam Millette

Manager, Fixed Income

Sara Bray

Research Associate, Investment Management and Research

Sarah Hargreaves

Platform Manager, Investment Management and Research

Sheryll Yee, CRPS^®

Retirement Consultant

Sophie Barrow, CPFA

Retirement Solutions Specialist

Steve Kochis

Mgr., Retirement Consulting Services

Steven Johnian

Sup., Retirement Consulting Services

Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA

Manager, Strategic Retirement Solutions

Thomas Ryan

Investment Research Analyst

Tom Scarlata

Senior Research Analyst, Fixed Income

Wayne Richardson

Research Analyst, Equity

Aaron Gigliotti

Research Associate, Investment Management and Research

Adam Khalek

Retirement Solutions Investment Associate

Alex Lauretti, CPFA

Retirement Solutions Analyst

Allen Cohen, CPFA

Senior Retirement Solutions Consultant

Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM

Manager, Investment Due Diligence - Investment Management and Research

Anna Hays, JD, LLM

Advanced Planning Consultant

Anne Fontanet

Advanced Planning Consultant

Anuradha Gaggar, CFA^®

Senior Investment Research Analyst

Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

Arleta Hacopian, FPQP™

Financial Paraplanner Qualified Professional™, Client Relations Manager

Bob Donaldson, CHFC^®

AGW Founder & Managing Principal

Bob Burke

PlanAssist Program Manager

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian McCormick, CIMA®

Manager, Investment Management and Research

Brian Price, CFA®

Managing Principal, Investment Management and Research

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Chris Lydon, AIF®

Retirement Solutions Investment Analyst

Chris Stuart, CFA^®

Senior Investment Research Analyst

Chris Fasciano

Portfolio Manager, Investment Management and Research

Dan Collins, AIF^®

Retirement Marketing Program Manager

Dan Toomey, QKA®, CPFA®

Manager, Retirement Product

David Haughton, JD

Team Lead, Advanced Planning

Derek McLaughlin, CFP^®

Associate Planner

Derenig Kostikian, CFP^®, AIF^®

Retirement Sales Consultant

Eduardo Ciuffo

Senior Investment Research Analyst

Elizabeth Meyer

Advanced Planning Consultant

Fred DeBaets

Portfolio Manager, Fixed Income

Heather Zack, JD

TL, Advanced Planning

Jeff Gillette, CPFA

Retirement Solutions Consultant

Jim McAllister, CFA®

Vice President, Equity Research

Joe Dunn

Research Analyst, Fixed Income

John Peters, CFP^®, AIF^®, PPC™

Mgr,, Retirement Consulting Services

John Rooney

Managing Principal, Executive Management

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

Vice President, Advanced Planning

Justin Cleare, CFA®

Research Analyst, Real Assets

Karen DiStasio

Vice President, Strategic Retirement Solutions

Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®

Senior Advanced Planning Consultant

Martin Baker, CFP®

Supervisor, Paraplanning & Advanced Planning Consultant

Mat Powers, CFA®, AIF®, AIFA®

Director, Strategic Retirement Solutions

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Mike Clifford, CPFA

Retirement Solutions Consultant

Michael Geraci, MSF, CRPC®, CRPS®, AIF®, CIMA®

Supervisor, Retirement Investment Solutions

Michael Comiskey, CAIA

Research Analyst, Alternatives

Mike Triana, CRPS®, CPFA

Senior Retirement Solutions Consultant

Mike Baum

Advanced Planning Consultant

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Equity

Nicholas Follett

Mgr., Fixed Income

Patricia Garvey

Product Manager

Peter Roberto

Senior Research Analyst, Equity

Peter Essele, CFA®, CFP®, CAIA

Senior Vice President, Investment Management and Research

Rafael Bernard, CFP®, MSFP

Advanced Planning Consultant

Rob Swanke, CFA®, CAIA

Senior Research Analyst, Equity

Robert Kane, CAIA

Manager, Alternatives

Sam Millette

Manager, Fixed Income

Sara Bray

Research Associate, Investment Management and Research

Sarah Hargreaves

Platform Manager, Investment Management and Research

Sheryll Yee, CRPS^®

Retirement Consultant

Sophie Barrow, CPFA

Retirement Solutions Specialist

Steve Kochis

Mgr., Retirement Consulting Services

Steven Johnian

Sup., Retirement Consulting Services

Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA

Manager, Strategic Retirement Solutions

Thomas Ryan

Investment Research Analyst

Tom Scarlata

Senior Research Analyst, Fixed Income

Wayne Richardson

Research Analyst, Equity

Aaron Gigliotti

Research Associate, Investment Management and Research

Adam Khalek

Retirement Solutions Investment Associate

Alex Lauretti, CPFA

Retirement Solutions Analyst

Allen Cohen, CPFA

Senior Retirement Solutions Consultant

Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM

Manager, Investment Due Diligence - Investment Management and Research

Anna Hays, JD, LLM

Advanced Planning Consultant

Anne Fontanet

Advanced Planning Consultant

Anuradha Gaggar, CFA^®

Senior Investment Research Analyst

Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

Arleta Hacopian, FPQP™

Financial Paraplanner Qualified Professional™, Client Relations Manager

Bob Donaldson, CHFC^®

AGW Founder & Managing Principal

Bob Burke

PlanAssist Program Manager

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian McCormick, CIMA®

Manager, Investment Management and Research

Brian Price, CFA®

Managing Principal, Investment Management and Research

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Chris Lydon, AIF®

Retirement Solutions Investment Analyst

Chris Stuart, CFA^®

Senior Investment Research Analyst

Chris Fasciano

Portfolio Manager, Investment Management and Research

Dan Collins, AIF^®

Retirement Marketing Program Manager

Dan Toomey, QKA®, CPFA®

Manager, Retirement Product

David Haughton, JD

Team Lead, Advanced Planning

Derek McLaughlin, CFP^®

Associate Planner

Derenig Kostikian, CFP^®, AIF^®

Retirement Sales Consultant

Eduardo Ciuffo

Senior Investment Research Analyst

Elizabeth Meyer

Advanced Planning Consultant

Fred DeBaets

Portfolio Manager, Fixed Income

Heather Zack, JD

TL, Advanced Planning

Jeff Gillette, CPFA

Retirement Solutions Consultant

Jim McAllister, CFA®

Vice President, Equity Research

Joe Dunn

Research Analyst, Fixed Income

John Peters, CFP^®, AIF^®, PPC™

Mgr,, Retirement Consulting Services

John Rooney

Managing Principal, Executive Management

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

Vice President, Advanced Planning

Justin Cleare, CFA®

Research Analyst, Real Assets

Karen DiStasio

Vice President, Strategic Retirement Solutions

Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®

Senior Advanced Planning Consultant

Martin Baker, CFP®

Supervisor, Paraplanning & Advanced Planning Consultant

Mat Powers, CFA®, AIF®, AIFA®

Director, Strategic Retirement Solutions

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Mike Clifford, CPFA

Retirement Solutions Consultant

Michael Geraci, MSF, CRPC®, CRPS®, AIF®, CIMA®

Supervisor, Retirement Investment Solutions

Michael Comiskey, CAIA

Research Analyst, Alternatives

Mike Triana, CRPS®, CPFA

Senior Retirement Solutions Consultant

Mike Baum

Advanced Planning Consultant

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Equity

Nicholas Follett

Mgr., Fixed Income

Patricia Garvey

Product Manager

Peter Roberto

Senior Research Analyst, Equity

Peter Essele, CFA®, CFP®, CAIA

Senior Vice President, Investment Management and Research

Rafael Bernard, CFP®, MSFP

Advanced Planning Consultant

Rob Swanke, CFA®, CAIA

Senior Research Analyst, Equity

Robert Kane, CAIA

Manager, Alternatives

Sam Millette

Manager, Fixed Income

Sara Bray

Research Associate, Investment Management and Research

Sarah Hargreaves

Platform Manager, Investment Management and Research

Sheryll Yee, CRPS^®

Retirement Consultant

Sophie Barrow, CPFA

Retirement Solutions Specialist

Steve Kochis

Mgr., Retirement Consulting Services

Steven Johnian

Sup., Retirement Consulting Services

Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA

Manager, Strategic Retirement Solutions

Thomas Ryan

Investment Research Analyst

Tom Scarlata

Senior Research Analyst, Fixed Income

Wayne Richardson

Research Analyst, Equity

Next Steps

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You’ve come to the right place. To learn more, schedule your Complimentary Cornerstone Vissions™ Strategy Session today.

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