Meet the Team

Commonwealth's Research Team

Aaron Gigliotti

Aaron Gigliotti

Research Associate, Investment Management and Research

Jack Gohr

Jack Gohr

Research Associate

Nathan Parker

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Real Assets

Tom Scarlata

Tom Scarlata

Research Associate, Investment Management and Research

Commonwealth's Planning Team

Heather Zack

Heather Zack, JD, LLM, MSFP, CAP®

Team Lead, Advanced Planning

Martin Baker

Martin Baker, CFP®

Advanced Planning Consultant

Mike Baum

Mike Baum, CFP®

Advanced Planning Consultant

Commonwealth's Insurance Team

Ethan Young

Ethan Young

Director, Insurance and Annuities

Melissa Falone

Melissa Falone

Supervisor, Insurance Operations

Michael Callahan

Michael Callahan

Insurance Product Consultant

Shannon Brennan

Shannon Brennan, ChFC®, CLU®, FLMI, FALU

Director, Insurance Operations

Commonwealth's Retirement Team

Alex Lauretti

Alex Lauretti, CPF

Retirement Consulting Services Analyst

Allen Cohen

Allen Cohen, CPFA

Senior Retirement Consultant

Dan Collins

Dan Collins, AIF®

Retirement Marketing Program Manager

Mat Powers

Mat Powers, CFA®, AIF®

Manager, Retirement Consulting Investment Services


2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in December 2023 based on data gathered within 12 months preceding the issue date. 

6,515 New Jersey-area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers. Advisors pay a fee to hols out marketing materials. Not indicative of advisor's future performance. Your experience may vary.

For more information, please visit our Five Star Professional Profile here:

 The prior year's statistics:

  • 2023: 6,606 candidates, 407 winners (6%)
  • 2022: 6,380 candidates, 431 winners  (7%)
  • 2021: 6,123 candidates, 459 winners (7%)
  • 2020: 6,120 candidates, 480 winners (8%)
  • 2019: 6,097 candidates, 477 winners (8%)
  • 2018: 4,383 candidates, 415 winners (9%)
  • 2017: 3,868 candidates, 664 winners (17%)
  • 2016: 4,143 candidates, 626 winners (15%)
  • 2015: 5,063 candidates, 672 winners (13%)
  • 2014: 3,315 candidates, 646 winners (19%)
  • 2013: 4,049 candidates, 733 winners (18%)

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.