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.
Martha Slaight | Partner & Financial Advisor
Contact Information
Mobile. 617.231.9573 Office. 617.526.9394
mslaight@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CFP®, CFBS, AIF®, BSP
Juggling business, personal, and family life isn‘t always easy. I strive to educate my clients about how their personal, business, and estate plans all interact with one another. I help business owners make well-informed financial decisions to achieve their financial goals, preserve family wealth, build business equity and manage their legacy. Even though my approach to wealth management is extremely comprehensive in nature, my unique process and unified approach simplifies the complexity of modern day wealth management.
Leveraging the collective knowledge of the Commonwealth Financial Group team, I will ensure that all stakeholders are on the same page and working toward the same goals. Whether your goals include preparing for milestones like transitioning your business to the next generation, selling to a buyer, or just being able to be financially independent, I promise you the highest level of attention, insight, and capability.
From her roots in the family business to today and her own financial planning business, Martha’s enthusiasm for business grows from a love of ideas, tech, and entrepreneurial spirit. When she isn’t helping people achieve their personal and business financial goals you will most likely find her on the golf course. She calls the South Coast of Massachusetts home and loves its beaches and beauty.
Contact me today to get started on your plan, because as the famous saying goes:
“A goal without a plan is just a wish.” – Antoine de Saint-Exupery
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.
Brett Skloff | Financial Planner
Contact Information
Mobile. 617.340.2804 Office. 617.526.8290
bskloff@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CFP, AWMA
Brett joined Commonwealth Financial Group in 2019, after working at UBS financial services in New York city. Brett graduated from Indiana university in 2016, with bachelor’s degrees in Economics and Psychology. Brett has also received the CFP and AWMA designations and holds his FINRA series 7 and 66 licenses.
Brett has spent the last few years in New York working solely on financial plans with UBS Financial Services. In addition to supporting the financial planning, retirement planning, and wealth management needs of clients, Brett has worked hard to develop his knowledge professionally and earned the CFP® and AWMA® designations. In joining our practice, Brett will allow us to broaden and deepen the financial planning experience we offer to our clients.
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.
Skloff Team
Bob Skloff | Financial Advisor, Director of Investments
Contact Information
Mobile. 617.207.6389 Office. 617.526.9319
rskloff@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
AIF
Bob has been with Commonwealth Financial Group since 1983, when he joined after graduating from the University of Massachusetts with a bachelor’s degree in economics. Bob has also received the CLTC and AIF designations, and holds his FINRA Series 7, 24, and 65 registrations. Bob manages a private wealth practice of 300 households, and an institutional retirement plan business of over 25 businesses and 9,000 participants.
Bob has also served as Director of Investments for Commonwealth Financial Group since 1990 and provides investment training and education to all new registered representatives at CFG. Bob currently resides in Boston, MA with his wife and works every day with his two sons. He and his wife Rhonda raised their family and lived in Sudbury, MA for 25 years. He is currently on the Board of Directors for B’nai B’rith Housing in Sudbury, MA. In his free time, Bob is an avid Skier and Golfer
Brett Skloff | Financial Planner
Contact Information
Mobile. 617.340.2804 Office. 617.526.8290
Email Me
Boston, MA Office
101 Federal Street, Ste 800
Boston, MA 02110
CFP, AWMA
Brett joined Commonwealth Financial Group in 2019, after working at UBS financial services in New York city. Brett graduated from Indiana university in 2016, with bachelor’s degrees in Economics and Psychology. Brett has also received the CFP® and AWMA® designations and holds his FINRA series 7 and 66 licenses.
Brett has spent the last few years in New York working solely on financial plans with UBS Financial Services. In addition to supporting the financial planning, retirement planning, and wealth management needs of clients, Brett has worked hard to develop his knowledge professionally and earned the CFP® and AWMA® designations. In joining our practice, Brett will allow us to broaden and deepen the financial planning experience we offer to our clients.
Benjamin Taylor | Financial Consultant
Contact Information
Mobile. 781.219.0574 Office. 617.526.9360
Email Me
Boston, MA Office
101 Federal Street, Ste 800
Boston, MA 02110
AIF
Ben joined Commonwealth Financial Group in 2002 and formalized his partnership with Bob shortly thereafter. He works primarily with families, professionals, and closely held businesses providing integrated financial planning solutions. Having grown up in a 3rd generation family- owned business, Ben is uniquely aware of both the challenges and opportunities many of his clients face. He prides himself in providing sensible, straightforward strategies that accomplish his client’s objectives.
Ben is a graduate of Bentley University (BS Finance, with a concentration in Business Law) He received the Accredited Investment Fiduciary (AIF) designation, and holds his FINRA series 6,7, 63 and 65 licenses.
Ben lives in Medfield, MA with his wife Michelle and their 2 sons, Luke & Owen.
Michael Weiner | Investment Advisor Representative
Contact Information
Mobile (call only). 617.312.5115
Email Me
Boston, MA Office
101 Federal Street, Ste 800
Boston, MA 02110
Mike is a professional financial advisor with the Commonwealth Financial Group. His practice is devoted to families who have children with special needs. He is an investment advisor representative and licensed insurance agent. He assists these families by creating comprehensive financial plans designed to support the needs of the entire family. He is married to Susan for more than forty years and they currently reside in Medfield and Osterville, MA. Their eldest son, Ben, resides in Washington, DC, and enjoys a successful career and a well-rounded life. Their youngest, Zachary, is 33 years old. He is a young man with developmental delays. Despite the challenges that Zack must face each day, he lives on his own in Brookline with his wife Molly and works every weekday at his job in downtown Boston. Mike previously has served as the treasurer for the Federation for Children with Special Needs after serving for over a decade.
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.
TJ Shaughnessy | Financial Advisor
Contact Information
Mobile. 603.634.8402 Office. 603.471.4390
tjshaughnessy@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Michael Shaughnessy | Financial Advisor
Contact Information
Mobile. 603.945.1771 Office. 603.471.4311
mshaughnessy@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
James Shaughnessy | Associate
Contact Information
Mobile. 603.634.8775 Office. 603.471.4305
jshaughnessy@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Edward Shaughnessy | Associate
Contact Information
Mobile. 603.691.2060 Office. 603.471.4308
eshaughnessy@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Kenneth Sharkey | Associate
Contact Information
Mobile. 603.825.6199 Office. 603.471.4331
ksharkey@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Bryce Schintzius | Financial Advisor
Contact Information
Mobile. 617.286.3965 Office. 617.526.8253
bschintzius@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Nicholas Sangermano | Senior Partner & Financial Advisor
Contact Information
Mobile. 413.216.2677 Office. 603.434.8877
nsangermano@financialguide.com
45 Stiles Road, Suite 102
Salem, NH 03079
Nicholas R. Sangermano is Senior Partner and Financial Advisor with Commonwealth Financial Group. With several years of experience in financial services, Nick takes pride in providing his clients with carefully crafted financial strategies tailored to their specific goals. His primary focus is on designing solutions for retirement planning for high net worth individuals, retirees, and pre-retirees.
Nick completed his BS in Business Management from Southern New Hampshire University as well as a certificate of advanced studies in Financial Planning from Merrimack College. Nick has been affiliated with some of the top organizations in the industry. He started his career in 2000 with Edward Jones as a registered representative. He then joined Digital Federal Credit Union as a financial advisor. In September of 2006 Nick built a successful practice as an Independent financial planner partnering with Commonwealth Financial Network and LPL Financial as the Broker/Dealer. During his time with LPL Financial, Nick partnered with the Private Advisor Group in Morristown, New Jersey.
Nick enjoys spending time with his wife and four children. He often can be found on the ball field coaching his three boys or attending his daughter’s dance recitals.
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.
Stephen Ross | Partner & Financial Advisor
Contact Information
Mobile. 617.272.7943 Office. 617.526.9314
sross@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
As a partner at Commonwealth Financial Group in Boston, Stephen J. offers financial, investment, and insurance planning services, working closely with individuals and business owners at various stages of their lives. And it starts with a plan. Whether investing for your own retirement or your children’s college education, evaluating your income needs in retirement and insuring against running out of money, or protecting your family’s or business’s future income and assets against unforeseen events, Stephen offers financial guidance that can help position his clients’ best to achieve their personal and/or business goals.
Key differentiators include:
A tailored planning process that he takes each client through;
Specific strategies and recommendations that are directly related to each personal or business goal;
A high level of service offered during the planning process, when implementing specific strategies, and on an ongoing basis answering questions and offering guidance throughout his clients’ financial lives.
Each client is faced with unique challenges at different times in their lives. With a sound financial plan in place – one that identifies key gaps and helps prioritize important goals – clients are equipped with a strategic roadmap that can help them overcome obstacles and lead them along a path toward achieving their goals.
Planning. Education. Guidance.
Stephen holds a Bachelor of Arts in Economics and earned his Master of Business Administration from F.W. Olin Graduate School of Business at Babson College.
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.
Jared Rose | Financial Advisor
Contact Information
Mobile (call only). 603.566.3504 Office. 603.589.4042
jaredrose@financialguide.com
20 Trafalgar Square, Suite 442
Nashua, NH 03063
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Richard Scott | Associate
Contact Information
Mobile (call only). 401.374.0972
rscott@financialguide.com
125 Metro Center Bldv, Suite 3000
Warwick, RI 02886
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
James Raiola | Senior Partner
Contact Information
401-463-1345
jjraiola@financialguide.com
Warwick, RI Office
125 Metro Center Blvd, Suite 3000
Warwick, RI, 02886
CLU®, ChFC®, CFP®
James J. Raiola has been one of the most successful leading producers with MassMutual Financial Group for the past 30 years. Holding the professional designations of CLU, ChFC, and CFP, James Raiola provides a broad array of employee benefits consultative services as well as the design and implementation of specific financial strategies and selective products for businesses and their key management personnel. Mr. Raiola presently services over 1500 clients located throughout the country.
Due to the volume of business that his firm represents and his level of expertise, James also participates on the Advisory Boards of Blue Cross, Tufts, United Healthcare, and Delta Dental. He has also served on the Board of Directors for the Rhode Island Financial Planning Association.
Additionally, James has been a frequent guest commentator on the NBC TV 10 Morning Business Report and has been invited to participate on numerous occasions as a featured panelist to the annual Providence Business News Health Care Summit.
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.
Edward Quinn | Senior Partner
Contact Information
Mobile. 401.264.8945 Office. 401.463.1363
equinn@financialguide.com
207 Quaker Lane, Suite 203
West Warwick, RI 02893
MBA
Ed joined Legacy Financial Group, now Commonwealth Financial Group, in September of 2009. He has been proudly working in the retirement planning and financial services industry for the past twenty years. Prior to joining Commonwealth, Ed was a trust officer at a large New England bank and a VP at Fidelity Investments. A passion for starting his own financial planning practice and a desire to join a firm that focuses on holistic planning has led him to where he is today.
Commonwealth Financial Group has enhanced Ed’s practice by allowing him access to an extensive team of financial professionals. He is able to consult with a case design team, business planning specialists, an attorney, and CPAs. This team-based approach results in a comprehensive strategy that is tailored specifically to each individual client.
Ed’s success can be attributed to his focus on a client-centered practice. He believes that his clients come first and that each one is completely unique and must be approached with customized solutions. He is passionate about educating his clients in the complex world of financial management and empowers them to make informed decisions.
After graduating from Fairfield University with a BS in Mathematics, Ed went on to earn his MBA from the University of Rhode Island with a concentration in Financial Management which he utilizes to assist businesses, retirees, and families. Ed lives in Cumberland, Rhode Island with his wife Melissa and their two children. He has coached his children’s hockey teams and helps sponsor their school and traveling sports teams. When not in the office you will find him spending time with his family and staying active through golf, skiing, and hockey.
Business Planning:
Business Protection
Succession Planning
Executive Compensation
Personal Planning:
Risk Management
Retirement Planning
Estate Planning
Education Funding
Wealth Management
Legacy Planning
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.
Timothy Politis | Associate
Contact Information
Mobile. 802.210.1787 Office. 207.883.4496
tjpolitis@financialguide.com
1 Milliken Street, Suite 800
Scarborough, ME 04074
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Thomas Pignatiello | Associate
Contact Information
Mobile. 603.691.3769 Office. 603.362.8383
tpignatiello@financialguide.com
7 Main Street, P.O Box 207
Atkinson, NH 03811
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Sam Philbrook | Financial Advisor
Contact Information
Mobile. 617.315.2757 Office. 617.526.8269
sphilbrook@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Managing Director
Sam graduated from Norwich University in May, 2013. While at Norwich, Sam was in the Corps of Cadets and was the captain of the baseball team in his Junior and Senior years. After Norwich, Sam was commissioned into the United States Army as an Infantry officer. Once his active duty time was complete, Sam transitioned to the Vermont Army National Guard and started a financial services career with Northwestern Mutual before quickly joining CFG in 2015.
Sam chose a career in the financial services industry for several reasons. One of the biggest influences in making this decision was the ability to own his practice and focus on having a positive impact on his friends, family, community as well as the clients he had yet to meet. Sam specializes in working with military and government personnel, as well as small business owners and medical professionals.
Currently, Sam resides on the Southcoast of Massachusetts with his wife, Sarah, and their three children, Abel, Grayson, and Emmy. Outside of CFG, Sam volunteers on the Norwich University Board of Alumni Association as well as a number of nonprofits in the Southcoast area. In his free time, Sam enjoys traveling with his family, golfing, playing baseball and football, as well as reading.
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.
Brian O’Sullivan | Financial Advisor
Contact Information
Mobile. 617.207.6430 Office. 617.479.0075
bosullivan@financialguide.com
234 Copeland Street, Suite 225
Quincy, MA 02169
Partner | CFP®, ChFC®, CLU®
Brian joined Commonwealth Financial Group in October of 1994. Prior to working at CFG Brian worked at GTE Government Systems for nine years.
Brian is passionate about helping people solve problems and secure a plan for the future. His life experience, respect for others, and hard work has gotten him where he is today.
Brian maintains his Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter designations.
Brian attended Middlebury College and graduated in 1984 with bachelor’s degree in Mathematics and went on to receive his MBA at Babson College and graduated in 1995.
Brian resides in Marshfield, MA with his wife Susan and their children Brendan and Mary. In his free time Brian enjoys going to CrossFit and playing golf. He also serves on finance board of a local church and is currently Past President of the MassMutual Advisors Association.
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.
Kathy O’Neill | Financial Advisor
Contact Information
Mobile. 508.252.0025 Office. 508.529.6203
kmoneill@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.