Our partnership with Commonwealth Financial Network® provides us access to a team of experts who assist us in our efforts to provide you with the best possible service.

Brad McMillan, CFA® | Managing Principal, Chief Investment Officer

Brad started at Commonwealth in 2006. As managing principal, chief investment officer, he oversees Commonwealth’s investment and asset management groups, chairing the investment committee and acting as the primary spokesperson for the firm’s investment divisions.

Brad is a frequent commentator on the financial markets, U.S. economic policy, and the global economy for a range of national media outlets. He also acts as a key consultant for advisors and clients when markets get difficult. Brad maintains a daily blog, The Independent Market Observer, and is a regular contributor to Forbes. He also is a frequent guest speaker at industry conferences.

Brad’s professional qualifications include designated membership in the CFA Institute. Prior to joining Commonwealth, he founded several companies. He has an undergraduate degree from Dartmouth and graduate degrees from MIT and Boston College.

Justin Duft, JD, CFP,® CLU,® ChFC,® MSFS® | Vice President, Advanced Planning

Justin joined Commonwealth in June 2007. As vice president of Advanced Planning, he is 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 planning.

Justin has a JD from New England Law Boston with a focus on estate, trust, and tax law; an MS in financial services from The American College of Financial Services; and a BS in business administration from Northeastern University. He holds Massachusetts life, accident, and health insurance licenses; the CERTIFIED FINANCIAL PLANNER™ professional certification; the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) designations, and a Master of Science in Financial Services (MSFS); and his FINRA Series 6, 7, 24, and 63 securities registrations. Before joining Commonwealth, Justin worked for Renaissance Insurance Group as a marketing representative and held positions with John Hancock and Ernst & Young..

Karen DiStasio | Vice President, Strategic Retirement Solutions

Karen joined Commonwealth in June 2017 as director of the Strategic Retirement Solutions team. In March 2019, she was promoted to vice president. In this role, she leads the Strategic Retirement Solutions group and drives initiatives to ensure that financial advisors have the highest-quality products, services, and support available to compete in the retirement plan marketplace.

Karen has more than 20 years of experience in the financial services and retirement plan industry. She has held various marketing and business development roles at Fidelity Investments, Putnam Investments, New York Life Retirement Plan Services, and, most recently, John Hancock Retirement Plan Services.

Karen attended Smith College and graduated from the University of Massachusetts Amherst with a bachelor’s degree in business administration and a concentration in marketing. She holds her FINRA Series 6 and 63 securities registrations.