Commonwealth Retirement Investments LLC

Ryan Drake is a financial advisor with Commonwealth Retirement Investments LLC in Richmond, VA, holding CFP® and ChFC® designations and over 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 16 years before joining Commonwealth Retirement Investments and Purshe Kaplan Sterling Investments in 2017. Drake serves as co-trustee of a family irrevocable trust. Commonwealth Retirement Advisors serves individual clients and families, particularly those approaching or in retirement, offering personalized financial planning and portfolio management on a primarily discretionary basis. The firm employs a structured process starting with comprehensive retirement planning and implements customized investment strategies using dividend-growth equities, diversified fixed income, tactical equity ETFs, and selective annuities.

James Drake is a financial advisor with Commonwealth Retirement Investments LLC in Richmond, VA. He holds Series 63 and Series 65 designations and has 42 years of industry experience, including 34 years at Lincoln Financial Advisors Corporation prior to joining Commonwealth in 2017. Commonwealth Retirement Advisors serves individual clients and families, primarily those approaching or in retirement, offering personalized financial planning and discretionary portfolio management. The firm employs a structured process beginning with comprehensive retirement planning and utilizes a range of investment strategies including dividend-growth equity and diversified fixed income, supported by custodian research and educational resources.

Marcelo Ampie Zelaya is a CFP® professional with three years of industry experience, currently serving at Commonwealth Retirement Investments LLC. He has been with Commonwealth Retirement Advisors since 2021. Commonwealth Retirement Advisors serves individual clients and families, primarily those nearing retirement, offering personalized financial planning and portfolio management on a discretionary basis. The firm employs a comprehensive retirement planning process followed by tailored investment strategies, focusing on dividend-growth equity, diversified fixed income, and tactical equity ETFs.

Christopher Lee is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Commonwealth Retirement Investments LLC since 2017 and previously worked at Lincoln Financial Advisors Corporation from 2014 to 2017. Commonwealth Retirement Advisors serves individual clients and families, primarily those nearing retirement, offering personalized financial planning and discretionary portfolio management. The firm manages approximately $306 million in assets across about 314 households and employs a process that includes comprehensive retirement planning, customized asset allocation, and tailored investment strategies.

David Monday is a financial advisor with Commonwealth Retirement Investments LLC in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He previously worked at Lincoln Financial Advisors from 2012 to 2017. Monday serves as chairman of Commonwealth Retirement Advisors, assisting in account development and servicing. Commonwealth Retirement Advisors focuses on individual clients and families nearing retirement, offering personalized financial planning and discretionary portfolio management. The firm employs a structured process beginning with comprehensive retirement plans and utilizes a range of investment strategies including dividend-growth equity and diversified fixed income, combining fee-based advisory services with licensed insurance and annuity offerings.