Financial Council, LLC

Richard Tomaschefsky II is a CFP® with six years of industry experience, currently serving as a financial advisor at Financial Council, LLC. He has worked at Commonwealth Financial Network and Financial Council in various roles since 2019. Outside of advisory work, he is involved in fixed insurance sales. Financial Council, LLC provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth households, trusts, estates, charitable organizations, and corporations. The firm uses pre-defined asset allocation models tailored to client goals and risk tolerance, focusing on mutual funds and ETFs, with periodic rebalancing and regular reviews.

Lydia Durski is a CFP® with six years of industry experience, currently serving as a financial advisor at Financial Council, LLC. Her prior experience includes roles at T Rowe Price and Commonwealth Financial Network. Outside of finance, she has worked with gymnastics organizations in various capacities. Financial Council provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth households, trusts, estates, charitable organizations, and corporations. The firm uses pre-defined asset allocation models and focuses on mutual funds and ETFs, managing over $1 billion in assets through a team-based approach.

John Hauserman is a CFP® with 33 years of industry experience, currently serving at Financial Council, LLC in Towson, MD. He has worked with Commonwealth Financial Network since 2009 and has been involved with Financial Council Asset Management since 1996. He is also president and CEO of Retirement Journey, Inc., an entity focused on securities, advisory, and insurance business. Financial Council provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth households, trusts, estates, charitable organizations, and corporations. The firm uses pre-defined asset allocation models based on clients’ goals and risk tolerance, emphasizing mutual funds and ETFs with periodic rebalancing and regular reviews.

David Travis is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network since 2009. He is also co-owner of Financial Council, LLC, an independent registered investment adviser. Outside of his advisory work, he is involved in tax preparation and owns a private entity that facilitates bookkeeping for securities and advisory businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various program structures and discretionary model portfolios, supported by a centralized operations, trading, and compliance platform.

Dale Woodring is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been affiliated with Commonwealth Financial Network, Financial Council, Inc., FSC Securities Corporation, and Financial Council Asset Management Inc. since 2009. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, including discretionary model portfolios and personalized indexing options, supported by operations, trading, technology, investment management, compliance, and practice-management services.

Jeffrey Reynolds is a CFP® professional with 14 years of experience in the financial services industry. He is affiliated with Financial Council, LLC and has worked at Commonwealth Financial Network and Financial Council, Inc. since 2012. Financial Council provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth households, trusts, estates, charitable organizations, and corporations. The firm uses pre-defined asset allocation models tailored to clients’ goals and risk tolerance, emphasizing mutual funds and ETFs, periodic rebalancing, and regular portfolio reviews.