Advisors at this firm
Matthew H
CFP®, Series 63, Series 65
Orchard Park, NY
Moldenhauer & Associates
Matthew Hayes is a CFP® professional with six years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Moldenhauer & Associates, Equitable Advisors, TRG Capital Management, and Key Bank. Hayes also spent time working at the University of Rochester and Walt Disney. He engages in fixed insurance sales alongside his advisory work. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing back-office operations, technology, compliance, and investment management services. The firm offers a variety of advisory programs and allows advisors discretion in portfolio construction, with model portfolios managed by its Investment Management and Research team.
John R
Series 63, Series 66
Orchard Park, NY
Moldenhauer & Associates
John Ring III is a financial advisor at Moldenhauer & Associates with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Moldenhauer & Associates and Commonwealth Financial Network since 2016. In addition to his advisory role, he is a practicing attorney and owner of his own law firm, where he serves as a Chapter 7 Bankruptcy Trustee. Moldenhauer & Associates is a team of ten advisors based in Orchard Park, NY.
Brian N
Series 66
Orchard Park, NY
Moldenhauer & Associates
Brian Norman is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has previously worked at Moldenhauer and Associates and Connor Wealth Management. Prior to his advisory career, he held positions at organizations including Pegula Sports and Entertainment and St. John Fisher College. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.
Patrick O
Series 63, Series 66
Orchard Park, NY
Moldenhauer & Associates
Patrick O’Connell is a financial advisor with Commonwealth Financial Network in Orchard Park, NY, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Commonwealth since 2016 and previously at Ameritas Investment Corp. Patrick is also co-owner of Moldenhauer Associates and sells fixed life insurance products. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients, offering various advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.
Jeremy W
Series 66
Orchard Park, NY
Moldenhauer & Associates
Jeremy Walter is a financial advisor at Moldenhauer & Associates with a Series 66 designation and one year of industry experience. Prior to joining Moldenhauer & Associates, he held various roles including positions at Commonwealth Financial Network and Ultimus Leverpoint Private Fund Solutions. Outside of finance, he operates a sole proprietorship selling vintage clothing online and works as a part-time delivery driver. Moldenhauer & Associates is a team-based firm with ten advisors that serves clients with tailored financial strategies.
Jennifer B
Series 66
Orchard Park, NY
Moldenhauer & Associates
Jonathan D
Series 63
Orchard Park, NY
Moldenhauer & Associates
Jonathan Dombrowski is a financial advisor with Moldenhauer & Associates, holding a Series 63 designation and 11 years of industry experience. He has worked at Commonwealth Financial Network since 2016 and was previously employed at Ameritas Life Insurance Corp and Ameritas Investment Corp from 2014 to 2016. He also conducts fixed insurance sales through Buffalo Business & Estate Services, Ltd. Moldenhauer & Associates is a team-based firm with 10 advisors located in Orchard Park, NY. The firm provides financial advisory services to its clients.
Richard M
ChFC®, Series 63, Series 65
Orchard Park, NY
Moldenhauer & Associates
Richard Moldenhauer is a financial advisor with Commonwealth Financial Network and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 53 years of industry experience and has been with Commonwealth since 2016. Moldenhauer also operates Moldenhauer & Associates and is involved with 6195 West Quaker LLC, an entity that owns the building housing his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.
Brett M
Series 63
Orchard Park, NY
Moldenhauer & Associates
Brett Moldenhauer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 22 years of industry experience. He has worked at Moldenhauer & Associates since 2004 and was previously employed at Ameritas Life Insurance and related entities from 2006 to 2016. Moldenhauer serves as Treasurer for the nonprofit Great Eastern Sun Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from a broad range of securities and insurance products.
Gregory K
Series 63
Orchard Park, NY
Moldenhauer & Associates
Gregory Kotecki is a financial advisor with Moldenhauer & Associates, holding a Series 63 designation and bringing 10 years of industry experience. He has worked at Moldenhauer & Associates since 2015 and has been with Commonwealth Financial Network since 2016. Moldenhauer & Associates is a team of 10 advisors based in Orchard Park, NY, providing financial services to clients with a collaborative approach.