Wealthspring

Tracy Miu is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at Commonwealth Financial Network since 2016, with a brief break between 2022 and 2026, and concurrently operates WS Tax, LLC, providing tax preparation services. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while advisors maintain discretion over client portfolios.

Jay Douglas is a CFP® and ChFC® with 26 years of industry experience. He is currently with WealthSpring, where he has worked for 10 years, and previously spent 13 years at Commonwealth Financial Network. Douglas is also the owner and tax preparer of WS Tax LLC and serves as a board member of the Slo Noor Foundation, a nonprofit focused on providing access to health care services. WealthSpring is a team-based firm with four advisors that offers financial planning and investment services.

Theodore Athans is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Commonwealth since 2009, with a brief period at WealthSpring and Douglas & Athans Associates Wealth Management Group. Athans is co-owner of WS Tax Services, LLC, which provides tax preparation services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs and services that include wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.