Financial Advisor, Chartered Retirement Planning Counselor SM (CRPC®) and Certified Divorce Financial Analyst Professional (CDFA®)
Mark Stephenson is a 28-year veteran of the financial services industry. He is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®. He is also a Chartered Retirement Planning Counselor SM (CRPC®) and Certified Divorce Financial Analyst Professional (CDFA®). His past experience includes working with Merrill Lynch, Morgan Stanley, and Raymond James and as a portfolio manager for the Security National Bank Trust Department. Mark’s early career was spent as an intelligence analyst and Polish linguist for the U.S. Army and as a U.S. defense contractor.
Mark lives in Springfield with his wife Melissa. He is a graduate of Shawnee High School, Wright State University, and the Defense Language Institute in Monterey, California.
Mark is active in the community and has served on several nonprofit boards and service projects. He is a past president of the Leadership Clark County board and a past president of the Springfield University Club.
Bart has been in the financial industry since 1996, and his experience includes working at Merrill Lynch, American Express Financial Advisors, Bank One Securities, and Raymond James Financial Services. He is currently a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®.
Bart is a Springfield native and lives there with his two children, Braeden and Berkeley. Bart is a graduate of Springfield North High School and Eastern Kentucky University, where he played on the men's tennis team.
Bart is very active in the community and served on several boards, including the Springfield Arts Council and Big Brothers Big Sisters.