Jessica joined Commonwealth in 2004. As senior vice president of community, she leads an exceptional team dedicated to creating meaningful connections within the Commonwealth family through memorable events, networking experiences, and shared learning. She is passionate about helping people feel fulfilled and connected to something bigger than themselves. 

Jessica is inspired by her team and the lasting impact they make in the lives of others. “At Commonwealth, we understand that by fostering fulfilling connections, we also elevate the personal and professional success of everyone within the Commonwealth family,” she says. “I am grateful to be at an organization that is committed to always doing right by our advisors and their clients.” 

Jessica is the chair of the Women of Commonwealth (WoC) community, which aims to amplify the voices and support the development of all who identify with WoC, both professionally and personally. She is also a certified yoga instructor and spends much of her free time chasing around her two children, Niamh and Cian.  

Terri Kinsella re-joined Prudential as Vice President, Recruiting Strategy and Operations in August, 2015, assuming responsibility for local field recruiting and the strategic shift to experienced advisor recruiting, while also managing back office recruiting operations. In 2019, Terri was asked to take on the responsibility for building a new, centralized experienced advisor onboarding function to transition candidates, their clients and their assets quickly and efficiently to Prudential. This team has helped drive an increase in average productivity of new advisors by 35% since inception in 2020.

In October 2022, Terri was selected to lead Sales Enablement & Learning which includes Learning & Development, Advisor Business Consulting, Recruiting Strategy & Operations, Diversity, Equity & Inclusion and Centralized Sourcing functions for Prudential Advisors. She takes great pride in her ability to lead organizations that focus and deliver on opportunities to positively impact the candidate, advisor, field manager and client experiences. 

During Terri’s previous tenure at Prudential, she was part of Recruiting and Professional Development, with responsibility for leading field leadership, financial planner, and sales associate training and development.  Before returning to Prudential, she built and led the corporate recruiting function for the Weichert Family of Companies, in addition to having accountability for real estate sales recruiting and Weichert Real Estate School operations. 

As a testament to her leadership style and focus on inclusivity, Terri received the 2019 Prudential Advisors Inclusion & Diversity Leadership Advocacy Award. In addition, Terri has been actively involved volunteering in her local community. Her many accomplishments include delivering successful school bond referendums in two towns, raising more than $100,000 to build the first disabled-friendly playground at a local elementary school, and executing a number of charity events to benefit local schools and non-profit organizations.  

Terri is a graduate of Providence College, and lives in West Caldwell, NJ along with her husband and fellow PC grad, Ted. Her greatest accomplishment is being Mom to her son Christopher and daughter-in-law Colleen, and daughters Meghan and Kaitlyn.  

As Executive Vice President of Business Transformation at Osaic, Cindy Hamel leads a high-performing team that propels the firm’s growth agenda specific to all mergers, acquisitions, and integration activity; its real estate footprint; and the strategic build-out of the firm’s modernized digital solutions.  

With more than 30 years of wealth management industry experience, Cindy has an affinity for the financial advisor profession and is passionate about the work they do on behalf of millions of Americans. This passion—combined with inspiration from her father who led by example to instill in her a strong work ethic—has led to her being an industry-leading innovator in elevating customer experiences through leadership development, staffing and training, operational efficiencies, process improvement, and automation.  

Cindy joined Osaic in 2016 after holding executive leadership roles at Cetera Financial Group, ING, and Aetna Financial Services.  

She has a bachelor’s degree in Commerce with concentrations in Finance and Management Information Systems from the University of Virginia and a master’s degree in Management of Technology from the MIT Sloan School of Management. She also holds FINRA Series 7 and Series 24 licenses and is a Six Sigma/Lean master black belt. 

Michele Francisco is a partner and co-managing director of wealth management at RMB, a national independent investment advisory firm with more than $9.8 billion in assets under management. She previously served as RMB’s chief client officer and chief of staff. In her current role, she oversees client services and operations for all of its wealth management business. She also serves on the firm’s executive committee. She has worked at RMB in a variety of roles since it was founded in 2005.

Michele’s career trajectory began with responsibilities that ranged from trading to managing client events and communications. In 2007, she started working directly with some of the firm’s largest clients, and she also assumed responsibility for managing the client service administrative staff and the firm’s custodial relationships from 2010-2012, when she was promoted to senior wealth advisor. She became a partner in 2015 and was named chief of staff and head of wealth management in early 2020.  

Francisco is a CERTIFIED FINANCIAL PLANNERÔ professional and holds a bachelor’s degree in international affairs and economics from George Washington University and an MBA from Kellogg School of Management at Northwestern University. 

John Longley is the Chief Executive Officer at SageView Advisory Group, leading the firm’s executive team and setting the strategic vision for more than 30 offices across the country. John’s career spans over 35 years and several senior executive roles in the financial services industry. 

John sets the firm’s corporate strategy, which places clients at the core of Sage View’s operations, service, and deliverables. His unwavering commitment to being a destination of choice for clients and advisors fosters a culture of innovation and collaboration at SageView. 

He spent the bulk of his early career at Citigroup. He led transformative initiatives across the banking and wealth management business units and served as the CEO of the Citi Private Bank, NA. John later served as Managing Director, Head of Private Wealth at BlackRock/iShares. John was also the CEO and co-founder of the fintech company Dobot before joining Boston Private as President, Western Region. Most recently, he was the President of SVB Private, the private banking and wealth division of Silicon Valley Bank. 

Outside of his professional accomplishments, John is committed to giving back both locally and globally. He has served as board trustee at Ross School District, Marin Academy, and the Ross Valley Lacrosse Program. John currently serves as board Trustee for the Ibis Group which promotes innovation in literacy across the U.S. 

John has a Bachelor of Arts degree in English Literature from Swarthmore College in Pennsylvania. He has four sons and lives with his wife and youngest son in Northern California.
 

Sheila Foley is a Director, Business Management Consultant for Charles Schwab & Co., Inc. Ms. Foley works collaboratively with relationship managers across the country to share practice management guidance with investment advisors. Prior to joining the business consulting team, Ms. Foley was a relationship manager in the New England region of Schwab Advisor Services. She brings over 20 years of financial services industry experience, having worked previously at a boutique investment banking firm and an independent broker dealer. She earned a bachelor’s degree in International Relations and French from University of Virginia.