Commonwealth’s Advisory Solutions is a dynamic team dedicated to delivering high-quality investment solutions and strategic guidance. Team members prioritize collaboration and communication, working closely with advisors to understand their unique business goals, preferences, and challenges. Whether it's providing investment suggestions, strategic guidance, or an in-depth advisory fee analysis, they are committed to delivering value-driven recommendations that help advisors succeed in a rapidly evolving environment.
Dedicated to Delivering Investment Solutions
Get acquainted with the colleagues who provide investment options and guidance to help you navigate complex markets.
Peter Essele, CFA®, CFP®, CAIA
Senior Vice President, Head of Advisory Solutions
With Commonwealth since 2004, Peter oversees Commonwealth’s fee-based platforms and the Advisory Solutions department, a dynamic team dedicated to delivering high-quality investment solutions and strategic guidance. Peter graduated from Union College with a bachelor’s degree in economics. He holds the Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER® (CFP®), and Chartered Alternative Investment Analyst (CAIA) designations, as well as FINRA Series 7, 24, 31, 53, and 66 securities registrations.
Sarah Quinn
Director, Advisory Solutions
Sarah joined Commonwealth in 2015. As a director on the Advisory Solutions team, Sarah works closely with advisors to understand their unique business goals and provide consultative guidance on Commonwealthʼs fee-based advisory platform. She oversees investment product marketing and positioning efforts and proactively identifies opportunities to enhance the adoption of the platform. Sarah graduated from Elon University with a bachelor’s degree in marketing and a minor in finance. She holds FINRA Series 7 and 66 securities registrations.
Brian Brelinsky, CPWA®
Director, Advisory Solutions
Brian joined Commonwealth in October 2005. As a director on the Advisory Solutions team, Brian guides the team of consultants who works closely with advisors to understand their unique business goals and provide strategic guidance on Commonwealthʼs fee-based advisory platform and managed account solutions. Brian is a Certified Private Wealth Advisor® designee, with more than 25 years of financial industry experience, and holds FINRA Series 6, 7, 24, and 66 securities registrations. Brian graduated from SUNY-Oswego with a BA in psychology and earned his MBA from the University of Massachusetts Isenberg School of Management.
John Dorff, AIF®, ChFC®
Senior Consultant, Advisory Solutions
John joined Commonwealth in May 2012 as an advisor compensation specialist. In June 2014, he joined the Trade Desk and moved to Investment Advisory Consulting in January 2019. As a senior consultant on the Advisory Solutions team, John is dedicated to delivering high-quality investment solutions and strategic guidance, working closely with advisors to understand their unique business goals, preferences, and challenges. He graduated from Bryant University with a bachelor’s degree in business administration, concentrating in finance and economics. He holds FINRA Series 4, 7, 24, and 66 securities registrations and has the ChFC® and AIF® designations.
Collin Proehl
Platform Manager, Advisory Solutions
Collin joined Commonwealth in 2017. As platform manager, Collin oversees Commonwealthʼs SMA/UMA platform and works to deliver high-quality and innovative investment solutions within the managed account space. He also consults with advisors to provide guidance on managed accounts at Commonwealth, and how they can best be leveraged in their unique businesses. Collin graduated from the University of Massachusetts Amherst with a bachelor’s degree in economics. He holds FINRA Series 7 and 66 securities registrations.
Mike Callahan
Consultant, Advisory Solutions
Mike joined Commonwealth in March 2013. As a consultant on the Advisory Solutions team, Mike is dedicated to delivering high-quality investment solutions and strategic guidance on Commonwealthʼs fee-based advisory platform, working closely with advisors to understand their unique business goals, preferences, and challenges. He graduated from the University of Massachusetts at Lowell with a bachelor’s degree in business finance.
Kyle Pallanck
Consultant, Advisory Solutions
As a consultant on the Advisory Solutions team, Kyle is dedicated to delivering high-quality investment solutions and strategic guidance on Commonwealthʼs fee-based advisory platform, working closely with advisors to understand their unique business goals, preferences, and challenges. Kyle joined Commonwealth in September 2016 as a compliance administrator. He earned a degree in finance with a minor in accounting from Roger Williams University. He holds FINRA Series 7 securities registration.
Audrey Doyle
Associate, Advisory Solutions
Audrey joined Commonwealth in May 2025. As an associate on the Advisory Solutions team, Audrey is dedicated to delivering exceptional service and strategic guidance on Commonwealthʼs fee-based advisory platform. Audrey works closely with personalized indexing, supporting advisor requests and assisting with product positioning initiatives to enhance advisors’ understanding and adoption. She is driven by a passion for thoughtful collaboration and continuous learning in the ever-evolving wealth management landscape. Audrey graduated from Worcester State University with a bachelor’s degree in business administration and management.