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Our Team.

Meet the Commonwealth Capital Management Team. CCM has an exceptional network of professionals and support to help you pursue your financial goals.

S. Scott Richardson, Sr.

Scott Richardson, CFP®, AIF®

Founder, OSJ Branch Manager, Registered Principal

Office: 502.420.9912

Fax: 502.420.9913​

scott@ccmresource.com​​​​

About Scott
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Scott Richardson, Jr.

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

scottjr@ccmresource.com​

About Scott Jr
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Joseph Richardson

Head of Operations  & Technology

Office: 502.420.9912

Fax: 502.420.9913

jjr@ccmresource.com

About Joseph
Barrett Norris - Financial Advisor

Barrett Norris

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

barrett@ccmresource.com​

About Barrett
David Price - Financial Advisor

David Price

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

dprice@ccmresource.com​

About David
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Lynore Yates MSFS, NSSA, CLTC®

Financial Advisor

Office: 502.420.9912

Cell: 502.296.2762

Fax: 502.420.9913​

lynore@ccmresource.com​

About Lynore
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Heather Riddle

Head of Compliance & HR

Office: 502.420.9912

Fax: 502.420.9913

heather@ccmresource.com

Heather Riddle is a Registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.

About Heather
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Matt Kittell

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

matt@ccmresource.com​

About Matt
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Michael P. Saunders, APMA®, CRPC®, CLTC®

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

michael@ccmresource.com​

About Michael
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Andrew Tuller, CFP®

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

andrew@ccmresource.com​

About Andrew
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Andy Southworth, CFP®

Financial Advisor

Office: 502.420.9912

Cell: 502.206.4012

Fax: 502.420.9913​

andy@ccmresource.com​

About Andy
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Conrad Newman, CFP®, CEPA®

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

conrad@ccmresource.com​

About Conrad
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John Overfield, MBA

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

john@ccmresource.com​

About John
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Jenna Price

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

jenna@ccmresource.com​

About Jenna
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Jake Schaefer

Financial Advisor

Office: 216.816.2407

Fax: 502.420.9913​

jake@ccmresource.com​

About Jake
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Joe Clay

Financial Advisor

Office: 502.420.9912

Cell: 502.205.1200

Fax: 502.420.9913​

joeclay@ccmresource.com​

About Joe
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Clinton Carrier

Financial Advisor

Office: 502.420.9912

Cell: 502.300.5388

Fax: 502.420.9913​

clinton@ccmresource.com​

About Clinton
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Dennis "D.C" Frank

Financial Advisor

Office: 502.239.5054

Fax: 502.239.6968

Cell: 502.262.6960

dennis@ccmresource.com​

About Dennis
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Marshall Williams

Registered Representative

Office: 502.966.5637 x201

Fax: 502.969.5702

Cell: 502.644.9356

marshall@ccmresource.com​

About Marshall
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Whitney McNicol

Financial Advisor

Office: 502.420.9912

Fax: 502.420.9913​

whitney@ccmresource.com​

About Whitney
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Jeff Blatt

Registered Representative

Office: 303.534.7290

Fax: 303.534.7248

jblatt@ceteranetworks.com

About Jeff
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Steven Blair

Financial Advisor

Office: 405.418.4554

sblair@ccmresource.com

About Steven
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Jim Wilson

Registered Principal, OSJ Branch Manager

Office: 303.534.7290

Fax: 303.534.7248

jim@ccmresource.com

About Jim
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Chris Randazzo, AIF, CRC

SC Branch Manager / Financial Advisor

Office: 843.881.8323

Fax: 843.881.9492

crandazzo@ceteranetworks.com

About Chris
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Caryl Randazzo

Office Manager (SC Branch)

Office: 843.881.8323

Fax: 843.881.9492

crandazzo1@ceteranetworks.com

About Caryl
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Elle Drake

Operations Assistant

Office: 502.420.9912

Fax: 502.420.9913

elle@ccmresource.com

About Elle
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Mimi Arnspiger

Client Service Associate

Office: 502.420.9912

Fax: 502.420.9913

mimi@ccmresource.com

About Mimi
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Joe Bickett, JD, LLM, RPH

Estate Planning Attorney

Cell: 502.387.6503

joebickett@ccmresource.com

About Joe B

Call 

502.420.9912

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Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC, Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.


This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures 


Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Important Disclosures & Form CRS | Business Continuity 

​

*2025 Louisville’s Financial Advisory Firms Ranked by local financial advisers issued by Louisville Business First.  Information was obtained from representatives of listed companies. Other companies might have been eligible but did not respond to requests for information. Local refers to the Louisville area of Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd and Harrison counties in Indiana. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

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*2026 Best Places to Work in Greater Louisville issued by Louisville Business First.  Eligibility is limited to organizations with at least 10 full‑time or part‑time permanent W‑2 employees (excluding owners or partners) located in Jefferson, Bullitt, Oldham, or Shelby counties in Kentucky, or Floyd, Clark, or Harrison counties in Indiana; remote employees must report to a physical office in one of these counties and may not participate in another region’s contest. To be considered a Best Place to Work, companies must complete a nomination form and pay a $250 nomination fee ($300 beginning January 2, 2026), register with Quantum Workplace when prompted in late February, and conduct an employee survey by March 6, 2026. All nominated companies receive an Overview Report summarizing survey results, regardless of finalist status, and Louisville Business First recognizes finalists and announces top companies in late spring, with leading organizations profiled in the publication. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of any financial professional by any client. No compensation was provided directly or indirectly by the recipient for in connection with obtaining or using the third-party rating or award.

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10503 Timberwood Circle, Suite 205, Louisville, KY 40223

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