Crossbridge Financial Group, LLC, provides independent financial services, comprehensive guidance, and products through dozens of investment and insurance companies.

The group was founded in 1997 by John M. Adamczuk, MS, CFP®, AIF® ,Jerry Randisi, CFP®, and Thomas Minigiello, CFP® who wanted to combine their experience and expand the range of services and products available for the clients they serve.  William R. Pagano, CFP®, AIF®, became an owner in 2014 after joining Crossbridge as an advisor in 2005.  Aaron J. Randisi, CFP®, CRC®, AIF® became an owner in 2022 after joining Crossbridge as an advisor in 2015.

Crossbridge Financial Group has offices in Burlington, Cary, Chapel Hill, Kinston, and Wilmington, North Carolina. 

Fixed insurance products and services offered by Crossbridge Financial Group, LLC, are separate and unrelated to Commonwealth.

Uwe F. Schweikert

Uwe Schweikert

Private Wealth Advisor | Director of Business Development | Managing Principal

[email protected]


Office Locations

  • Burlington
  • Cary
  • Chapel Hill
Michael-E-Spears

Michael E. Spears, CRPC®, APMA®

Private Wealth Advisor

[email protected]


Office Locations

  • Cary
  • Kinston
H. Brandon Hughes

H. Brandon Hughes, CFP®,​ CRPC®, RICP®, MBA

Financial Advisor

[email protected]


Office Locations

  • Cary
  • Chapel Hill
  • Kinston
Thomas D. Storrie

Thomas D. Storrie, CFP®, MBA

Private Wealth Advisor

[email protected]


Office Location

  • Chapel Hill
James S. Williams

James S. Williams, MBA, CFP®, ChFC®, CASL®, CLU®

Private Wealth Advisor

[email protected]


Office Location

  • Wilmington
Christopher G. Murphy

Christopher G. Murphy, CFP®, ChFC®, APMA®, RICP®, MBA

Private Wealth Advisor

[email protected]


Office Location

  • Cary
  • Chapel Hill
Doug Weaver

Doug Weaver, ChFC®, CRPC®

Private Wealth Advisor

[email protected]


Office Locations

  • Burlington
  • Cary
  • Chapel Hill
Marc Winstead

Marc Winstead

Private Wealth Advisor

[email protected]


Office Location

  • Burlington
Susan D. Finley

Susan D. Finley

Client Services Manager

[email protected]


Office Location

  • Burlington
Susan Spencer

Susan Spencer

Client Services Coordinator

[email protected]


Office Location

  • Cary
Wendy M. Mitchell

Wendy M. Mitchell

Executive Assistant & Operations Manager

[email protected]


Office Locations

  • Kinston
Christine L. Murphy

Christine L. Murphy

Director of Business Operations

[email protected]


Office Location

  • Cary