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 North Carolina in the Piedmont area, Cary, Kinston, and Wilmington. 

Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Uwe F. Schweikert

Uwe Schweikert

Private Wealth Advisor | Director of Business Development | Managing Principal

[email protected]


Office Locations

  • Piedmont Area
  • Cary
Michael-E-Spears

Michael E. Spears, CRPC®, APMA®

Private Wealth Advisor

[email protected]


Office Locations

  • Cary
  • Kinston
James S. Williams

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

Private Wealth Advisor

[email protected]


Office Location

  • Wilmington
H. Brandon Hughes

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

Private Wealth Advisor

[email protected]


Office Locations

  • Cary
  • Kinston
Thomas D. Storrie

Thomas D. Storrie, CFP®, MBA

Private Wealth Advisor

[email protected]


Office Location

  • Piedmont Area
Doug Weaver

Doug Weaver, ChFC®, CRPC®

Private Wealth Advisor

[email protected]


Office Locations

  • Piedmont Area
  • Cary
Susan D. Finley

Susan D. Finley

Client Services Manager

[email protected]


Office Location

  • Piedmont Area
Christine L. Murphy

Christine L. Murphy

Director of Business Operations

[email protected]


Office Location

  • Cary
Wendy M. Mitchell

Wendy M. Mitchell

Executive Assistant & Operations Manager

[email protected]


Office Locations

  • Kinston
Susan Spencer

Susan Spencer

Client Services Coordinator

[email protected]


Office Location

  • Cary