Shana Bielich

Current Employers

Employment History

• 03/2010 → 10/2023
  Commonwealth Financial Network
  Waltham, MA
• 10/2023 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/2025 → Present
  Kestra Advisory Services, Llc
  Pittsburgh, PA

Previous Registrations

• 2018-05-22 → 2025-11-20
  Commonwealth Financial Network
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/19/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Board of Directors, Sagehaven Bancorp Bancorp POSITION: Board of Directors NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/30/2026 ADDRESS: Start-up Pittsburgh, Pennsylvania 15222 DESCRIPTION: Unknown at this time since this is in the very early start up stage. The seed investment round of $2.5M is due to close 6/30. Additional $25M will be raised from investment banks in the fall. They have enough banking representation on the Board and are looking for someone with Wealth Management experience as a partner/business owner. Duties will become more clear as this progresses through the proper channels. I have an introductory overview of the start-up that I can send to you. NAME: Coghill Investment Strategies, LLC POSITION: Vice President, Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/19/2025 Six PPG Place Suite 730 Pittsburgh, Pennsylvania 15222 DESCRIPTION: Financial Advisor for client family assets.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-01-27

Designations

Other Names

• Shana Bielich
• Shana Los