Mark H Roszkowski

John Oxley is a financial advisor with Oxley Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to founding his current firm in 2018, he worked at USA Financial Securities Corporation and Freedom Financial Strategies. He is also a licensed insurance agent involved in life insurance and annuity sales. Oxley Capital Management provides financial planning and investment consulting primarily to individual and high-net-worth clients. The firm recommends unaffiliated third-party managers and focuses on planning and monitoring rather than discretionary asset management.

Bradley Kaplan is a CFP® professional with 29 years of industry experience, currently serving at Kaplan Wealth Management, Inc. He has also worked with LPL Financial for over a decade. Kaplan is based in Cape May, NJ. Kaplan Wealth Management provides financial planning and discretionary wealth management services to individuals, trusts, estates, and business entities. The firm manages roughly 287 client accounts with about $89 million in discretionary assets, employing a mix of mutual funds, ETFs, independent managers, and algorithm-based models to tailor portfolios to client needs.

Matthew Eichert is a financial advisor with Market Street Wealth Management and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Market Street Wealth Management since 2011 and USA Financial Securities Corporation since 2005. Outside of advisory services, he is involved in tax planning and preparation for clients. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $715 million in client assets across a team of ten advisors.

Ralph Schellinger is a ChFC® credentialed financial advisor with 29 years of industry experience, currently serving at PTS Brokerage, LLC. He has been with PTS Brokerage since 2005 and has worked as an independent contractor selling life and health insurance products since 2013. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice primarily to individuals, estates, trusts, and retirement plans. The firm tailors portfolios using both fundamental and technical analysis, employs derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Eric Sjolund is a financial advisor with Altitude Capital Management LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including 11 years with Altitude Capital Management and 17 years running Sjolund Financial Services. In addition to his advisory work, he is also licensed to sell insurance products, dedicating up to 30% of his professional time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a multi-team structure and uses a variety of investment approaches tailored to client goals, managing over $100 million in discretionary assets.

Dennis Pelaez Robles is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Wells Fargo Clearing. Outside of his advisory role, he has worked as a server at Tomatoe's and as a rideshare driver for Uber and Lyft. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, employing a mix of strategic and tactical asset allocation through both affiliated and third-party managers.