Marjorie Netkin is a financial advisor with Woodstock Wealth Management, Inc. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Her prior work includes roles at Woodstock Financial Group, Inc. and St Bernard Financial Services. She serves as president and majority owner of Edgewood Financial Group, which operates branch offices for her affiliated firms. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies, including a performance-based fee program benchmarked to the SPDR S&P 500 ETF.

Daniel Mercer is a financial advisor with Woodstock Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously held roles at Woodstock Financial Group and Raymond James Financial Services. Mercer is also the owner of Covenant Wealth Management, a DBA office of Woodstock Wealth Management that offers non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

David Hall is a financial advisor at Woodstock Wealth Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup for seven years before joining Woodstock in 2020. Hall also operates as a sole proprietor selling non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in assets and offers tailored investment strategies, including a distinctive performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Nile Steigerwald is a financial advisor at Woodstock Wealth Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Saint Bernard Financial Services, Inc. and Woodstock Financial Group. He is also president of CBG Financial, Inc., a non-investment related business supporting office operations. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.

Curtis Minks is a financial advisor at Woodstock Wealth Management, Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Woodstock Wealth Management since 2018. Minks also owns Lotus Positions LLC and Lotus Positions Business Development LLC, through which he offers consulting on non-securities insurance. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment vehicles and strategies, including a performance-fee program alongside standard AUM arrangements.

Ruth Barrios is a financial advisor with Woodstock Wealth Management, Inc. in Sun City Center, FL, holding a Series 66 license and 19 years of industry experience. She has been with Woodstock Wealth Management since 2018 and worked previously at Woodstock Financial Group. Outside of her advisory role, Barrios is involved in selling non-securities insurance and works as a realtor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment strategies and offers a performance-fee program alongside standard arrangements.

Daniel Herrema is a financial advisor with Woodstock Wealth Management, Inc. in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 12 years before joining Woodstock Wealth Management in 2018. Outside of advising, he owns DIVERD LLC, a business offering charter services and commercial fishing. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Danny Butcher is a financial advisor at Woodstock Wealth Management, Inc. in Nashville, TN, with 16 years of industry experience. He holds a Series 66 designation and has been with Woodstock Wealth Management since 2018. In addition to his advisory role, he manages DL Butcher Consulting, LLC DBA Butcher Agency, where he sells and maintains property and casualty insurance policies. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside traditional managed account services.

Paul Cerrato is a financial advisor at Woodstock Wealth Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Woodstock Financial Group since 2008. Outside of his advisory role, Cerrato serves as Senior Director at Takeda Pharmaceuticals and is a managing member of Medi-Lease LLC. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-based fee program alongside traditional asset-based fee structures.

Dawne Ferland is a financial advisor with Woodstock Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Woodstock Wealth Management since 2018 and previously worked at Woodstock Financial Group. Outside of her advisory role, she operates branch offices for Woodstock Wealth Management and St. Bernard Financial Services and sells non-securities insurance products. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third‑party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed account and planning services.

William Raike is a financial advisor at Woodstock Wealth Management, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Raike Financial Group Inc. for 24 years. He is also the CEO and owner of Woodstock Holdings, Inc., the holding company for Woodstock Wealth Management. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in client assets and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

Christopher Tomolonis is a financial advisor at Woodstock Wealth Management, Inc. in Jersey City, NJ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodstock Wealth Management since 2018, following four years at Woodstock Financial Group, Inc. Tomolonis also operates a separate advisory business focused on insurance agency services. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program alongside other managed account offerings.

Ross Bruner is a financial advisor at Woodstock Wealth Management, Inc. in Scottsdale, AZ, with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Woodstock Wealth Management since 2018, following nine years at Woodstock Financial Group. In addition to his advisory role, he operates a separate business selling fixed annuity insurance products. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million and offers a performance-based fee program alongside traditional asset-based fee structures.

Nicholas Casatelli is a financial advisor at Woodstock Wealth Management, Inc. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AWM Financial Services Inc. and AXA Advisors LLC. He also offers non-securities insurance as a sole proprietor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment strategies and a performance-based compensation model alongside standard fee arrangements.

Patrick Fitzsimmons is a financial advisor with Woodstock Wealth Management, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at IFS Advisory, LLC and International Financial Solutions, Inc. Outside of his advisory work, he contributes strategic and business advice to an internet sales company specializing in luggage and travel goods. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed accounts and financial planning services.

Richard Jankus is a financial advisor with Woodstock Wealth Management, Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 20 years before joining his current firm in 2018. Outside of his advisory role, he serves as President and CEO of Winston Cooper, Inc., a non-securities insurance agency, and is involved in entertainment management and real estate as a Realtor Associate. He also holds a secretary position at the Xcel Mentoring Network, a mentoring group. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.

Jeffrey Hardesty is a financial advisor at Woodstock Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodstock Financial Group since 2009. Additionally, he is a licensed independent agent involved in term life insurance sales. Woodstock Wealth Management serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third‑party asset managers. The firm manages approximately $629.9 million on a discretionary basis and offers a performance‑based fee program alongside tailored investment strategies.

Anthony Branca is a financial advisor with Woodstock Wealth Management, Inc. in Woodstock, GA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at Woodstock Financial Group and Monmouth Capital Management LLC. Outside of advisory work, he is involved in several non-investment business activities, including consulting through Branca Financial Group, LLC, and managing a website related to music, sports, and history via Branca Enterprises LLC. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside managed accounts and third-party manager solutions.

David Netkin is a financial advisor at Woodstock Wealth Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodstock Wealth Management since 2018 and at St. Bernard Financial Services since 2021. He also operates a branch office for Woodstock Wealth Management through Edgewood Financial Group, Inc. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored strategies with a distinctive performance-based fee program.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.

William Bruckner is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Woodstock Financial Group since 2016. Outside of his advisory role, he owns and manages a branch office of Woodstock, which includes selling non-securities related insurance. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment strategies and maintains a performance-fee program alongside standard compensation arrangements.

Michael Piccoli is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance. Piccoli serves as president of the Cambridge at Abacoa Homeowners Association board. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.

Parker Troutner is a financial advisor with Woodstock Wealth Management, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He previously worked at AWM Financial Services Inc. and Axa Advisors, LLC. Troutner operates a sole proprietorship offering non-securities insurance services outside of his advisory role. Woodstock Wealth Management, Inc. provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a range of investment strategies and offers performance-fee programs alongside standard asset-based arrangements.

Scott Fessler is a CFP® professional with 30 years of experience in financial advising, currently with Woodstock Wealth Management, Inc. He previously worked at St Bernard Financial Services and Woodstock Financial Group. Outside of advising, he owns and operates several businesses including mortgage loan origination and solar energy solutions. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies alongside a distinctive performance-based fee program.

Max Levine is a financial advisor at Woodstock Wealth Management, Inc. with four years of industry experience. He previously worked at Fidelity Investments and has a background that includes roles outside finance, such as with Konica Minolta Business Solutions and 6ONE7 Productions. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment vehicles and strategies and offers a performance-fee program alongside standard AUM arrangements.

Marybeth Garry is a financial advisor at Woodstock Wealth Management, Inc. in Springfield, NJ, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Woodstock Financial Group, Inc. since 2011. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.