Kenny Bauer is a CFP® professional with 26 years of industry experience, currently with Rockwood Wealth Management, LLC since 2017. Prior to that, he worked at The Marshall Financial Group, Inc. for 17 years. Outside of his advisory role, he serves as a certified boys lacrosse official and holds board positions with the Captain Connor J. Bednarzyk, USA Memorial Fund and the Washington Crossing Council, Boy Scouts of America. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through tailored portfolios. The firm employs a passive investment philosophy focused on globally diversified allocations and manages several billion dollars in client assets across its multi-advisor practice.

Alec Goldberg is a Series 66-credentialed financial advisor with three years of industry experience. He has worked at Kingswood Wealth Advisors, Kingswood Capital Partners LLC, Cadaret, Grant & Co., Inc., and Broad Street Financial LLC. Outside of his advisory roles, Goldberg is involved as an agent and representative at Capital Insurance & Investment Planning, Inc., where he engages in sales and operations related to life and health insurance products. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and incorporates affiliated and unaffiliated managers while maintaining a distinctive operational model integrating insurance-linked account management.

John Collins III is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. His prior experience includes roles at Equitable Advisors, LLC, Karr Barth Associates, and Susquehanna International Group. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios and one-on-one consultations. The firm follows a passive investment approach with diversified allocations and employs a fee-only, multi-advisor practice model.

Mark Maggioncalda is a financial advisor with Girard Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Girard Advisory Services in 2026, he worked at Wilmington Trust for four years and Dreyfus Service Corporation for fourteen years. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios using a range of domestic and international assets, and is a wholly owned subsidiary of Univest Bank and Trust Co., enabling it to provide an integrated suite of financial services.

David Locher is a financial advisor at CW Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Cms Wealth Management before joining CW Advisors in 2025. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves individuals, families, trusts, estates, charitable organizations, pension plans, corporations, and other investment advisers, offering wealth management, financial planning, retirement plan advisory, family-office services, portfolio management, and sub-advisory solutions.

Kevin Clark is a financial advisor at Capital Analysts with 12 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning since 2012. Clark is also involved in a financial services venture as a partner and co-founder of MC Capital Management, LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing proprietary mutual fund screening tools and maintaining institutional relationships to support a range of investment products and retirement-plan advice.

Mark Kelly is a financial advisor with Rockwood Wealth Management, LLC, based in New Hope, PA. He holds 21 years of industry experience and has been with Hirtle Callaghan & Co. LLC since 2011. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios and typically uses Dimensional Fund Advisors products.

Samuel Newsham is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Capital Analysts since 2023 and Lincoln Investment since 2013. Outside of his advisory work, he is active as a bass player in a performance ensemble, serves as Vice President of the Golden Slipper Club & Charities, coaches middle school wrestling, and is Chairman of the Trustees for the Williamson-Corinthian Lodge of Freemasons #368. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Andrew Ferraro is a financial advisor at PKS Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and MCG Securities. PKS Advisory Services provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and offers tailored portfolios using mutual funds, ETFs, independent managers, and individual securities.

Brianna March is a financial advisor at BLBB Advisors with 12 years of industry experience. She holds a Series 65 designation and has worked at BLB&B Advisors, LLC since 2019 and previously at Gwynedd Company from 2005 to 2018. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation with multiple risk-based investment objectives and offers specialized strategies including a Global Macro ETF approach and an equity covered-call overlay.

Elizabeth Hurshman is a Series 65-credentialed advisor at Rockwood Wealth Management, LLC with one year of industry experience. She previously held roles at Captrust and Modera Wealth Management. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach grounded in market efficiency, utilizing globally diversified allocations primarily through mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Bryan Pecherek is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he serves as an umpire for high school baseball games and is a panel member on AssetMark Inc.'s Field Advisory Board. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and both discretionary and non-discretionary manager relationships.

Michael Butrica is a financial advisor with Great Valley Advisor Group, LLC, holding 14 years of experience through his ongoing work with Butrica and Associates LLC and one year with Great Valley Advisor Group. He is also active as a real estate agent in Schwenksville, PA. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts, offering a range of discretionary and non-discretionary investment management and financial planning services. The firm focuses on individualized portfolio construction and oversight, utilizing both in-house and third-party strategies across various platforms.

Michael Flaten is a financial advisor at Rockwood Wealth Management, LLC with eight years of industry experience. He previously worked at BlackRock Inc. and PNC Capital Markets. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm focuses on a passive investment approach using globally diversified allocations primarily through mutual funds and ETFs, including Dimensional Fund Advisors strategies.

James Gilmore is a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA, holding a Series 65 designation. He has been with Rockwood Wealth Management since 2025. Prior to his advisory role, he was involved with My Cooking Party from 2023 to 2025 and held positions at CloudKitchens and Gopuff. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a passive, globally diversified investment approach and is notable for its large multi-advisor team operating from a single office while maintaining policies such as refusing commission compensation.

Stephen Schultz is a financial advisor at Capital Analysts with 12 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning since 2014. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jason Cooper is a CFP® and CFA® credentialed advisor at Rockwood Wealth Management, LLC with one year of industry experience. He previously worked at Pathstone for 11 years. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by providing financial planning, wealth management, and investment management with tailored portfolios. The firm employs a passive investment approach emphasizing market efficiency and diversified global allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Russell Parsons is a financial advisor at CW Advisors, LLC with 36 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Parsons Capital Management, LLC and Purshe Kaplan Sterling Investments. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a range of clients including individuals, families, trusts, charitable organizations, and pension plans. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.

Jeremy Kerr is a financial advisor with Great Valley Advisor Group, LLC holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, The Prudential Insurance Company of America, Nexa Mortgage, and Quicken Loans. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Casey Baker is an advisor at Rockwood Wealth Management, LLC in New Hope, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Rockwood Wealth Management, he was a student from 2016 to 2026. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios and one-on-one consultations. The firm follows a passive investment philosophy with globally diversified allocations and manages several billion dollars in client assets.