Our goal is to be a trusted advisor to our clients, bringing simplicity to complicated financial matters. We have structured our business so that we ALWAYS act as a fiduciary and in your best interest. People are often surprised to learn that most financial planners are limited to when they act as a "fiduciary" and not through the entire advisor-client relationship. For these advisors their primary obligation is to the firm; their secondary obligation is to their client. At Rockford Financial Planning, it is our job and responsibility to get you and your family access to the best services and resources available in the industry, regardless of where they are housed. After developing a true understanding of each client’s circumstances and family dynamics, we use a disciplined approach to customize a comprehensive financial plan. Then we work together to manage your finances and investments with the plan serving as a map for a clear path forward. Our transparent fee schedule makes it easy to understand exactly how we get paid. We are "fee only," which should not be confused with "fee based." There are no hidden fees.

Paul Bechtelheimer is a financial advisor at Anchored Financial Planning LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as a head youth soccer coach for Real JFC Soccer Club in Medford, NJ. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, managing discretionary and non-discretionary accounts. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, employing a range of strategies including asset allocation and technical analysis.

Jeffrey Factor is a financial advisor at Clearview Financial Partners with 26 years of industry experience. He holds the Series 66 designation and has worked at Clearview since 2018, with prior roles at LPL Financial and Wharton Advisory Group. In addition to his advisory work, he is involved with McCarthy and Co, a tax preparation and accounting firm. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses by providing discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm manages over $1 billion in assets and utilizes an open-architecture investment approach, including sub-advisers and private market allocations.

Bruce Kardon is a Series 65-licensed advisor with Conservest Capital Advisors Inc, based in Wynnewood, PA. He has 32 years of industry experience and has been with Conservest since 1993. In addition to his advisory role, he has been involved with Kardon Industries, Inc. since 1977. Conservest Capital Advisors provides fee-only portfolio management and financial planning services to individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on macroeconomic analysis and scenario planning, focusing on long-term, low-turnover portfolios using ETFs, no-load mutual funds, and individually selected bonds.

Richard Cobb is a financial advisor at Cresap, Inc. in Radnor, PA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2009. Prior to Cresap, he worked at BMT Asset Management for 13 years. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm offers portfolio management and advisory services through both fee-based and transaction-based formats, with a focus on non-discretionary accounts and collaboration with clients on security selection.

Mark Powers is a financial advisor at WealthPlan Investment Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc, Vizionary Wealth Management, and LPL Financial. Outside of his financial career, he serves as a deacon and song leader at Calvary Baptist Church in New Jersey. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing over $2 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, and institutions, employing model-based investment strategies across multiple asset classes and offering both discretionary and consulting services.

John Kennedy is a CFP® with 31 years of experience in financial services. He is currently with Kennedy Investment Group, where he has worked since 2022 and previously from 2004 to 2022. His background includes roles at Colombia Bank and Raymond James Financial Services Advisors, INC. Outside of advisory work, he is the owner and CEO of Kennedy Cellars Inc., a business unrelated to investments. Kennedy Investment Group provides wealth management and financial planning services to individuals, high net worth clients, and corporations. The firm manages approximately $545 million on a discretionary basis, using a fundamentally driven, generally long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, options, and alternative investments.

Nathan Daniel is a financial advisor at Market Street Wealth Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard and Concentra. Nathan also participates in the sale of life and health insurance as part of his role at Market Street. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to external managers. The firm employs a fundamentals-driven, long-term investment approach, utilizing diversified portfolios with mutual funds, ETFs, individual equities, and bonds tailored to client goals.

Ross Muldoon is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ellis Investment Partners, LLC. He has been with Ellis Investment Partners since 2013. In addition to his advisory role, Muldoon is a licensed insurance agent in Pennsylvania and New Jersey, specializing in life and annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework with an emphasis on diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Thomas Ervin is a CFP® professional with 11 years of industry experience. He is currently affiliated with Diversified, LLC and has previously worked at Purshe Kaplan Sterling Investments and Securities Service Network, Inc. In addition to his advisory role, he is a licensed insurance agent. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms tailored to clients’ objectives and risk tolerances.

Brendan Moleski is a financial advisor at Conservest Capital Advisors Inc with 13 years of industry experience. He holds the Series 66 designation and has been with Conservest since 2015. Conservest Capital Advisors provides fee-only portfolio management and financial planning services for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm uses a customized, interview-driven investment process that emphasizes long-term, low-turnover portfolios with broad equity exposure and individually selected bonds, managing approximately $1.7 billion in discretionary assets across six advisors.

Ryan Bonner is a financial advisor at Grey Fox Wealth Advisors, LLC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Johnson & Johnson, Villanova University, and PricewaterhouseCoopers, LLP. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in assets and provides discretionary investment management, comprehensive financial planning, and retirement plan consulting, using customized portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and alternatives based on multiple analysis methods.

Andrew Factor is a financial advisor with Clearview Financial Partners, holding the Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Clearview Financial Partners since 2018 and previously was with LPL Financial and The Wharton Advisory Group. Factor is also involved in insurance sales through his independent insurance business. Clearview Financial Partners serves individuals, high-net-worth clients, and small businesses, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm manages approximately $1.06 billion across more than 600 client relationships and employs an open-architecture investment approach that includes access to third-party managers and private market allocations.

David Levy is a CFP® certificant with 18 years of experience in the financial advisory industry. He is currently with Diversified, LLC, where he has worked since 2007, including time at affiliated entities, and previously held positions at Purshe Kaplan Sterling Financial and Securities Service Network. Outside of his advisory role, Levy is involved in managing an affiliated tax services firm, Diversified Tax, where he participates in business growth and decision-making. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms to support client portfolios, while also offering affiliated insurance and tax services.

Thomas Rylko is a CFP® and holds a Series 65 license with 17 years of experience in the financial industry. He has been with TGS Financial Advisors since 2015. TGS Financial Advisors offers discretionary investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm manages portfolios using a variety of strategies and invests through mutual funds, ETFs, and sub-advisors, including specialized programs for medical professionals.

Joseph Dimaio is a financial advisor at Wick Capital Partners, LLC with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wick Capital Partners in 2023, he worked at Bryn Mawr Trust for five years and West Capital Management, Inc. for sixteen years. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis and both active and passive strategies, managing most client assets on a discretionary basis and offering retirement-plan consulting and fiduciary services under ERISA.

Christopher Topolewski is a financial advisor with Wick Capital Partners, LLC, holding a Series 65 designation and 23 years of industry experience. He has worked at Wick Capital Partners since 2018 and previously spent 16 years at West Capital Management, Inc. Outside of his advisory role, Mr. Topolewski is involved in real estate acquisition and development with family members and serves as an advisory board member of the Archdiocese of Philadelphia, focusing on investment matters. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities by providing personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies based on fundamental analysis and manages most client assets on a discretionary basis.

Brent Delabarre is a Series 65-licensed advisor with LUMINIST Capital, LLC in Grand Rapids, MI. He has one year of industry experience and previously worked in various roles at Pfizer Inc., Mallinckrodt Pharmaceuticals, Optofluidic Bioassay, and Hygieia Inc. LUMINIST Capital offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a mix of fundamental and technical analysis to manage client accounts, providing tailored portfolio management, consulting, and co‑advisory arrangements.

Gary Hess is a CFA® charterholder with 27 years of industry experience. He has been with Baldwin Investment Management, LLC since 2017 and previously worked at Rkm Advisors, Inc. from 2012 to 2016. Baldwin Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a combination of quantitative stock-selection models, qualitative research by sector-focused portfolio managers, and technical chart analysis in its investment process.

David Lorine is a financial advisor at Conservest Capital Advisors Inc with 26 years of industry experience. He has been with Conservest Capital Advisors since 1999. He holds a Series 65 designation. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on in-depth client interviews and manages nearly $1.925 billion in discretionary assets across a compact team.