Mark Forktus is a financial advisor with Cordatus Wealth Management LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management built on financial planning and offers proprietary investment programs that use fundamental and trend analysis alongside risk mitigation strategies.

Ann Monaghan is a financial advisor at Glen Eagle Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Redwood Wealth Management Group, Bank of America, and Merrill. Outside of her advisory roles, she has been involved with the Princeton Tiger Aquatics Club since 2010. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm uses client-specific assessments alongside fundamental and technical analysis to construct portfolios, generally following a buy-and-hold approach with rebalancing and downside protection strategies.

Thomas Durkin is a financial advisor at Main Street Financial Solutions, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for eight years. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active management strategies while also providing fiduciary consulting and specialized services for employee benefit plans.

Samuel Feldbaum is a CFP® with 14 years of industry experience and has been with Rockwood Wealth Management, LLC since 2016. He serves as a member of the Finance Committee for the Bucks County Opportunity Council, a nonprofit organization that provides services such as financial literacy, free tax preparation, and food assistance. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through tailored portfolios. The firm employs a structured, passive investment approach focused on globally diversified allocations and manages several billion dollars in client assets.

Wayne Slappy is a financial advisor with SteelPeak Wealth, LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SteelPeak Wealth Management since 2015 and is involved in community and professional organizations, serving as membership chair for the Greater Van Nuys Rotary and chapter president for the Team Referral Network. Slappy has also been active in insurance sales through various carriers associated with W&R Insurance Agencies since 2012. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm provides financial planning, portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and offering access to private placement investments and non-purpose loan solutions.

Inderjit Samra is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with Advisory Services Network since 2016. Beyond his advisory role, he serves as a co-lead of the Punjabi Chamber of Commerce, NJ Chapter, and holds advisory positions with Crypto Asset Rating Inc., New Jersey Blockchain Council, and a telecom, Web3, and AI business. He is also an executive committee member of the Office of Homeland Security & Preparedness Interfaith Advisory Council. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services tailored to clients’ objectives and risk tolerances, utilizing diverse investment strategies and engagement types.

Carlie Shorr is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Foundations Financial Partners and held roles in educational institutions including Temple University and Saint Joseph's University. 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 structured, passive investment approach focusing on globally diversified portfolios primarily using mutual funds and ETFs.

John Helvie is a financial advisor at Rockwood Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. Prior to joining Rockwood Wealth Management in 2022, he worked in physical therapy roles at Fox Rehabilitation and Excel Physical Therapy. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses by providing comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily utilizing mutual funds and ETFs.

Travis Roe Raymond is a CFP®, CFA®, and Series 66-registered advisor with 14 years of industry experience. He has worked at Rockwood Wealth Management since 2019 and previously held roles at TIAA and BlackRock Investment Management. 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 multi-advisor team, single office platform, and policies such as refusing commission compensation.

Richard Simkus is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Frontier Solutions, Prism Advisory Group, and Thomas Mcdonald Partners. Simkus has also served as managing member of Prism Advisory Group LLC and as investment manager of Prism Jade Fund LP, a hedge fund. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and invests across a wide range of asset classes, including ESG models and Direct Indexing with tax management overlays.

Mark Arcidiacono is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. His prior experience includes roles at Charles Schwab & Co., Inc. and A.P. Lubrano Co - AXA Advisors. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily using mutual funds and ETFs, and manages multi-billion assets under management with a large multi-advisor team.

Kelly Crisci is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with CreativeOne Securities since 2014 and also serves as president of American Endeavor, Inc. Outside of advisory work, he is involved in managing a marketing services business for credit unions and participates in various non-investment related ventures including bookkeeping and business operations. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through its proprietary advisory platform.

Elizabeth Gosek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and possessing 18 years of industry experience. She has worked with Optimal Wealth Services and related entities since 2012 and has experience with Centaurus Financial. Outside of advisory work, she serves on the audit committee of the Polish Slavic Center, a nonprofit organization involved in community events. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining in-house strategies with third-party platforms and conducting regular due diligence on external advisers.

Robert Maloney is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Rockwood Wealth Management since 2024. Prior to this, he gained experience at Elliott-Lewis Corporation and CI Lawn Equipment. 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 structured, passive investment approach focused on globally diversified portfolios and operates with multi-billion assets under management through a large multi-advisor team.

Jack Wildman is a Series 66-licensed financial advisor with Packerland Brokerage Services, Inc. He began his advisory career in 2026 and has prior experience at Equitable Advisors, LLC. Wildman has also worked at Lifetime Fitness and has been involved with Camp Briar Hill. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, individual portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers through platforms like Envestnet.

William Cuthbertson II is a CFP® with 19 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2023, following a 17-year tenure at Ameriprise Financial Services, Inc. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.

Jack Gawason is a CFP® and Series 65-licensed financial advisor with two years of industry experience, currently with Rockwood Wealth Management, LLC. Prior to joining Rockwood, he worked at Temple University and New Hope-Solebury High School. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios using mutual funds and ETFs, with a multi-advisor team managing multi-billion dollars in assets from a single office.

Jack Ventresca is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has been with Rockwood Wealth Management since 2024. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach using globally diversified portfolios primarily composed of mutual funds and ETFs.

Paul Gould is a financial advisor at Principal Advised Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors and Lincoln National Life for 15 years. Paul is involved in community activities, serving on the New Member Committee of the Beacon Networking for Life Association and holding leadership roles in the Newtown Presbyterian Church, including Stewardship Chairperson and Session Member. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, enabling access to a range of affiliated financial products and services.

Leigh Machion is a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA. They hold a Series 65 designation and have been with Rockwood Wealth Management since 2025. Prior to joining the firm, Leigh worked at the Advertising Specialty Institute and Turning Point. 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 structured, passive investment approach focused on globally diversified portfolios, primarily using mutual funds and ETFs.