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.

Kenneth Paul is a financial advisor with Main Street Financial Solutions, LLC, holding the CFP® designation and securities licenses Series 63, 65, and 66. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Alliance Wealth Management Group, LLC. He has been with Main Street Financial Solutions since 2018. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses an academic-based, multi-asset class investment approach emphasizing mutual funds and low-cost passive ETFs, while also offering actively managed funds and alternative investments.

Chris Nelson is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He worked at Cantella & Co Inc for 16 years before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC in 2019. Nelson also serves as President of Afton Capital Management and as an Investment Advisor Representative for the Intercollegiate Tennis Association. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Joseph Bates is a CFP® professional with seven years of experience in the financial industry. He has worked at Summit Financial, LLC since 2020 and previously at Asset Planning Services LTD. from 2016 to 2020. Outside of advisory work, he serves as Treasurer for Healing Hearts, a foster/adoption ministry nonprofit, and is involved with MRK Wealth Advisors, LLC, providing oversight for income tax preparation services offered to clients. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with a mix of discretionary and consultative services tailored to client needs.

Douglas Bailey is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Capital Analysts since 2003 and has also worked at Lincoln Investment since 2012. In addition to his advisory work, he is licensed as an insurance broker, focusing on life, health, and disability insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Robert Milnes is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Advisory Services Network, LLC since 2019 and previously spent eight years at DeWitt Capital Management. Based in North Wales, PA, he provides advisory services through a multi-team firm. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans. The firm supports independent investment adviser representatives who deliver a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerances.

Shawn Seilback is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and 43 years of industry experience. His career includes roles at FSC Securities Corporation and Travelers, among others. He serves as Treasurer of the Longport Citizens Alliance, a volunteer board focused on community improvement. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach, emphasizing relative strength and a top-down market, sector, manager, and risk evaluation, with customized portfolio management through discretionary or model-based strategies.

Emily Kamen is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. She is currently with CW Advisors, LLC and has previously worked at Mercadien Securities, Mercadien Asset Management, and RBC Capital Markets. Outside of her financial advisory role, she teaches a weekly yoga class at a fitness studio. CW Advisors, LLC is a multi-team firm offering investment management, wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach and integrates active, passive, quantitative, and ESG strategies across various investment vehicles.

Ryan Barrett is a CFP® professional at JFS Wealth Advisors, LLC with 23 years of industry experience. He has been with JFS Wealth Advisors in various roles since 2015. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers wealth management and financial planning services guided by written Financial Goal Plans and employs a disciplined investment approach using Modern Portfolio Theory, mutual funds, ETFs, and private investments.

Gregory Mallison is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Great Valley Advisor Group since 2014 and is also associated with LPL Financial since 2008. Outside of his advisory roles, he is involved with Consanguinity Associates, a family partnership holding company for family assets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and oversight, utilizing a combination of in-house strategies and third-party managers across various platforms, including LPL, Fidelity, and Schwab.

Adam Klazmer is a CFP® with 13 years of industry experience, currently serving as an advisor at Rockwood Wealth Management, LLC. He previously worked at Equitable Advisors and AXA Advisors, LLC. Klazmer holds board positions with Yashar Lachayal, the Jewish Federation of Greater Philadelphia, and the Anti-Defamation League. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through personalized consultations and portfolios. The firm employs a structured, passive investment approach with global diversification and primarily uses mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Jade Meier is a CFP® professional with three years of industry experience. She is currently with Rockwood Wealth Management, LLC, having joined in 2023 after working at Apex Financial Advisors from 2020 to 2022. Outside of her advisory role, she is involved in coaching girls' ice hockey at Princeton Day School and manages ice hockey camps through Hale Street Holdings LLC. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach grounded in market efficiency and utilizes globally diversified allocations, primarily through mutual funds and ETFs.

Robert Fell III is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Fidelity Investments for three years and has a background that includes positions at Ohio State University and Tuscano. United Capital provides national financial planning and discretionary investment management to a diverse range of clients, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions, sub-advisory and consulting services, and operates a technology platform that supports independent advisors.

Sean Coyle is a financial advisor at Main Street Financial Solutions, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Main Street Financial Solutions in 2023, he worked at CFGI from 2021 to 2023 and has experience at Temple University and the Baltimore Orioles. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, and retirement plan consulting, using an academic-based, multi-asset class investment approach tailored to clients’ objectives and risk profiles.

Victoria Mcdonald is a CFP®-certified financial advisor with 40 years of industry experience. She is affiliated with Capital Analysts and has worked with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, she is a partial owner of Budding IP Properties, an LLC created to hold rental real estate, though she does not have an active management role. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a network of independent advisors. The firm combines discretionary investment management by an in-house team with non-discretionary services via third-party managers and emphasizes fiduciary responsibilities for tax-advantaged accounts.

Viviana Salgado is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 credential and one year of industry experience. Her prior roles include employment at RetireUS and USA Tax Services, as well as studies at La Salle University. 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 employs a passive investment approach focused on globally diversified allocations primarily using mutual funds and ETFs, including strategies from Dimensional Fund Advisors.

Barbara Glover is a CFP® professional with 11 years of industry experience, currently serving as an advisor at JFS Wealth Advisors, LLC since 2016. She previously worked at Comprehensive Investment Solutions, LLC in 2015. JFS Wealth Advisors is a multi-team registered investment adviser offering wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investments.

Ray Massey is a CFP® certificant and holds Series 63 and Series 66 licenses, with 10 years of experience in the financial services industry. He has worked at Merit Financial Advisors and PKS Investments since 2026, and previously held roles at GlennCo, LLC., Commonwealth Financial Network, and The Vanguard Group, Inc. Massey has experience in both investment advising and financial planning. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by internal teams with customization options for advisors.

Robert Stephenson is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with Rockwood Wealth Management, LLC since 2015. 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 using globally diversified portfolios primarily composed of mutual funds and ETFs, emphasizing client relationships through annual reviews and tailored planning services.

Megan Lottier is a financial advisor at Rockwood Wealth Management, LLC with nine years of industry experience. She has been with Rockwood since 2015. Outside of her advisory role, Megan serves as Vice President and Treasurer for the New Hope Solebury Education Fund. 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 using globally diversified portfolios primarily composed of mutual funds and ETFs.