Daphne Smoley is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her background includes roles at Ameriprise Financial Services, ENSPYRE Wealth Advisors, and various educational and community organizations. Rockwood Wealth Management serves individuals, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a passive, globally diversified investment approach primarily using mutual funds and ETFs, and is notable for its large multi-advisor team, single office platform, and policies such as refusing commission compensation.

Christopher Tamagno is a financial advisor with Great Valley Advisor Group, LLC in Newtown, PA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Great Valley Advisor Group since 2015 and has also been affiliated with LPL Financial since 2009. Tamagno is involved in insurance-related activities, including long-term care insurance. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a blend of in-house strategies and third-party managers.

Brian Hansen is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Rockwood Wealth Management since 2020 and previously spent nine years at Horvath & Giacin, P.C., and one year at EisnerAmper. Hansen serves as the Secretary of the Bucks County Estate Planning Council Board. 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 Dimensional Fund Advisors products, and is known for its multi-advisor team and firm policies such as refusing commission compensation.

Glenn Eckstut is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at THE O.N. Equity Sales Company, Ohio National Financial Services, and Key Bank/First Niagara/LPL Financial. He is also involved in the sale of life insurance, disability insurance, long-term care, and fixed annuities through affiliated agencies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services with access to various third-party investment programs and a mix of discretionary and non-discretionary management approaches.

Branden Sacks is a Certified Financial Planner™ with 16 years of industry experience. He currently works at Main Street Financial Solutions, LLC and previously spent over a decade with Bank of America, N.A. and Merrill. Main Street Financial Solutions serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost ETFs and mutual funds, while integrating active management and alternative investments tailored to client objectives and risk profiles.

Mark Inserra is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with Capital Analysts and has a long tenure with Lincoln Investment Planning, Inc. In addition to his advisory role, he serves as Secretary/Treasurer for the Lakeside Court Homeowners' Association, managing dues and maintenance for a private street. 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 and retirement-plan advice through a combination of discretionary and non-discretionary investment services, supported by an in-house research team and a proprietary mutual-fund screening process.

Susan Allen is a CFP® professional with 45 years of experience in the financial industry. She has been with Great Valley Advisor Group, LLC since 2015 and has also maintained a long-term affiliation with LPL Financial since 2009. Outside of her advisory role, she is involved in non-variable insurance activities through her firm, The Capital Legacy, LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. 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 as well as sponsored platforms.

Kyle Jennings is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 65 designation and seven years of industry experience. He previously worked at Retirement Planning Specialists, Inc. for three years and has been involved with Chickies N' Petes since 2013. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, pension plans, and small businesses. The firm provides both non-discretionary and discretionary management programs, utilizing asset-allocation models and a variety of investment vehicles.

Renee Schuster is a CFP® with 15 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2019. Her prior experience includes roles at TIAA-CREF and Edward Jones. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach with globally diversified allocations and manages several billion dollars in client assets.

Ernest Cruikshank III is a financial advisor at Silvercrest Asset Management Group LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 23 years of industry experience. He has been with Silvercrest since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management along with family office services. The firm manages approximately $36.5 billion in assets under advisement and employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics for institutional clients.

Mark Fried is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merit Financial Group since 2023. His prior experience includes running his own sole proprietorship for 10 years and roles at Blue Dog Insurance Agency and TFG Wealth Management. Outside of advising, he is an author who writes and publishes books, and he operates MDF Digital Productions, which creates online educational content and podcasts. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and supports both discretionary and non-discretionary accounts, utilizing internal management alongside third-party managers and sub-advisers.

James Smith is a financial advisor at Rockwood Wealth Management, LLC, holding a Series 65 license with five years of industry experience. Prior to joining Rockwood in 2021, he worked for Bridgewater Associates for four years and served in the U.S. Army for five years. He is an unpaid 10% shareholder in Bugle Volunteer Technologies, a fundraising organization. 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 diversified allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies, managing several billion dollars in assets.

Tyrone Robinson is a CFP® professional with 19 years of industry experience. He is currently an advisor at Kingsview Wealth Management, LLC and previously spent 18 years with Edward Jones. Outside of his advisory role, Robinson serves as Treasurer and board member of the Mercer County College Foundation, where he participates in finance and investment committees. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including model portfolios and registered investment products.

Shrikant Nadkarni is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Next Horizon Advisors LLC, Avantax Advisory Services, and has served as an Emeritus Partner at Withum Smith & Brown, an accounting firm where he provides business advisory, accounting, and tax services. Nadkarni is also an investment committee member of Marathi Vishwa, Inc., a not-for-profit cultural organization. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a mix of passive, active, tactical, and ESG-aware strategies, with access to third-party sub-advisors and specialist approaches.

Kyle Quigley is a CFP® with four years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2021. His prior roles include positions at Stawnychy Financial Services and Lincoln Financial Advisors. Quigley also has teaching experience from William Paterson University. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management. The firm follows a passive, globally diversified investment approach and manages several billion dollars in client assets through tailored portfolios and ongoing monitoring.

Kenneth Kamen is a financial advisor at CW Advisors, LLC with 44 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining CW Advisors in 2024, he worked at Mercadien Asset Management, LLC and Mercadien Securities, LLC for over 20 years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a wide range of clients including individuals, families, trusts, charitable organizations, and institutions. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Marc Rosenblum is a financial advisor at Silver Oak Securities, Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes ten years at Lincoln Financial Securities Corp and six years at Transamerica Financial Advisors. Additionally, Rosenblum serves as president of American Cornerstone Group, an insurance-related business. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets, offering various advisory programs that emphasize customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

Morris Licciardello Jr. is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and H. Beck, Inc. Licciardello also operates a certified tax preparation service. Main Street Financial Solutions serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investment platforms.

Richard Suro is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Lincoln Investment since 2017 and has operated Richard T. Suro Associates, Inc. since 2001. Outside of his advisory roles, he acts as a real estate referral agent for New Jersey buyers and sellers. Capital Analysts serves a diverse client base, including retail and institutional investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary management by its in-house Investment Management & Research team with non-discretionary advisor and third-party manager services, supported by institutional relationships and proprietary portfolio construction tools.

Emily O'Connor is a CFA® charterholder affiliated with Rockwood Wealth Management, LLC, where she has worked since 2026. She has four years of prior experience at Andersen Tax. Emily is based in New Hope, PA. 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 centered on market efficiency with globally diversified allocations, primarily using mutual funds, ETFs, and strategies from Dimensional Fund Advisors.