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.

Natalia Rybak is a CFP® with two years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. Her prior roles include positions at Highland Financial Advisors and Charles Schwab Co. She has also worked in academic settings at William Paterson University and Texas Tech 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 emphasizing globally diversified portfolios primarily using mutual funds and ETFs.

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.

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.

Christopher Lindenthal is a CFP®-certified financial advisor at CW Advisors, LLC with 18 years of industry experience. He previously worked at Chb Investment Group, LLC and Wells Fargo Advisors. Outside of his advisory work, he is co-owner of Curious Finds, a business that organizes and sells antique goods. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other advisers, employing a Core-and-Satellite investment approach that includes active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.

Brandon George Slinn is an investment advisor representative with The AmeriFlex Group, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and OSAIC. Outside of advisory services, he is involved with Knox Grove Financial LLC, focusing on paraplanning and insurance-related activities. 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, discretionary manager relationships, and multiple wrap program platforms.

Brian Nolan is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He has held positions at Summit Financial, Summit Equities, and Purshe Kaplan Sterling Investments. Nolan is licensed with Series 63 and Series 65 credentials. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative platforms.

Catherine Morgan is a financial advisor at Rockwood Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Rockwood Wealth Management since 2020. Prior to that, she was employed at Firmenich from 2016 to 2020. Morgan volunteers with Savvy Ladies, a free financial helpline for women. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through customized portfolios. The firm follows a passive investment philosophy with globally diversified allocations and manages several billion dollars in client assets.

Benjamin Herman is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA. He has three years of industry experience, all with Rockwood Wealth Management. Prior to his advisory role, he spent several years as a student. Rockwood Wealth Management is a multi-advisor firm that provides financial planning, wealth management, and investment management services to individuals, families, and related entities such as trusts and endowments. The firm follows a structured, passive investment approach using globally diversified portfolios with a notable emphasis on Dimensional Fund Advisors strategies.

Michael Bukowski is a CFP® with 20 years of industry experience, currently advising at Main Street Financial Solutions, LLC since 2016. He holds a Series 66 license and is based in Newtown, PA. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs while also incorporating actively managed funds and alternative investments.

Brian Levy is a CFP® with 10 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs a discretionary asset allocation approach using proprietary models and third-party managers, offering portfolio customization and technology-driven client reporting.

John Little is a Series 65-licensed advisor at Rockwood Wealth Management, LLC with one year of industry experience. He has been with Rockwood Wealth Management since 2025. 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 global diversification and ongoing portfolio monitoring.

Thomas Griffiths is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Associated Securities Corp., Strategic Wealth Advisors Group, FSC Securities Corporation, and Wells Fargo Clearing. Griffiths has involvement in Griffiths Financial Services and T & Z Financial, LLC for tax purposes. 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, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and oversight through a combination of in-house and third-party strategies.

Jeffrey Llewellyn is a CFP®, CFA®, and Series 66 holder with 13 years of industry experience. He has worked at Rockwood Wealth Management since 2022, with prior roles at Fidelity Investments and The Vanguard Group. He serves as the President and Chair of the Board for a local nonprofit organization on a volunteer basis. Rockwood Wealth Management serves individuals, families, and related entities, offering financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach focused on globally diversified allocations and utilizes strategies including those from Dimensional Fund Advisors.