Courtney Krzaczyk is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2021. Prior to joining Rockwood, she held roles at KPMG in 2019 and 2021. Rockwood Wealth Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach focused on globally diversified portfolios and emphasizes policies such as refusing commission compensation and maintaining a formal Code of Ethics.

Paige Marlow is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Rockwood Wealth Management since 2017 and previously spent a year with Leonard Brodsky & Associates/Commonwealth Financial. 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 structured, passive investment philosophy focused on globally diversified allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Erik Kalfus is a financial advisor at Main Street Financial Solutions, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Hobbs Group Advisors, LLC. Prior to his advisory career, he spent time in full-time education and was associated with Good Life Cafe. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an academic-based, multi-asset class investment approach, combining passive and active strategies while providing fiduciary consulting, wealth management, and retirement plan services.

Thomas Damasco is a CFA® charterholder with 15 years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2022. His prior roles include positions at TD Private Client Wealth LLC, TD Bank, N.A., and TD Ameritrade. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a variety of portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for its predominance of non-discretionary asset management and use of co-advisor and fee-sharing arrangements.

Matt Breunig is a financial advisor at Santander Securities LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Santander Securities and Santander Bank since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with a focus on ongoing suitability reviews and compliance oversight.

Robert Dusek III is a Series 65-licensed advisor with Rockwood Wealth Management, LLC in New Hope, PA, and has one year of industry experience. Prior to joining Rockwood, he worked at the Royal Bank of Canada and has experience in education. He serves as a board member of the New Hope Auto Show. 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 uses a passive investment philosophy centered on market efficiency and diversified global allocations, primarily employing mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Jason Birdwell is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at SagePoint Financial, Hd Vest Advisory Services, and OSAIC. 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 with a focus on mutual funds and low-cost ETFs, while also utilizing independent managers and alternative investment platforms.

Michael Delehanty is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his primary role, he is involved in financial planning and advisory services through 21st Century Advisors in Princeton, NJ, focusing on fixed insurance products and securities sales. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm supports approximately 100 independent investment adviser representatives who offer a variety of portfolio management and advisory services across multiple platforms and investment strategies.

Christopher Brashier is a financial advisor at CW Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chb Investment Group, LLC and Wells Fargo Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment strategy combining active, passive, quantitative, and ESG approaches, utilizing both third-party and internally managed strategies.

Christina Nash is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Osaic/ROYAL ALLIANCE ASSOCIATES, and Sii. Nash is also an author and educator, involved in writing and speaking engagements. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering services through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Manish Shah is a financial advisor with Fortis Capital Advisors, LLC in Princeton, NJ, holding Series 63 and Series 65 credentials and having 12 years of industry experience. Prior to joining Fortis in 2022, he worked at Next Horizon Advisors LLC for nine years. Outside of his advisory role, he is involved in several investment-related ventures including serving as principal of Next Horizon WB LLC and advisor to the London Fund, as well as participating on the Board of Advisors for the Yale Jackson School of Global Affairs. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, and institutional clients, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including discretionary management and ESG options, and reported $1.615 billion in discretionary assets under management as of December 31, 2025.

Najeedah Ghias is a CFP® with six years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2019. She has prior experience at Financial Compass, LLC and CURO Wealth Management. Outside of her advisory role, she volunteers with Savvy Ladies, providing financial guidance to women on budgeting and investing. Rockwood Wealth Management serves individuals, families, trusts, and endowments with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach with globally diversified portfolios and operates a large multi-advisor team from a single office platform.

Richard Pearson Jr. is a financial advisor at Simplicity Wealth with over 18 years of industry experience. He holds a Series 66 designation and has worked previously at Integrated Financial Services and Newcleus. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with model portfolios that are continuously monitored and rebalanced.

Reginald Burroughs is a CFP® professional with 40 years of industry experience. He is currently with CW Advisors, LLC and previously worked for Mercadien Securities, LLC and Mercadien Asset Management, LLC for 19 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, pension plans, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and sub-advisory solutions.

Ricardo Ferreira is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Great Valley Advisor Group and LPL Financial since 2017 and was previously affiliated with The Prudential Insurance Company of America and Pruco Securities. He is also involved with McNamara Financial Group, an affiliated business. Great Valley Advisor Group is a 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, using a combination of in-house strategies and third-party managers across various platforms.

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, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also has ongoing affiliations with LPL Financial and Associated Securities Corp. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management and financial planning, utilizing a blend of in-house strategies and third-party managers, with a focus on individualized portfolio construction and ongoing oversight.

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 licenses and bringing 20 years of industry experience. His prior roles include positions at THE O.N. Equity Sales Company, Ohio National Financial Services, and Key Bank/First Niagara/LPL Financial. Outside of advisory work, he is active as an independent agent in life, disability, and long-term care insurance sales. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, combining fee-based planning with access to third-party investment platforms and both discretionary and non-discretionary portfolio management options.

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.