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.

Gregory Dupee is a financial advisor at Aegis Capital Corp. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Janney Montgomery Scott for ten years. Outside of his advisory role, he serves as Secretary of the Board for the Camp Fire Conservation Fund, a nonprofit organization focused on conservation issues. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and supports trade execution, clearing, custody, and reporting services.

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 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 23 years of industry experience. He is currently with Capital Analysts, where he has worked since 2024, and was previously with Lincoln Investment Planning, Inc. from 2002. Outside of his advisory work, he serves as Secretary/Treasurer for a small homeowners association. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs a combination of discretionary and non-discretionary portfolio management, supported by an in-house investment management and research team.

Edward Forst Jr. is a CFP®-designated financial advisor with Capital Analysts, located in Fort Washington, PA, and has 46 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1980 and with Linsure, Inc. since 1986. Outside of advisory services, he is involved in real estate activities including property ownership and financing. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an internal research team using proprietary processes, and it supports a range of client arrangements including custom portfolios and third-party manager access.

Edward Zakarewicz Jr. is a financial advisor at Capital Analysts with 27 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning since 2009. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that employs proprietary screening and model portfolios.

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 has worked at LaSalle St. Investment Advisors since 2021 and is also involved with Retirement Planning Specialists, Inc. Outside of finance, he has business interests in the hospitality sector, including Chickies N' Petes since 2013 and previously Sarrapo's Pizza. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs, utilizing a range of asset allocation models and investment vehicles.

Renee Schuster is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. She has worked at Rockwood Wealth Management, LLC since 2019 and has also been affiliated with TIAA-Cref Individual & Institutional Services, LLC since 2013. 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 and primarily utilizes Dimensional Fund Advisors products.

Edward O'Donoghue III is a financial advisor with Capital Analysts who holds a Series 66 designation and has 22 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and a proprietary mutual-fund screening process called CAPSL.

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 previously at TFG Wealth Management and as a sole proprietor. Outside of advising, he writes and publishes books and creates online educational content through his digital production company. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

James Smith is a financial advisor at Rockwood Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Bridgewater Associates and served in the U.S. Army. Outside of advising, he is a 10% shareholder and volunteer fundraiser for Bugle Volunteer Technologies, a nonprofit organization. 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 large multi-advisor team operating from a single office platform.

Jeffrey Donohue is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and LPL Financial since 2011. He also sells health, life, disability, and fixed annuities as a sole proprietor. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

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.

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.

Marc Rosenblum is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including ten years at Lincoln Financial Securities Corp before joining Silver Oak Securities in 2018. Outside of his advisory role, he serves as president of American Cornerstone Group and works as an insurance agent selling life, health, and long-term care insurance. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management, financial planning, and solutions for held-away retirement plan assets through a network of more than 100 financial professionals.

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.