Connor Matheny is a CFP® with three years of industry experience and currently serves as a financial advisor at Rockford Financial Planning in Wilmington, DE. He has worked exclusively with Rockford Financial Planning since 2021, with prior experience outside the financial sector. Rockford Financial Planning serves individual clients, including high-net-worth households, and provides consulting to employer retirement plans. The firm primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs, managing accounts on a discretionary basis through a wrap fee program that combines advisory, trading, and custodial services into a single billing arrangement.

John Abood is a CFP® with 30 years of industry experience, currently serving as an advisor at Investment Management & Planning LLC since 2006. He has also been associated with LPL Financial since 2003. In addition to his advisory roles, he is involved with Abood Financial, Inc., a business entity related to his financial activities. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients. The firm offers portfolio management on both discretionary and non-discretionary bases, utilizing mutual funds, ETFs, equities, and fixed income, with an emphasis on individualized asset allocation and ongoing account supervision.

Thomas Larocca is a CFP® and ChFC® with 26 years of industry experience. He has been with JPL Asset Management and Planning, LLC since 2008. Outside of his advisory work, he owns Root Em In Racing LLC, a horse breeding and racing business. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm uses traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, requiring client approval before trades.

Jacob Weaver is a financial advisor at Benchmark Financial, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Lau Associates LLC from 2016 to 2019. Benchmark Financial, LLC is a registered investment adviser that serves individuals, including high net-worth clients, charitable organizations, and businesses. The firm focuses on passive portfolio construction using index mutual funds, ETFs, U.S. government bonds, and other fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.

Ryan Gwinn is a financial advisor at N1 Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with N1 Advisors since 2012. Prior to and during his time at N1 Advisors, he was also associated with M Holdings Securities, Inc. from 2012 to 2023. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates with a four-advisor team spanning five offices.

Marissa Frizzell is a financial advisor at Abridge Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC from 2021 to 2025 and Sei from 2012 to 2021. Abridge Partners serves high-net-worth individuals, charitable organizations, and corporate pension and profit-sharing plans. The firm employs a combination of active and passive investment strategies within an institutional, core-and-satellite framework and provides investment management, financial planning, and consulting services.

Thomas Caffrey Sr. is a financial advisor at Moyer Wealth Management with 11 years of industry experience. He previously worked at Main Line Financial Advisors for 10 years and operated Caffrey Retirement Solutions for three years before joining his current firm. Moyer Wealth Management serves individual and high-net-worth clients by providing investment advisory services, portfolio management, and financial planning. The firm integrates tax preparation and bookkeeping through its CPA parent company and offers tailored investment strategies with regular account reviews.

Samuel Fiechter is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Walnut Green since 2013 and is also a limited partner in Chalk Creek SLP, LP. Outside of his advisory role, he serves as vice president of CID, Inc., a real estate holding company, and manages Brookdale Farm Management, LLC. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts with a long-term, fundamentals-based approach and serves as co-investment adviser to a private pooled fund that combines equity compounding with tactical positioning across asset classes.

Our goal is to be a trusted advisor to our clients, bringing simplicity to complicated financial matters. We have structured our business so that we ALWAYS act as a fiduciary and in your best interest. People are often surprised to learn that most financial planners are limited to when they act as a "fiduciary" and not through the entire advisor-client relationship. For these advisors their primary obligation is to the firm; their secondary obligation is to their client. At Rockford Financial Planning, it is our job and responsibility to get you and your family access to the best services and resources available in the industry, regardless of where they are housed. After developing a true understanding of each client’s circumstances and family dynamics, we use a disciplined approach to customize a comprehensive financial plan. Then we work together to manage your finances and investments with the plan serving as a map for a clear path forward. Our transparent fee schedule makes it easy to understand exactly how we get paid. We are "fee only," which should not be confused with "fee based." There are no hidden fees.

Mark Powers is a financial advisor at WealthPlan Investment Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc, Vizionary Wealth Management, and LPL Financial. Outside of his financial career, he serves as a deacon and song leader at Calvary Baptist Church in New Jersey. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing over $2 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, and institutions, employing model-based investment strategies across multiple asset classes and offering both discretionary and consulting services.

Thomas Ervin is a CFP® professional with 11 years of industry experience. He is currently affiliated with Diversified, LLC and has previously worked at Purshe Kaplan Sterling Investments and Securities Service Network, Inc. In addition to his advisory role, he is a licensed insurance agent. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms tailored to clients’ objectives and risk tolerances.

Ryan Bonner is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware, with two years of industry experience. He holds a Series 65 designation and has prior work experience at Johnson & Johnson, Villanova University, and PricewaterhouseCoopers, LLP. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in client assets using customized portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and alternatives, supported by academic, fundamental, and technical analysis.

David Levy is a CFP® certificant with 18 years of experience in the financial advisory industry. He is currently with Diversified, LLC, where he has worked since 2007, including time at affiliated entities, and previously held positions at Purshe Kaplan Sterling Financial and Securities Service Network. Outside of his advisory role, Levy is involved in managing an affiliated tax services firm, Diversified Tax, where he participates in business growth and decision-making. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms to support client portfolios, while also offering affiliated insurance and tax services.

Gerald Snyder is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Schiavi + Dattani since 2021 and was previously with Fidelity Brokerage Services LLC from 2011 to 2020. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profits, managing approximately $622 million in client assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and employs derivatives and alternative investments when suitable.

Katherine Davis is a financial advisor at RiversEdge Advisors with nine years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including Beacon Financial Services, LPL Financial, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and emphasizes strategic asset allocations primarily using ETFs, with technology integrations and third-party managers as appropriate.

Theodore Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs and Nimbly, LLC. Lauzen served in the United States Marine Corps for ten years before transitioning to the financial sector. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm uses a model-based, customized investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Michael Sicuranza is a CFP® with 30 years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. His prior roles include positions at Mercap Securities, Milestone Wealth Advisors, and LPL Financial. He is also involved in selling fixed insurance products on a limited basis. Affinity Wealth Management LLC manages approximately $760 million for a diverse client base, offering wealth management, investment management, financial planning, and retirement plan advisory services with a primarily long-term, multi-strategy investment approach.

Wayne Wagner Jr. is a ChFC®-designated financial advisor with 30 years of industry experience, currently with WealthPlan Investment Management LLC. His prior experience includes long tenures at LPL Financial and Securities America Inc. Wagner serves on the advisory board of the Sovereign Grace Church Marlton nonprofit and hosts the Envizion More Podcast, which covers topics ranging from investing to life. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing over $2 billion in assets. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, employing model-based strategies and offering both discretionary and non-discretionary solutions.

Lauren Mance is a CFA® charterholder with one year of industry experience, currently serving as an advisor at RiversEdge Advisors. Her prior roles include positions at Great Gray Trust Company and Wilmington Trust. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and primarily implements strategic asset allocations with ETFs, supported by technology and platform integrations to monitor client strategies.

Andrew Rosen is a CFP® with 22 years of industry experience, currently serving at Diversified, LLC. He has held roles at Purshe Kaplan Sterling Financial and Securities Service Network prior to his current position. Outside of his advisory work, Rosen is involved in several related business ventures including partnerships in insurance and tax services firms, as well as a leadership role in an accounting entity. Diversified, LLC provides comprehensive investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and leverages third-party managers and platforms to tailor asset allocation and diversification strategies according to client goals and risk tolerance.