Marc Hansen is a CFP® professional at JPL Asset Management and Planning, LLC with 27 years of industry experience. He has been with JPL since 2010. In addition to his advisory role, he is an independent insurance agent specializing in fixed products. 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 employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, emphasizing individualized portfolio management.

Christopher Bove is a financial advisor with JPL Asset Management and Planning, LLC in Newark, DE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1996. Outside of his advisory role, he is an independent insurance agent selling fixed annuities. 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 employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, with advisors also active as insurance producers conducting those activities outside firm supervision.

Timothy Humphreys is a CFP® with 14 years of industry experience, currently advising at Delaware Wealth Planners in Wilmington, DE. His prior work includes roles at Eagleview Advisors and Delaware Avenue Wealth Planners, alongside entrepreneurial ventures such as owning and advising multiple businesses including a business consulting firm and several service companies. Delaware Wealth Planners serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs multiple analytical investment approaches and a broad range of strategies, including the use of third-party sub-advisors and alternative investment vehicles.

Richard Jakotowicz Jr. is a CFP® and CFA® affiliated with Benchmark Financial, LLC in Wilmington, DE, with 13 years of industry experience. He has worked at Benchmark Financial since 2018 and previously at Tfg Wealth Management, Llc. In addition to his advisory role, he serves as Director of the Lerner College Trading Center at the University of Delaware, where he teaches business courses and integrates the trading center into the curriculum. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses, offering personalized portfolio management, comprehensive financial planning, and investment consulting. The firm emphasizes passive portfolio construction using index funds, ETFs, and fixed income instruments, with customized plans based on client goals, risk tolerance, and tax considerations.

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.

Ryan Ruark is a financial advisor at Candlelight Financial Solutions with three years of industry experience. He holds a Series 66 designation and has worked at firms including Integrity Alliance, LLC and Lion Street Advisors. Outside of his advisory work, Ruark serves as a volunteer board member for the JT Dorsey Foundation and is a committee member of The Foundation for Enhancing Communities. Candlelight Financial Solutions is a registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm uses fundamental analysis and modern portfolio theory to implement strategies tailored to clients’ goals and risk tolerances and offers a monthly newsletter as part of its client communications.

John Abood is a CFP® professional with over 31 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 and held positions at Financial House, Inc. and Independent Advisers Group Corp earlier in his career. Abood Financial, Inc., an entity related to his work, is involved in both investment and non-investment activities. Investment Management & Planning LLC provides advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs customized portfolios using a range of investment vehicles, offers multiple program options including discretionary model portfolios, and integrates insurance and commissionable products alongside fee-based advisory services.

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.

Angela Bean is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Chartered Advisory Group since 2011 and previously at Securities America Inc. from 2006 to 2023. Chartered Advisory Group provides personalized financial planning and asset management to individuals, trusts, broker-dealer customers, and other business entities. The firm employs both fundamental and technical analysis with strategies ranging from long-term purchases to short-term trading, primarily focused on ETFs and mutual funds, and manages accounts according to each client’s financial situation and risk tolerance.

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.

Sean Smith is a financial advisor with Chartered Advisory Group who holds a Series 66 designation and has 16 years of industry experience. He has been with Chartered Advisory Group since 2011 and has prior experience at Securities America Inc. from 2011 to 2023. Chartered Advisory Group provides personalized financial planning, ongoing advice and planning membership, and asset management to individuals, trusts, broker-dealer customers, and business entities. The firm combines fundamental and technical analysis, primarily using exchange-traded funds and mutual funds, and offers both discretionary and non-discretionary portfolio management.

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.

Robert Pedrick is a financial advisor at Chartered Advisory Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Chartered Financial Group, Inc. since 2004 and Securities America, Inc. from 2005 to 2023. Chartered Advisory Group provides personalized financial planning and asset management to individuals, trusts, broker-dealer customers, and other business entities. The firm employs both fundamental and technical analysis, focusing on ETFs and mutual funds, and manages accounts based on clients’ financial situations, objectives, and risk tolerance.

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.

Steve Maconi is a Series 63-licensed financial advisor with 43 years of industry experience. He has worked at Merrill, Bank of America, Wyeth Private Wealth, and Purshe Kaplan Sterling Investments before joining Brandywine Oak Private Wealth LLC, where he has been since 2018. In addition to his advisory role, he is also involved in providing fixed annuity business through his insurance agent activities. Brandywine Oak Private Wealth serves individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focused on low-cost, broadly diversified ETFs, tax minimization, and behavioral finance principles, and it offers a range of portfolio management options including model portfolios and separately managed accounts.

Mark Jackson is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Brandywine Oak Private Wealth LLC since 2018 and has prior experience at Purshe Kaplan Sterling Investments, Merrill, Bank of America, and Wyeth Private Wealth. He is also a licensed independent insurance agent. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, combining financial planning and wealth management with a goal-oriented investment approach focused on low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles. The firm also offers a range of investment strategies, including model portfolios, separately managed accounts, and borrowing strategies, and provides performance-based fee arrangements for qualified clients.

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.