Adam Klazmer is a CFP® with 13 years of industry experience, currently serving as an advisor at Rockwood Wealth Management, LLC. He previously worked at Equitable Advisors and AXA Advisors, LLC. Klazmer holds board positions with Yashar Lachayal, the Jewish Federation of Greater Philadelphia, and the Anti-Defamation League. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through personalized consultations and portfolios. The firm employs a structured, passive investment approach with global diversification and primarily uses mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Jade Meier is a CFP® professional with three years of industry experience. She is currently with Rockwood Wealth Management, LLC, having joined in 2023 after working at Apex Financial Advisors from 2020 to 2022. Outside of her advisory role, she is involved in coaching girls' ice hockey at Princeton Day School and manages ice hockey camps through Hale Street Holdings LLC. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach grounded in market efficiency and utilizes globally diversified allocations, primarily through mutual funds and ETFs.

Viviana Salgado is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 credential and one year of industry experience. Her prior roles include employment at RetireUS and USA Tax Services, as well as studies at La Salle University. 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 globally diversified allocations primarily using mutual funds and ETFs, including strategies from Dimensional Fund Advisors.

Robert Stephenson is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with Rockwood Wealth Management, LLC since 2015. 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 primarily composed of mutual funds and ETFs, emphasizing client relationships through annual reviews and tailored planning services.

Megan Lottier is a financial advisor at Rockwood Wealth Management, LLC with nine years of industry experience. She has been with Rockwood since 2015. Outside of her advisory role, Megan serves as Vice President and Treasurer for the New Hope Solebury Education Fund. 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 primarily composed of mutual funds and ETFs.

Matthew Gwizdz is a financial advisor at Compound Planning, Inc. with three years of industry experience. He previously worked at UBS and served four years in the United States Army. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, risk-based model allocations using a range of strategies, including low-cost ETFs and direct indexing, supported by technology partnerships and third-party sub-advisors.

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.

Brian Pilon is a financial advisor with Prosperity Wealth Management, Inc. in Pipersville, PA, holding a Series 63 designation and 48 years of industry experience. He has worked with Prosperity since 2016 and has been affiliated with Fortune Financial Services Inc. since 2004. Outside of his advisory role, he serves as president and manager of FFMS, Inc., and works as a regional wholesaler for Beacon Capital Management through First Avenue, Inc. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party managers. The firm manages approximately $442 million across 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple analysis methods and ongoing oversight of recommended third-party managers.

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.

Robert Nestor is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His work history includes roles at Alternatives, Inc., RHA Health Services, and Mutual of Omaha Investor Services. In addition to his advisory role, he provides direct care support for developmentally disabled individuals and elderly care during overnight shifts. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through platform relationships with Envestnet and Pershing. The firm provides various managed account programs and financial planning services, acting as a conduit to third-party money managers.

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.

Bradley Banken is a financial advisor with Rossby Financial, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Wells Fargo Securities, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory work, he is a football coach for North Hunterdon Football and serves as a board member for a nonprofit organization. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm utilizes diversified strategies tailored to clients’ objectives and risk tolerances, incorporating fundamental, technical, and cyclical analyses along with third-party managers and turnkey platforms.

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.

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.

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.

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.

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.

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.

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.