Emily O'Connor is a CFA® charterholder affiliated with Rockwood Wealth Management, LLC, where she has worked since 2026. She has four years of prior experience at Andersen Tax. Emily is based in New Hope, PA. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach centered on market efficiency with globally diversified allocations, primarily using mutual funds, ETFs, and strategies from Dimensional Fund Advisors.

Christopher Lindenthal is a CFP®-certified financial advisor at CW Advisors, LLC with 18 years of industry experience. He previously worked at Chb Investment Group, LLC and Wells Fargo Advisors. Outside of his advisory work, he is co-owner of Curious Finds, a business that organizes and sells antique goods. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other advisers, employing a Core-and-Satellite investment approach that includes active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.

Stephen Miller is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Miller may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and both fundamental and technical analysis.

Jack Firriolo is a financial advisor with Capital Analysts based in New Hope, PA. He holds a Series 66 designation and has 10 years of industry experience, including a tenure at Lincoln Investment Planning since 2015. He is also associated with Encompass Wealth & Legacy Planning LLC, where he assists clients with financial planning. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Catherine Morgan is a financial advisor at Rockwood Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Rockwood Wealth Management since 2020. Prior to that, she was employed at Firmenich from 2016 to 2020. Morgan volunteers with Savvy Ladies, a free financial helpline for women. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through customized portfolios. The firm follows a passive investment philosophy with globally diversified allocations and manages several billion dollars in client assets.

Benjamin Herman is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA. He has three years of industry experience, all with Rockwood Wealth Management. Prior to his advisory role, he spent several years as a student. Rockwood Wealth Management is a multi-advisor firm that provides financial planning, wealth management, and investment management services to individuals, families, and related entities such as trusts and endowments. The firm follows a structured, passive investment approach using globally diversified portfolios with a notable emphasis on Dimensional Fund Advisors strategies.

Christopher Smith is a financial advisor at Vicus Capital, Inc. with 37 years of industry experience. He has held roles at Cetera Wealth Services, Marmaras & Smith, LLC, and Nathan & Lewis Securities, among others. Smith is a founding partner of Marmaras & Smith, LLC and serves as a trustee on multiple trusts. He also owns businesses related to accounting and expense management. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a blend of fundamental and technical analysis with various strategies, including core-satellite, momentum, ESG, and tax-loss harvesting approaches, and emphasizes retirement plan consulting and fiduciary services.

John Little is a Series 65-licensed advisor at Rockwood Wealth Management, LLC with one year of industry experience. He has been with Rockwood Wealth Management since 2025. 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 global diversification and ongoing portfolio monitoring.

Jeffrey Llewellyn is a CFP®, CFA®, and Series 66 holder with 13 years of industry experience. He has worked at Rockwood Wealth Management since 2022, with prior roles at Fidelity Investments and The Vanguard Group. He serves as the President and Chair of the Board for a local nonprofit organization on a volunteer basis. Rockwood Wealth Management serves individuals, families, and related entities, offering financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach focused on globally diversified allocations and utilizes strategies including those from Dimensional Fund Advisors.

Maxwell Dalavai is a CFP® and Series 66-registered financial advisor with six years of industry experience. He joined Rockwood Wealth Management, LLC in 2022 after working at Crossgate Wealth Advisors, Thrivent Financial, and other firms. Maxwell has a background that includes roles in investment advisory and financial services. 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 global diversification and predominantly uses mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Keith Boyd is a financial advisor with Gladstone Wealth Partners in Flemington, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Gladstone Wealth Partners since 2020, with prior experience at Wells Fargo Clearing from 2016 to 2020. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management and a range of financial planning and retirement consulting services, implementing investment strategies tailored by individual representatives and supported by platform-level due diligence.

John Augenblick is a CFP® with 19 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2008. He is a School Director on the New Hope Solebury School Board. Rockwood Wealth Management provides holistic financial planning and investment management to individuals, high-net-worth clients, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach with globally diversified portfolios primarily using mutual funds and ETFs.

Jackson West is a Series 65-licensed advisor at Rockwood Wealth Management, LLC with one year of industry experience. Prior to joining Rockwood Wealth Management, he was a student for ten years. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and investment management. The firm employs a structured, passive investment approach emphasizing globally diversified portfolios primarily composed of mutual funds and ETFs.

Debra Jones is a financial advisor at CW Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at CW Advisors since 2025. Her prior experience includes roles at Chb Investment Group, LLC and Wells Fargo Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and various institutional entities, offering wealth management, retirement plan advisory, family-office services, and sub-advisory solutions through a Core-and-Satellite investment framework.

John Hagan is a CFP® certificant with eight years of experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2018. Prior to this, he was involved with Hagan Home Building, LLC for 13 years. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by offering financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach focused on global diversification and market efficiency, managing several billion dollars in client assets across a multi-advisor practice.

Robert Vogel is a CFP® professional with 23 years of industry experience, currently practicing with Rockwood Wealth Management, LLC. His prior roles include positions at Mariner Wealth Advisors, JFS Wealth Advisors, Comprehensive Investment Solutions, LLC, and Vanguard Advisers. He serves on the board of directors and finance committee for Theatre Horizon in Norristown, PA. Rockwood Wealth Management provides financial planning and investment management to individuals, families, and related entities through a passive, globally diversified investment approach primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies. The firm operates as a large, multi-advisor practice focused on fee-only services and ongoing portfolio monitoring.

Courtney Durham is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2018. Prior to joining Rockwood, she worked at Merrill Lynch in 2017 and spent ten years with the Hatboro-Horsham School District. Rockwood Wealth Management provides financial planning, wealth management, and investment management services to individuals, families, and related entities, employing a passive investment approach with globally diversified portfolios primarily using mutual funds and ETFs. The firm operates as a multi-advisor practice from a single office and manages several billion dollars in client assets on a fee-only basis.

Todd Feder is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including The Vanguard Group, Inc. and National Life Group. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting using a research-driven approach that emphasizes asset allocation and diversification, supported by an Investment Committee and a range of specialized strategies.

Siddhi Malvankar is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Rockwood, Siddhi worked at Freudigman and Billings and also serves as an instructional coach providing tutoring in physics, math, and economics through an educational services company. Rockwood Wealth Management serves individuals, 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 and operates with a large multi-advisor team from a single office platform.

Phoebe O'Malley is a financial advisor with Rockwood Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at LPL Financial LLC, Kemp Harvest Financial Group, and Archer Investment Advisors. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios. The firm follows a passive investment approach with globally diversified allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.