Rockwood Wealth Management, LLC

Samuel Feldbaum is a CFP® professional with 14 years of industry experience. He has been with Rockwood Wealth Management, LLC since 2016 and previously worked at Locust Capital Management from 2011 to 2016. Outside of his advisory role, he serves on the Finance Committee of the Bucks County Opportunity Council, an organization providing various self-sufficiency and community support services. 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 operates as a large multi-advisor team managing multi-billion-dollar assets from a single office.

Carlie Shorr is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Foundations Financial Partners and held roles in educational institutions including Temple University and Saint Joseph's 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 focusing on globally diversified portfolios primarily using mutual funds and ETFs.

John Helvie is a financial advisor at Rockwood Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. Prior to joining Rockwood Wealth Management in 2022, he worked in physical therapy roles at Fox Rehabilitation and Excel Physical Therapy. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses by providing comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily utilizing mutual funds and ETFs.

Travis Roe Raymond is a CFP®, CFA®, and Series 66-registered advisor with 14 years of industry experience. He has worked at Rockwood Wealth Management since 2019 and previously held roles at TIAA and BlackRock Investment Management. 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 multi-advisor team, single office platform, and policies such as refusing commission compensation.

Mark Arcidiacono is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. His prior experience includes roles at Charles Schwab & Co., Inc. and A.P. Lubrano Co - AXA Advisors. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily using mutual funds and ETFs, and manages multi-billion assets under management with a large multi-advisor team.

Robert Maloney is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Rockwood Wealth Management since 2024. Prior to this, he gained experience at Elliott-Lewis Corporation and CI Lawn Equipment. 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 and operates with multi-billion assets under management through a large multi-advisor team.

Jack Gawason is a CFP® and Series 65-licensed financial advisor with two years of industry experience, currently with Rockwood Wealth Management, LLC. Prior to joining Rockwood, he worked at Temple University and New Hope-Solebury High School. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios using mutual funds and ETFs, with a multi-advisor team managing multi-billion dollars in assets from a single office.

Jack Ventresca is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has been with Rockwood Wealth Management since 2024. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach using globally diversified portfolios primarily composed of mutual funds and ETFs.

Leigh Machion is a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA. They hold a Series 65 designation and have been with Rockwood Wealth Management since 2025. Prior to joining the firm, Leigh worked at the Advertising Specialty Institute and Turning Point. 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 mutual funds and ETFs.

Kimberly Evans is a CFP® and Series 65-licensed financial advisor at Rockwood Wealth Management, LLC with three years of industry experience. Prior to joining Rockwood in 2022, she worked at Wilmington Trust from 2018 to 2022. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses, providing comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios using primarily mutual funds and ETFs.

Kenny Bauer is a CFP® with 25 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2017. He has prior experience with The Marshall Financial Group, Inc. and WM. L. Marshall & Associates, Inc. Bauer is a certified boys lacrosse official and serves on the boards of the Captain Connor J. Bednarzyk, USA Memorial Fund and the Washington Crossing Council of the Boy Scouts of America. 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 operates with a large multi-advisor team from a single office platform.

John Collins is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Rockwood Wealth Management, LLC and has previously worked at Equitable Advisors, LLC and several other firms. 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 focused on globally diversified portfolios primarily using mutual funds and ETFs.

Michael Flaten is a financial advisor at Rockwood Wealth Management, LLC with eight years of industry experience. He previously worked at BlackRock Inc. and PNC Capital Markets. 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 mutual funds and ETFs.

James Gilmore is a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA, holding a Series 65 designation. He has been with Rockwood Wealth Management since 2025. Prior to his advisory role, he was involved with My Cooking Party from 2023 to 2025 and held positions at CloudKitchens and Gopuff. 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 while maintaining policies such as refusing commission compensation.

Adam Klazmer is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He is currently with Rockwood Wealth Management, LLC, where he has worked since 2022. Prior to that, he was with Equitable Advisors, LLC and Axa Advisors, LLC. Klazmer serves on the boards of Yashar Lachayal, the Jewish Federation of Greater Philadelphia, and the Anti-Defamation League. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses, providing comprehensive financial planning and investment management. The firm uses a passive, globally diversified investment approach with a multi-advisor team operating under policies that include no commission compensation and a formal Code of Ethics.