Members Wealth LLC

Timothy Macarak is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Members Wealth LLC since 2023 and previously held roles at CS Planning Corp., Bryn Mawr Capital Management, LLC, and West Capital Management. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses, providing investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios of low-cost mutual funds, ETFs, and other securities tailored to client goals and risk tolerance.

Stuart Caplan is a financial advisor with Members Wealth LLC in Media, PA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Members Wealth in 2024, he worked for APEX Financial Advisors, Inc. from 2011 to 2024. He serves as an advisory board member for the California NanoSystems Institute, providing advice on C-suite compensation and investor presentations. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios tailored to client objectives using low-cost mutual funds, ETFs, and other securities.

Timothy Thomas is a financial advisor at Members Wealth LLC with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked with firms including CS Planning Corp., Integrative Investing, and Hoey Investments. His background also includes roles outside finance at Cate School and Swell Athletic Club. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses, providing investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and long-term portfolio strategies using low-cost mutual funds, ETFs, individual securities, and options, tailoring portfolios to clients’ objectives and risk tolerance.

Isaac Martin is a financial advisor at Members Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Capital Management and Wilmington Trust. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and long-term portfolio construction using low-cost mutual funds and ETFs, along with stocks, bonds, and options tailored to client objectives and risk tolerance.

Dane Czaplicki is a CFA® charterholder with 19 years of industry experience. He is currently with Members Wealth LLC and has held positions at firms including West Capital Management and Long Short Advisors. Outside of his advisory role, he manages a real estate rental business. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting, employing a fundamental, long-term investment approach with diversified portfolios tailored to client objectives and risk tolerance.