Gina Barcello Reed

Todd Chamberlain is a financial advisor with Masters Legacy Planning, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His career includes roles at Commonwealth Financial Network and Chamberlain Financial Services. Outside of advisory services, he is involved as owner and president of several non-investment related business entities, including Waterway Holdings Group and an entertainment operating company. Masters Legacy Planning serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses written investment policy statements and ongoing portfolio monitoring, employing both internally managed and third-party model strategies, while also offering additional services such as bookkeeping, tax coordination, and management of variable annuity sub-accounts.

Jacob Mack is a CFP® professional with 24 years of industry experience. He is a principal at Masters Legacy Planning and has previous experience with Commonwealth Financial Network and Mlp3, LLC. Outside of his advisory role, he is a co-owner of Harvest Woodbine, LLC, an entity that owns farmland. Masters Legacy Planning serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting, implementing client strategies through written investment policy statements and ongoing portfolio monitoring using both internally managed strategies and third-party model portfolios.

Joseph Mccaffrey is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with CRA Financial Services, L.L.C., where he has worked since 2020, following five years at Nuveen Investments. CRA Financial Services, L.L.C. offers comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to clients’ risk tolerance, time horizon, and goals, utilizing a range of asset classes and manager allocations.

Matthew Reynolds is a CFP® and holds a Series 66 license, with 21 years of industry experience. He has been with CRA Financial Services, L.L.C. since 1999 and is also associated with Capaldi, Reynolds & Associates P.A. outside of his role at CRA. CRA Financial Services, L.L.C. provides comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to client-specific risk tolerance, time horizon, and goals, utilizing a diverse range of asset classes and occasionally employing options and structured exposures.

Philip Tompkins is a CFP® with three years of industry experience, currently serving as an advisor at CRA Financial Services, L.L.C. since 2021. His prior experience includes roles at Stockton University, Undici Taverna, Brookdale Community College, and Middletown High School South. CRA Financial Services, L.L.C. provides wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm employs a Modern Portfolio Theory-based investment process tailored to client goals and risk tolerance, managing portfolios across multiple asset classes and utilizing both discretionary and non-discretionary strategies.

Jeffrey Hilliard is a CFP® professional with 19 years of experience in the financial services industry. He has worked at CRA Financial Services, L.L.C. since 2017 and previously held roles at The Pillar Strategies, Triad Advisors, Inc., and Prestige Wealth Management. In addition to his advisory work, he serves as an adjunct professor at Rowan University. CRA Financial Services, L.L.C. provides comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment process is based on Modern Portfolio Theory and is tailored to clients’ risk tolerance, time horizon, and goals, with offerings that include discretionary and non-discretionary portfolio management across multiple asset classes.