Gina Barcello Reed

James Hammerstedt Jr. is a financial advisor at Vici Advisors LLC with a Series 65 designation and one year of industry experience. He has held roles in various business ventures, including GaudHammer Gaming Group, Inc, Archerview, LLC, and Fabietti, Hale, Hammerstedt, & Powers, P.A. since 2021. Vici Advisors LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans by providing financial planning and a selection-of-other-advisers model rather than direct portfolio management. The firm refers clients to third-party advisers for investment implementation and offers standalone financial planning without ongoing reporting by default.

Andrew Donoghue is a financial advisor at AMD Wealth Management LLC in Northfield, NJ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at JPMorgan Chase and Hornor, Townsend & Kent, LLC. Outside of advisory work, he serves as a non-selling registered assistant at Cambridge Financial Group, assisting with insurance and investment activities. AMD Wealth Management LLC provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, employer plan sponsors, businesses, and charitable organizations. The firm combines passive and active investment strategies based on individualized policies, offering a range of planning and retirement consulting services.

Todd Chamberlain is a financial advisor at Masters Legacy Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and Chamberlain Financial Services. Outside of advisory work, he owns and leads several business entities involved in commercial real estate, entertainment operations, and farmland holdings. Masters Legacy Planning serves individuals, high-net-worth clients, business entities, trusts, estates, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs written investment policy statements and ongoing portfolio monitoring, utilizing both internal strategies and third-party model portfolios through Commonwealth Financial Network platforms.

Jacob Mack is a CFP® with 25 years of industry experience, currently serving at Masters Legacy Planning. He previously worked at Commonwealth Financial Network for 12 years before joining Mlp3, LLC, where he has been since 2018. Outside of his advisory role, he is co-owner of Harvest Woodbine, LLC, an entity owning farmland. Masters Legacy Planning serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm combines internal and third-party model portfolios with in-house tax coordination and bookkeeping services, and maintains an affiliated insurance activity conducted by a licensed agent.

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.