Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 63
Experience Industry experience
13 years
Location
Port Republic, NJ
Cetera
Institution
Gina Barcello Reed is a financial advisor at Cetera with 13 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America N.A., and Merrill. She serves as a trustee for the Port Republic Heritage Society, a local nonprofit focused on fundraising and event management. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Port Republic, NJ
Port Republic NJ
Advisors at this office
1
New Jersey
13 years of industry experience
Cetera Investment Advisors
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
El Segundo, CA
Morgan Stanley Private Bank, N.A
2020 - 2025 • 5 years
New York, NY
Morgan Stanley Smith Barney LlC
2020 - 2025 • 5 years
Toms River, NJ
Bank Of America N.A.
2014 - 2020 • 6 years
Toms River, NJ
Merrill
2014 - 2020 • 6 years
Toms River, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Linwood, NJ
Masters Legacy Planning
Todd Chamberlain is a financial advisor at Masters Legacy Planning with 23 years of industry experience. He has held roles at Commonwealth Financial Network and operates Chamberlain Financial Services. Outside of advisory work, he is involved in several business ventures including ownership of Waterway Holdings Group and its affiliated companies in commercial real estate and entertainment. Masters Legacy Planning serves individuals, business entities, trusts, estates, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a combination of internally managed strategies and third-party model portfolios and offers additional services such as bookkeeping, tax coordination, and management of variable annuity sub-accounts.
CFP®, Series 63, Series 65
Linwood, NJ
Masters Legacy Planning
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.
CFP®, Series 63, Series 65
Northfield, NJ
CRA Financial Services, L.L.C.
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.
CFP®, Series 66
Northfield, NJ
CRA Financial Services, L.L.C.
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.
Series 65
Northfield, NJ
CRA Financial Services, L.L.C.
John Hughes is a financial advisor at CRA Financial Services, L.L.C., holding a Series 65 designation. He has one year of industry experience, with prior roles at Tideline and Tomatoe's, as well as academic and community positions including at the University of Notre Dame and The Peddie School. CRA Financial Services is an SEC-registered wealth management firm serving individual clients and institutional retirement plans. The firm follows a Modern Portfolio Theory-based investment process tailored to client goals and manages approximately $1.69 billion in assets across a range of account types.
CFP®, Series 65
Northfield, NJ
CRA Financial Services, L.L.C.
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.
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