Gregory Paul Gottlieb

Mary Gilbert is a Wealth Manager with Anchor Financial/ Raymond James Financial Services Advisors, Inc. in Linwood, NJ, holding a Series 7, Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at UBS Financial Services for 10 years, Merrill Lynch for 17 years and is a partner in Beacon Holdings LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and access to various managed account options and institutional resources.

Ann Minnium is a CFP® professional with 17 years of experience, currently operating as the sole advisor at Concierge Financial Planning, LLC since 2009. Her background includes long-term involvement with the Athena Investment Club and Wardlaw-Hartridge School. Concierge Financial Planning, LLC offers fee-only financial planning and advisory services primarily for individuals, families, trusts, small businesses, and charitable organizations, with a focus on clients aged 50 and older or those nearing retirement. The firm provides written analyses and specific investment recommendations without managing client accounts, employing a mix of fundamental, technical, and cyclical analysis and favoring low-cost, tax-efficient mutual funds and ETFs.

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.

Steven Boorstein is a CFP® professional with 27 years of experience in the financial industry. He has been with RockCrest Financial LLC since 2016 and is also a principal of Nomad Rx LLC, a company involved in real estate management and publishing. His background includes healthcare services at Kennedy Memorial Hospital/Jefferson Health and independent insurance work. RockCrest Financial LLC is a fiduciary-registered advisory firm serving individual clients, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive flat-fee financial planning that integrates investment management.

Richard Bertsch is a CFP® and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. The firm offers financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. Their investment approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading.