Mary Kay Gilbert

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.

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.

Aiden Boorstein is a CFP®-certified financial advisor at RockCrest Financial LLC with two years of industry experience. Before joining RockCrest in 2023, he was self-employed and worked in the gig economy with GrubHub and DoorDash. RockCrest Financial serves individuals, families, trusts, and selected business and charitable entities, including high-net-worth clients, offering flat-fee comprehensive financial planning combined with investment management and specialized consulting on private real estate investments. The firm emphasizes a values-based planning approach with coordination of professional advisors and delivers discretionary portfolio management as part of bundled planning services.

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.