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.