Ann Minnium is a CFP®-certified financial advisor with 16 years of industry experience. She has been the sole advisor at Concierge Financial Planning, LLC since 2009 and previously worked with the Athena Investment Club and Wardlaw-Hartridge School. Concierge Financial Planning, LLC is an independent, fee-only firm serving individuals—particularly those age 50 and older or nearing retirement—as well as trusts, small businesses, and charitable organizations. The firm provides customized financial planning and investment consultation through time-limited engagements, emphasizing long-term, buy-and-hold investment strategies using low-cost, tax-efficient funds. It offers educational workshops on financial topics, typically at no cost to participants.

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. He has been with RockCrest since 2023 and has also worked independently since 2022. Prior to his advisory career, he worked for GrubHub and DoorDash from 2020 to 2022. RockCrest Financial is a fiduciary-registered advisory firm serving individuals, families, trusts, and select business and charitable entities. The firm offers discretionary investment management, private-markets investment consulting focusing on 1031 DSTs and Opportunity Zone investments, and a flat-fee comprehensive financial planning service integrating investment management.

Todd Chamberlain is a financial advisor with Masters Legacy Planning, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His career includes roles at Commonwealth Financial Network and Chamberlain Financial Services. Outside of advisory services, he is involved as owner and president of several non-investment related business entities, including Waterway Holdings Group and an entertainment operating company. Masters Legacy Planning serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses written investment policy statements and ongoing portfolio monitoring, employing both internally managed and third-party model strategies, while also offering additional services such as bookkeeping, tax coordination, and management of variable annuity sub-accounts.

Douglas Cakert is a CFP® professional with 10 years of industry experience. He has been with TC Financial Management Co. since 2013. TC Financial Management provides portfolio management and comprehensive financial planning to individual clients, including high-net-worth households, as well as trusts and estates. The firm employs a long-term, allocation-driven investment approach using primarily no-load mutual funds and ETFs, with ongoing financial planning integrated into its advisory services.

Jonathan Chesshire is a financial advisor with Clearbrook Investment Solutions LLC, holding a Series 65 designation and 10 years of industry experience. He has been with Clearbrook LLC since 2009 and also worked at Sindia Capital Advisers, LLC starting in 2025. Outside of advising, he serves as president of East Coast Residential Services, a property care company servicing Ocean City, NJ. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and offers institutional-style reporting and oversight.

Jacob Mack is a CFP® professional with 24 years of industry experience. He is a principal at Masters Legacy Planning and has previous experience with Commonwealth Financial Network and Mlp3, LLC. Outside of his advisory role, he is a co-owner of Harvest Woodbine, LLC, an entity that owns farmland. Masters Legacy Planning serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting, implementing client strategies through written investment policy statements and ongoing portfolio monitoring using both internally managed strategies and third-party model portfolios.

Thomas Cakert is a CFP® professional with 21 years of industry experience. He has been with TC Financial Management, Co Inc. since 1992. TC Financial Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth households, as well as trusts and estates. The firm employs a long-term, allocation-driven investment approach using primarily no-load mutual funds and ETFs, integrating ongoing financial planning into its advisory services.

Matthew Eichert is a financial advisor with Market Street Wealth Management and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Market Street Wealth Management since 2011 and USA Financial Securities Corporation since 2005. Outside of advisory services, he is involved in tax planning and preparation for clients. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $715 million in client assets across a team of ten advisors.

Robert Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios according to client risk tolerances and goals, and offers a range of services including financial planning, consulting, portfolio management, and financial coaching.

Eric Sjolund is a financial advisor at Altitude Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Altitude Capital Management since 2015. He also operates Sjolund Financial Services, which he founded in 2003. In addition to advisory work, Sjolund is licensed as an insurance agent and dedicates up to 30% of his time to selling insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm’s approach is tailored to client goals and risk tolerance, offering discretionary portfolio management and consulting without account minimums.

Ralph Schellinger is a financial advisor with PTS Brokerage, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with PTS Brokerage since 2005. In addition to his advisory role, he works as an independent contractor selling life and health insurance products. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team that utilizes both fundamental and technical analysis to tailor portfolios to client needs.

Timothy Pashley is a CFA® charterholder with 37 years of industry experience. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. His prior roles include positions at Triad Hybrid Solutions, Summit Financial Group, and Cetera Investment Advisers. He is also the owner and president of PFS Capital Management, LLC. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Nichol Hoff is a wealth manager at Madison Avenue Securities, LLC with 23 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Hoff’s career includes roles at Oxford Retirement Advisors, Sturdy Financial Services, Raymond James Financial Services Advisors, and Cetera Investment Services. Outside of financial advising, she is an author and speaker on investment education, serves as a board member and president of the Dennis Township Board of Education, and works as a group fitness instructor at two fitness centers. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Robert Green Jr. is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked at Capitol Securities Management, Inc. since 2020 and previously spent six years at Boenning & Scattergood. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm utilizes a variety of investment vehicles and programs, managing assets through separately managed accounts and third-party money managers.

Thomas Fitzpatrick is a CFP® and PFS™ with 18 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. Fitzpatrick also serves as a CPA at Fitzpatrick, Bongiovanni & Kelly, P.C., where he performs tax preparation and financial planning. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, pension consulting, and college-savings services through multiple account platforms and programs.

Joseph Fumo is a CFP® with 13 years of industry experience, currently serving at Capitol Securities Management, Inc. since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2020. Outside of his advisory role, he owns a condominium rental business in Islamorada, Florida. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning and pension consulting. The firm manages assets through various programs and third-party managers, providing tailored investment approaches via discretionary and non-discretionary account management.

Diane Beamer is a financial advisor at Madison Avenue Securities, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PFS Capital Management and Oxford Retirement Advisors. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Richard Cioffi is a financial advisor with Capitol Securities Management, Inc. He holds Series 63, 65, and 66 licenses and has 28 years of industry experience. Prior to joining Capitol Securities Management in 2017, he worked at RBC Capital Markets from 2013 to 2017. Outside of his advisory role, he coaches the middle school varsity baseball team at St. Josephs Grade School. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through separately managed accounts and provides access to wrap fee programs and third-party money managers.