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®-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. 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.

Douglas Cakert is a CFP® professional with 11 years of experience in the financial industry. He has been with TC Financial Management Co. since 2013. TC Financial Management provides discretionary portfolio management and ongoing financial planning to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, allocation-driven strategies using no-load mutual funds and ETFs, with continuous monitoring and individualized investment plans.

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® 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.

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 discretionary portfolio management and ongoing financial planning to individuals, trusts, and estates. The firm serves both high-net-worth and non-HNW clients with a long-term, allocation-driven investment approach using primarily no-load mutual funds and ETFs, avoiding market timing and technical analysis.

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.

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.

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.

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.

Jeffrey Hilliard is a CFP® professional with 19 years of experience in the financial services industry. He has worked at CRA Financial Services, L.L.C. since 2017 and previously held roles at The Pillar Strategies, Triad Advisors, Inc., and Prestige Wealth Management. In addition to his advisory work, he serves as an adjunct professor at Rowan University. 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 process is based on Modern Portfolio Theory and is tailored to clients’ risk tolerance, time horizon, and goals, with offerings that include discretionary and non-discretionary portfolio management across multiple asset classes.

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.

Thomas Reynolds is a financial advisor at CRA Financial Services, L.L.C. with 21 years of industry experience. He holds the Series 66 designation and has been with CRA Financial Services since 1999. Reynolds is also involved in contract tax preparation during the tax season through Capaldi, Reynolds & Pelosi, P.A. CRA Financial Services 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’s investment approach is based on Modern Portfolio Theory and tailored to client-specific risk tolerance and goals, utilizing a diversified allocation across various asset classes.

Jennifer Colon is a financial advisor with CRA Financial Services, L.L.C. in Northfield, NJ. She holds a Series 66 designation and has 20 years of industry experience, all with CRA Financial Services since 2002. CRA Financial Services is an SEC-registered wealth management firm serving individual clients, retirement plans, and institutional clients. The firm’s investment approach is based on Modern Portfolio Theory and is tailored to client risk tolerance and objectives, managing approximately $1.69 billion in assets across a variety of account types and investment strategies.

Donna Savastani is a financial advisor with CRA Financial Services, L.L.C. She holds the Series 66 designation and has 17 years of industry experience, all with CRA Financial Services since 2009. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients. CRA employs an investment approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk tolerance and goals while utilizing a range of asset classes and strategies.

Robert Martin is a CFP® and Series 66 licensed advisor with 19 years of industry experience. He has been with CRA Financial Services, L.L.C. since 2012. Outside of his advisory role, he is the sole owner of a rental property in Sewell, NJ. CRA Financial Services is an SEC-registered wealth management firm serving individual and institutional clients. The firm applies a Modern Portfolio Theory-based approach, tailoring portfolios to client risk tolerance and objectives, and manages approximately $1.69 billion in client assets across various account types.