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.

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.

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.

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.

Sarah Elia is a financial advisor at The Wealth Boutique with a Series 65 designation and seven years of industry experience across multiple firms, including Bank of America and Crosby Private Wealth Advisors. Her background also includes roles outside of finance, such as working in education with the Pinelands Regional School District and in the hospitality sector. The Wealth Boutique provides financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm employs a financial-planning-led, holistic approach that integrates fundamental and technical analysis, offering tiered planning packages and access to private funds for qualified investors.

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.

Samantha Swiderski is a financial advisor at CRA Financial Services, L.L.C. with a Series 65 credential and three years of industry experience. Prior to joining CRA Financial Services in 2021, she held positions at Ocean Casino Resort, Simply Nail & Spa, Woodmere Senior Housing, and Spotswood High School. 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 clients’ risk tolerance, time horizon, and goals, with diversified allocations across multiple asset classes.

Gordon Shearer Jr. is a CFP® with 20 years of experience in financial advising. He is currently with CRA Financial Services, L.L.C. and is also affiliated with Capaldi, Reynolds & Pelosi, P.A. His prior experience includes roles at Comprehensive Advisors, LLC, Integrity Investment Advisors, LLC, National Planning Cooperation, Comprehensive Financial Professionals, LLC, and Shearer Josuweit & Company. 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 risk tolerance and goals, utilizing a diversified allocation across asset classes with discretionary and non-discretionary management options.

Jarman Reilly is an advisor with CRA Financial Services, L.L.C., holding a Series 65 designation and beginning his industry career in 2025. His prior experience includes roles at Morgan Stanley and various seasonal and educational positions. CRA Financial Services is an SEC-registered wealth management firm serving individual and institutional clients with financial planning, consulting, and portfolio management services. The firm manages approximately $1.69 billion in assets and bases its investment approach on Modern Portfolio Theory, tailoring portfolios to client-specific risk tolerance and objectives.

Gail Mackler Carlino is a financial advisor at Prospera Financial Services, Inc. with 41 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes twelve years at Wells Fargo Advisors and seven years at Janney Montgomery Scott. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Kurt Lawn is a financial advisor with IP Financial Advisory Services LLC, holding the PFS™ and Series 63 credentials and bringing 27 years of industry experience. He previously worked at Avantax Investment Services, Inc. for eight years and has operated Lawn Financial Services since 1996. In addition to advising, he provides individual and business income tax preparation and accounting services during the tax season. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and offering specialized advisory services including actuarial and insurance consulting.

Carol Schmidlin is a financial advisor with Prosperity Capital Advisors and holds Series 63 and Series 65 licenses. She has 30 years of industry experience, including roles at J.W. Cole Advisors, GF Investment Services, and Franklin Planning, where she is also co-owner. Outside of advising, she is a licensed insurance agent and author of the book "FED SAVVY," which she markets through various channels. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative strategies.