Steven Boorstein

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.

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.