Dr. Michael Gelb is a world-renowned airway-centric dentist and co-founder of The Gelb Center in New York City. With a focus on TMJ disorders, sleep-disordered breathing, and craniofacial pain, Dr. Gelb has helped pioneer integrative approaches that connect dental health with whole-body wellness. A respected author, educator, and innovator, he is widely recognized for his contributions to the fields of airway medicine and functional dentistry.

Ken Rosenfield , CPA, is the Founding Partner of Rosenfield & Company, PLLC., a nationally recognized accounting and advisory firm specializing in automotive, medical practices and professional services. With decades of experience in mergers, acquisitions, tax strategy, and financial consulting, Ken is a trusted advisor to business owners and industry leaders across the country. His forward-thinking approach and deep industry knowledge have made him a go-to expert for complex financial and operational challenges.

Paul GriegoPaul Griego, President of LodeStar Re, brings over 26 years of leadership experience in the automotive and reinsurance industries. Throughout his career, he has earned a reputation as a respected thought leader and catalyst consistently driving innovation and excellence across the Services sector.

He has extensive expertise in the formation and administration of advanced participation structures across various service industries, including Controlled Foreign Corporations (CFCs), retros, Super CFCs, and Domestic Offshore Warranty Companies (DOWCs). With specialized knowledge of the regulatory, legal, and financial frameworks relevant to dental service organizations and practices, he works collaboratively with regulators, CPAs, legal counsel, financial institutions, and insurers to develop and implement customized structures and strategic solutions that address the distinct needs of dental professionals and organizations.

Paul graduated from the University of New Mexico with a Bachelor of Science degree in Economics, complemented by a minor in Environmental Science. An avid sports enthusiast, he also enjoys traveling, cooking, and expanding his knowledge of wine. Paul and his wife, Angelic, reside in Albuquerque, New Mexico, with their daughter, Olivia. Their family is deeply committed to community service, actively participating in the Make-A- Wish Foundation through wish granting and fundraising initiatives.

Jesse strives to empower his clients with high confidence, rooted in his thoughtful and practical approach to investing and planning. To achieve this, he works with his team to provide clarity, structure, and confidence to his clients' finances and provide them with the information and guidance they need to make decisions. This includes working to understand the complexities of clients’ lives and proposing practical and relevant recommendations.

He is a seasoned financial professional who, before joining Raymond James in 2021, had been with Wells Fargo Advisors since 2005. Prior to that, he worked on the Philadelphia Stock Exchange as a trader and equity specialist starting in 1997. He relies on this experience and expertise to advise clients on how a sound investment plan can help them better navigate their life’s journey.

Jesse is a graduate of LaSalle University, where he earned a Bachelor of Science in business administration. Additionally, he has also earned the Certified Retirement Counselor® professional designation. Among his clients, he counts individuals, families, non-profits, foundations, insurance companies, reinsurance companies, and private wealth clients. His holistic approach encompasses a wide range of financial services, including retirement planning, tailored investment management, and estate and legacy planning.

Jesse is a member of the Rotary Club of Hatboro, Pennsylvania, since 2006 and is a past president and Paul Harris Fellow. He also serves on the finance committee of his church, St. Robert Bellarmine Church in Warrington. In his spare time, he enjoys golfing, hunting, fishing, and cooking. He and his wife, Molly, have five children: Mavis, Martha, Kendrick, Nellie, and Harry. Jesse grew up in Huntingdon Valley, PA, and now lives in Warrington, PA.

Brian manages customized equity and fixed income portfolios for foundations, insurance companies, reinsurance companies, and private wealth clients. He actively manages taxable and tax-efficient portfolios tailored to each client’s needs and seeks to develop portfolios providing liquidity while delivering risk-adjusted returns.

He has a passion for seeing his clients succeed, dedicating his career to providing them with the guidance, information, and experience they need. He works to truly inform his clients about the investments in their portfolios so they can understand “what they own and why they own it.” As a hands-on advisor, he follows a rigorous investment process and philosophy. Brian recognizes the importance of the assets he manages for his clients and the value they represent to their lives and businesses. Integrity and hard work define his practice.

He is a graduate of Ave Maria University in Florida. As an alumnus, he is a member of the President’s Council. His community activities also include membership to Trout Unlimited, The Bond Club of Philadelphia, and the Fixed Income Analyst Society, Inc. He was the township supervisor of Plumsted Township from 2016 to 2021.

Brian lives in Doylestown, with his wife, Erika and two kids. Outside the office, he enjoys sports and the outdoors, particularly golf and fly fishing.