Benjamin Greenlee

Stephen De Cesare is a CFP® professional with 26 years of industry experience, currently serving as the principal of De Cesare Retirement Specialists since 2008. His prior roles include positions at Triad Advisors, LLC, Royal Alliance Associates, Inc., Investment Advisors Asset Management, LLC, and Investment Advisors & Consultants, Inc. In addition to his advisory work, he is an independent insurance broker. De Cesare Retirement Specialists provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of quantitative and qualitative investment methods, offers both discretionary and non-discretionary services, and incorporates a range of strategies including leveraged and inverse funds as well as crypto-focused ETFs for clients with higher risk tolerance.

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

Edward Harrington Jr. is a CFP® with 39 years of industry experience. He has been with Financial Planning Professionals, Inc. since 1992 and previously worked at Securities Service Network, Inc. for 21 years. Outside of advising, he serves as a member of a condominium board and has ownership interests in a storage facility and related commercial properties. Financial Planning Professionals, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs global asset allocation model portfolios with active market timing and primarily focuses on ETF-based strategies implemented on a discretionary basis.

Phyllis Storms is a financial advisor at Arrington Financial Advisors, LLC with 17 years of industry experience. She holds the CFP®, CFA®, and Series 65 designations and has worked at Touchstone Financial Advisors since 2011. Arrington Financial Advisors provides financial planning and discretionary investment management to individuals, trusts, and estates. The firm employs a top-down investment approach combining active and passive strategies, serving a diverse client base including retail, institutional, and charitable entities.

Julie Mcnulty is a CFP® and ChFC® with 17 years of experience in financial planning and investment management. She has worked at Compass Financial Advisors and Financial Compass LLC since 2009. Financial Compass LLC is an independent, fee-only advisory firm that serves individuals, trusts, estates, and small businesses, with a dedicated focus on millennial and Gen Z clients. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, prioritizing tax efficiency, expense control, and client-specific risk management.

Edward Goldstein is a Certified Financial Planner® with over 22 years of experience in the financial services industry. He has been the principal advisor at Financial Life Planning, LLC since 2008. Financial Life Planning, LLC provides comprehensive financial planning, consulting, and portfolio management services to individuals, families, small business owners, trusts, estates, and retirement plan participants. The firm uses customized, diversified portfolios primarily consisting of ETFs, mutual funds, and individual securities, supported by continuous supervision and advanced planning tools such as Monte Carlo analysis.