Benjamin John Ott

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.

Jared Gruccio is the sole advisor at Advice To Thrive and holds the Series 63 and Series 65 designations with 15 years of industry experience. He previously worked at GWN Securities Inc for 14 years before founding Gruccio Financial, LLC. Gruccio serves on the Board of the Greater Vineland Chamber of Commerce and is a partner in a tax planning and consulting firm, Clement Tax Services, LLC. Advice To Thrive provides discretionary investment management along with bundled financial services such as financial, tax, estate, and insurance planning for business owners, high-net-worth individuals, and multigenerational families. The firm employs fundamental analysis, strategic asset allocation, and Modern Portfolio Theory to build primarily long-term portfolios, while also incorporating short-term and hedging strategies as needed.

Michael Cherrey is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led MDC Financial Consulting, LLC since 2001 and has operated his own CPA and financial planning practice since 1997. MDC Financial Consulting provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan sponsors. The firm develops individualized investment policy statements and implements balanced, asset-allocation portfolios, offering discretionary portfolio management and educational workshops, including services for institutional accounts and employee education programs.

Michael Saler is a financial advisor with Forged Path Wealth Advisors LLC in Blackwood, NJ. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Puff Wealth Management LLC and Trinity Wealth Securities LLC. Outside of his advisory work, he volunteers as an assistant baseball coach at Haddonfield Memorial High School. Forged Path Wealth Advisors is a fee-based registered investment adviser serving individuals and high-net-worth clients. The firm offers financial planning and portfolio management services, using a combination of fundamental company analysis and Modern Portfolio Theory to build diversified asset allocations with both passive and selective active strategies.

Alex Perricone is a CFP®-designated financial advisor with four years of industry experience, currently operating as the sole advisor at A.M. Perricone LLC in Shamong, NJ. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. In addition to his advisory work, he is active as a licensed insurance agent. A.M. Perricone LLC provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a blend of fundamental analysis, modern portfolio theory, and factor-based strategies to create tax-aware portfolios managed on a discretionary basis, often utilizing third-party managers and custodial platform features.

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.