Craig Emil Sargent

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.

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.

Scott Champion is a financial advisor at Champion Financial & Tax Services, LLC in Sewell, NJ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Linsco Private Ledger since 2006 while operating his own firm since 2001. His practice includes both investment advisory and tax preparation services, with licensure as an insurance agent. Champion Financial & Tax Services manages approximately $30 million in discretionary portfolios primarily for individual clients, focusing on growth-oriented equity selection based on fundamental and technical analysis. The firm combines investment management with tax planning and insurance services, offering integrated updates during tax season without accepting commissions or custodial research payments.

Aimee Baehr is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at TA Capital Management, LLC. She has been associated with Total Alignment Wealth Advisors since 2013. In addition to her advisory role, she owns and operates a small home-based company providing clerical and administrative services. TA Capital Management offers wealth management services including asset management and financial planning to individuals, trusts, estates, and business clients. The firm emphasizes personalized portfolio construction and regular financial plan reviews, managing assets primarily on a non-discretionary basis and maintains operational affiliation with Total Alignment Wealth Advisors to leverage shared resources and software.

William Lafferty is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently affiliated with TA Capital Management, LLC and has worked at Total Alignment Wealth Advisors since 2018. Prior to that, he was involved with The Warwick Tavern and Rowan University. TA Capital Management provides wealth management services including asset management and financial planning to individuals, trusts, estates, and businesses. The firm manages approximately $439 million for around 90 clients, typically offering customized portfolio construction and planning with a focus on non-discretionary management and client trade approval.

James Burkeitt is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Chesapeake Capital Management, LLC and has prior experience at ProEquities, Inc and Capital Financial Services Corp, where he also serves as Vice President and advisor. Chesapeake Capital Management, LLC is a team of seven advisors serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers both discretionary and non-discretionary advisory solutions, supplements investment work with client communications and education, and sponsors a wrap-fee program.