David Lawrence Way

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.

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 affiliated with Total Alignment Wealth Advisors since 2013. In addition to her advisory role, she owns a home-based administrative services company that provides clerical support unrelated to investment activities. TA Capital Management offers wealth management services including asset management and financial planning for individuals, trusts, estates, and business clients. The firm emphasizes personalized portfolio construction and financial plans, often managing assets on a non-discretionary basis and leveraging a formal sub-adviser relationship with Total Alignment Wealth Advisors.

William Lafferty is a CFP® with six years of industry experience, currently advising through TA Capital Management, LLC. He has previously worked at Total Alignment Wealth Advisors and has experience outside finance at The Warwick Tavern and Rowan University. TA Capital Management provides wealth management services to individuals, trusts, estates, and business clients, focusing on separately custodied accounts with tailored portfolio management and financial planning. The firm emphasizes client involvement in investment decisions, managing a substantial portion of assets on a non-discretionary basis.

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.