Samuel John Rodio Jr.

Edward Harrington Jr. is a CFP® professional with over 40 years of experience in financial advising. He has been with Financial Planning Professionals, Inc. since 1992 and worked previously at Securities Service Network, Inc. from 1998 to 2019. Harrington is licensed to sell various insurance products and serves as a member of a condominium board. Financial Planning Professionals, Inc. is an independent registered investment adviser providing discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or institutional clients. The firm employs model-based, active global asset-allocation strategies tailored to client goals and risk tolerances, offering regular reviews and tax-aware management.

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.

William Lafferty is a CFP® professional with six years of industry experience, currently serving as an advisor at Total Alignment Wealth Advisors, LLC since 2018. Prior to joining the firm, he worked at The Warwick Tavern and Rowan University. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by providing private family office services, comprehensive financial planning, and investment consulting. The firm focuses on scenario-based planning, coordinates with clients’ outside portfolio managers, and employs both fundamental and technical analysis to support its recommendations.