Joseph Gaspari

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.

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.

Mark Ghazal is a financial advisor at Orion Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Morgan Stanley. Outside of his advisory role, he holds a 16% ownership stake in a family-held S corporation that operates a travel agency. Orion Financial Advisors provides discretionary wealth and portfolio management primarily for individual clients and trusts with an emphasis on non–high-net-worth households. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, utilizing diversified portfolios of low-cost ETFs, mutual funds, and occasionally individual securities.

Robert Stahler is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Anchored Financial Planning LLC and has previously worked at Edward Jones, Raymond James Financial Services, and Kennedy Investment Group. Outside of advisory work, he is also engaged in independent insurance sales. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients. The firm offers managed accounts and written financial plans, tailoring portfolios to client objectives, time horizon, and risk tolerance through a variety of strategies and conducts regular account reviews.

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.