Blane C Tierney

Austin Neary is a financial advisor with Plan2Prosper LLC in Andover, NJ. He holds the Series 66 designation and has 18 years of industry experience, including a prior role at UBS Financial Services. Neary has led Plan2Prosper since 2009. Plan2Prosper LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts, and small businesses. The firm employs an investment approach based on academic research and efficient-market principles, offering non-discretionary portfolio management tailored to client goals and risk tolerance.

Matthew Donovan is a financial advisor at Whitetail Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2015 to 2021 before retiring for a year. Donovan also operates as a licensed insurance agent, dedicating approximately 20% of his time to that activity. Whitetail Wealth Management provides discretionary and non-discretionary asset management services tailored to client goals, time horizons, and risk tolerances. The firm uses fundamental analysis and may employ third-party sub-advisors with discretionary authority in managing client portfolios.

Peggy Farley is a financial advisor at Ascent Capital Management, Inc. with 3 years of industry experience. She holds a Series 65 designation and has been with Ascent Capital Management since 2004. Ascent Capital Management provides discretionary portfolio management for high-net-worth individuals and corporate accounts, focusing on U.S. equities and investment-grade fixed income. The firm emphasizes customized portfolio construction, combining quantitative screening with fundamental review and a defined sell discipline, managing portfolios typically consisting of 20–30 U.S. stocks across market capitalizations.

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.

Quin Ryan is an advisor at Momentum Wealth Planning with a Series 65 designation. He has been with Momentum Wealth Planning since 2026 and has prior experience at Inside Edge Advisory as well as various roles in hockey organizations from 2021 to 2025. Momentum Wealth Planning serves individuals, families, family offices, trusts, private foundations, and qualified retirement plans, offering discretionary investment management along with limited financial planning and retirement plan advisory services. The firm uses a tactical allocation framework incorporating momentum factors to tailor portfolios according to client objectives and risk tolerance.

Cal Cacciaguida is a CFP® professional with eight years of experience currently at Sterling Financial Planning Inc. He has held roles at Summit Financial, Purshe Kaplan Sterling Investments, and Morgan Stanley, among other firms. Sterling Financial Planning is a team-based registered investment adviser with eight advisors managing approximately $761 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering portfolio management, retirement plan consulting, and financial planning services tailored to each client’s objectives and risk tolerance.