Peggy Farley

Austin Neary is a financial advisor at PLAN2PROSPER LLC with 17 years of industry experience. He holds the Series 66 designation and has been with PLAN2PROSPER since 2009, following prior work at UBS Financial Services. PLAN2PROSPER LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts, and small businesses. The firm emphasizes an investment approach grounded in academic research and efficient‑market principles, offering non‑discretionary, tailored portfolio management primarily through mutual funds and ETFs.

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.

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.

John Fredrick is a ChFC®-designated financial advisor with 44 years of experience. He has worked at RockCrest Financial LLC since 2019 and previously held roles at Cypress Financial Planning and Cambridge Investment Research Advisors. RockCrest Financial is a fiduciary-registered advisory firm serving individuals, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, standalone private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive financial planning with integrated investment management under a flat-fee model.

Francis Den Dulk is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at AEM Asset Management, LLC since 2020 and previously at RRBB Asset Management, LLC from 2017 to 2020. AEM Asset Management, LLC provides investment advisory services to individuals, charitable organizations, and corporations, offering discretionary portfolio management and financial planning. The firm uses a combination of third-party money managers and model portfolios across various asset classes and employs both technical and fundamental analysis tailored to client objectives.

Brian Schaaf is a financial advisor at OneAscent Financial Services LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Nexus Peer Financial Coaching, and Regal Holdings. Outside of his advisory work, he is involved in data analysis and aggregation through co-ownership and sole ownership of businesses unrelated to investment management. OneAscent Financial Services LLC manages approximately $2.61 billion and serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.