Zhe Chen

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.

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.

Cal Cacciaguida is a CFP® professional with seven years of experience in financial advising. He is currently with Sterling Financial Planning Inc, where he has worked since 2023. His prior experience includes roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Morgan Stanley. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, trusts, and estates. The firm offers portfolio management and retirement plan consulting, tailoring investment programs using a mix of fundamental and technical analysis across various securities.

Matthew Hannum is a CFP®, CFA®, and Series 66 registered advisor with 21 years of industry experience. He has been with Sterling Financial Planning Inc since 2003. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. Sterling Financial Planning manages approximately $672 million and employs a range of investment strategies across mutual funds, ETFs, and individual securities.