Austin Neary is the sole advisor at Plan2Prosper LLC, an independent firm based in Andover, NJ. He holds a Series 66 designation and has 18 years of industry experience, including time at UBS Financial Services. Neary has managed Plan2Prosper LLC since 2009. Plan2Prosper LLC offers integrated wealth management and financial planning for individuals, families, charitable trusts, and small businesses. The firm employs an investment approach based on academic research and efficient-market principles, focusing on diversified portfolios primarily composed of mutual funds and ETFs, and provides non-discretionary advisory services.

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® and holds a Series 66 license with seven years of industry experience. He currently works at Sterling Financial Planning Inc and previously held roles at firms including Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Morgan Stanley. Sterling Financial Planning is a team-based registered investment adviser with eight advisors and approximately $761 million in assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering customized investment programs and a range of portfolio management and consulting services.

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.

Ross Weiner is a CFP® professional with 17 years of industry experience. He has been with Sterling Financial Group since 2007. Sterling Financial Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $672 million and employs a tailored investment approach using mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Nicholas Nicolette is a CFP® professional with over 21 years of industry experience. He has been with Sterling Financial Planning Inc. and Sterling Financial Group, Inc. since 1992 and has been self-employed since 1982. Sterling Financial Planning serves individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and leverages institutional research and technology from major custodians such as Schwab and Fidelity.

Glen Thomas is a CFA® charterholder with 19 years of industry experience. He has been with Sterling Financial Planning Inc and Sterling Financial Group, Inc. since 2001. Sterling Financial Planning serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting under ERISA. The firm manages approximately $672 million across client accounts and employs a mix of fundamental and technical analysis with various investment strategies.

Deanna Iannuzzi is a financial advisor at Sterling Financial Planning Inc with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Sterling Financial Group since 2002. Outside of her advisory role, she works as an independent sales representative for Avon Products. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of investment strategies across mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Richard Sanchez is a financial advisor at Sterling Financial Planning Inc with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securities America Advisors, Kestra Advisory Services, and Avantax Advisory Services. Sanchez is based in Sparta, NJ, and is part of a seven-advisor team. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and typically uses major custodians like Schwab and Fidelity to support its clients’ objectives.

Constance Millahn is a CFP® and Series 66 credentialed financial advisor at Sterling Financial Planning Inc with 12 years of industry experience. She has worked at Sterling Financial Planning since 2017 and previously spent one year at RBC Capital Markets, LLC. 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 tailored portfolio management, retirement plan consulting, and standalone financial planning services.

Jared Bailey is a financial advisor at OneAscent Financial Services LLC with over 15 years in the industry. He holds the Series 66 designation and previously worked at LPL from 2011 to 2025 before joining OneAscent. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions through various advisory teams. The firm offers a range of services including asset management, financial planning, and consulting, using individualized asset-allocation strategies and multiple platform solutions.

James Rich is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Quotient Wealth Partners, LLC. He previously worked at Goldman Sachs Personal Financial Management for seven years and held a position with the United Postal Service. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios with tax-aware strategies and uses multiple custodians and technology platforms to manage client assets.

Brian Schaaf is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining OneAscent, he worked at Purshe Kaplan Sterling Investments and Nexus Peer Financial Coaching. Outside of his advisory role, he co-owns and operates two data analysis and aggregation businesses, Cobalt Capital Group LLC and True Edge LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting through multiple advisory teams and various investment platforms.

Scott Mackenzie is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Insight Private Advisors. He is involved in insurance sales and marketing activities across multiple entities, including serving as a managing member of a fixed insurance sales firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services through individualized strategies, model-based platforms, and third-party manager oversight.

Theresa Markham is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lexington Avenue Capital Management LLC and operated Markham Asset Management LLC. Outside of her advisory work, she serves as Treasurer for the Vernon Chamber of Commerce, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a mix of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through a large enterprise platform.

Blane Tierney is a financial advisor with Realta Investment Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. He has worked with Realta since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension plans, and institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance and offers portfolio management through various strategies and third-party managers.

Edward Munoz is a financial advisor at FourStar Wealth Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Principal Securities, and MetLife Securities. Outside of his advisory role, Munoz serves as a soccer referee in Sparta Township, NJ. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs both fundamental and technical analysis to tailor discretionary portfolios across various asset classes and also manages private funds.

Mark Charnet is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with CoreCap Advisors since 2018 and also serves as president of American Prosperity Group, Inc., an insurance and annuity sales business operating under a franchising model. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an emphasis on long-term, relationship-oriented investment strategies.