John Foligno has 30+ years of professional work and coaching/mentoring experience, which includes over 10 years of running his own business. Through empathy, active listening and thoughtful counsel, he lives his personal mission by inspiring people to overcome the roadblocks that prevent them from accomplishing their goals, and helps them to find enlightenment, fulfillment, and financial well-being. He specializes in supporting high-net-worth households, although he enjoys working with all manner of people. As a business owner, John learned the hard way how much he would have benefited from a financial steward who understands the myriad challenges of running a business. That experience, coupled with his passion for financial planning, enables him to relieve business owners of the day-to-day concerns of reaching their financial goals, which frees them to focus on their growth and ultimate exit strategy. As a graduate of Syracuse University’s Whitman School of Management, John studied finance and marketing. John is a member of NAPFA, whose members completed a broad-based advanced education program in financial planning and are trained to provide coordinated advice on issues surrounding a client’s entire financial picture. When he is not fulfilling his fiduciary obligation of putting his client’s interest first, John is sharing time with his wife, Michelle, his daughter, Ruby, and their golden retriever, Honey. He enjoys a healthy lifestyle of strength conditioning and hiking as well as watching sports and reading. John is a first-degree black belt in Goju karate that guides his disciplined approach. He volunteers his time for the honor of helping people with limited financial education to make more informed decisions and has been featured in financial planning media journals to share his insights.

Uday Gogate is the sole advisor at Gogate, Uday S., an independent firm based in North Brunswick, NJ. He holds a Series 65 credential and has 17 years of industry experience, having worked at his current firm since 2009. Gogate, Uday S. provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored asset allocation and income-generating securities, managing approximately $26 million across a limited client base with a $400,000 minimum initial investment.

Sylvester Knox is the principal of The Knox Group Wealth Management, an independent firm based in Short Hills, NJ. He holds Series 63 and Series 65 licenses and has 36 years of experience in the financial industry, including previous roles at Merrill and Bank of America. Knox serves as an advisory board member for Newark Emergency Services for Families, a nonprofit organization focused on feeding and caring for the homeless. The Knox Group Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach emphasizes mid- and large-cap equities through a blend of fundamental screening and technical timing, managing portfolios on a discretionary basis with a mix of ETFs, mutual funds, and individual securities.

Eric Nelson is the sole advisor at Abe Capital Management, LLC, where he has provided investment advisory services since 2010. He holds a Series 65 credential and has 16 years of industry experience. Prior to founding Abe Capital Management, his professional background details are not disclosed. Abe Capital Management offers discretionary asset management to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios composed of equities, bonds, ETFs, mutual funds, options, and private investments, while providing continuous supervision and quarterly reporting.

Berat Pehlivanoglu is the sole advisor at PFS Capital, LLC, with four years of industry experience. He is the founding member and managing director of two financial advisory and consulting firms focused on trade, corporate, and project finance loan transactions in emerging markets, based in the U.S. and Turkey. He is involved in the financial management of these entities but not in their day-to-day operations. PFS Capital, LLC is a registered investment adviser serving institutional clients, businesses, and individual investors. The firm employs a multi-strategy investment approach combining fundamental, technical, and proprietary analysis to manage diversified portfolios tailored to clients’ goals and risk tolerance.

Matthew Howard is the sole advisor at Howard-Martin Capital Group, LLC, an independent firm based in Parlin, NJ. He holds a Series 65 designation and has 12 years of industry experience. Since founding the firm in 2013, he has focused on serving individual investors as well as charitable and business organizations. Howard-Martin Capital Group provides investment planning, portfolio management, and investment vehicle analysis, applying both fundamental and technical analysis alongside proprietary methods. The firm operates under a fiduciary standard, emphasizes low-cost implementation, and primarily offers non-discretionary portfolio management while utilizing both institutional and automated platforms for strategy execution.

Hi there! I'm Jenna VanLeeuwen, a CERTIFIED FINANCIAL PLANNER™ professional and founder of Aligning Wealth. We guide purpose-driven people through life's most consequential transitions — retirement, career pivots, business exits, and major liquidity events — translating financial success into the lives our clients actually want to live. Our work integrates comprehensive financial planning and tax-efficient investment management under one roof. That means your portfolio isn't managed in isolation from the rest of your financial life — asset location, tax planning, retirement income strategy, and your long-term goals all inform how your investments are structured and managed. For many of our clients, this looks like maximizing tax advantages, building sophisticated retirement income strategies, and managing investments aligned to their full financial picture. For others, it means expert guidance through business exits, liquidity events, or legacy planning. Most importantly, our partnership empowers you to step into the next chapter with confidence and clarity, building on the same vision and values that have carried you this far. Let's build something meaningful together, starting with a complimentary 45-minute introductory call. Visit www.aligningwealth.com to schedule.

Cody Love is affiliated with Love Wealth Management LLC and holds a Series 65 designation. He has 10 years of experience working at The Port Authority of New York and New Jersey. Love Wealth Management LLC is a newly organized state-registered investment adviser serving individuals, high-net-worth clients, families, retirement plans, and other entities. The firm offers financial and retirement planning, portfolio management, and uses fundamental analysis and strategic asset allocation, including ESG-focused strategies, with a flat, fixed-fee and project-based pricing structure.

Joseph Iraci is a financial advisor with Phoenix-Veritas Wealth Management, holding a Series 65 license and 17 years of industry experience. His career includes roles at JP Morgan Chase Bank, Robinhood Markets, and TD Ameritrade. Outside of advising, he serves as adjunct faculty at New Jersey City University and St. John's University and manages a restaurant in Vermont. Phoenix-Veritas Wealth Management provides financial planning and investment advice primarily through digital content and publications, serving self-directed investors who seek education and consultation. The firm combines fundamental and technical analysis and emphasizes educational materials distributed via multiple platforms alongside one-on-one consultations.

Thomas Gaffney is a financial advisor at Westport Advisory with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Deutsche Bank Securities Inc and the Tepper School of Business prior to founding Westport Advisory. Westport Advisory provides wealth management and financial planning primarily for individuals and high-net-worth clients. The firm employs a fee-only model and an investment approach that combines asset allocation based on modern portfolio theory with both passive funds and fundamental and cyclical analysis, managing accounts on a non-discretionary basis with client approval for trades.

Michael Charles is a financial advisor at Amarna Capital Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Craft Capital Management LLC and Paulson Investment Company, LLC. Amarna Capital Partners provides fee-based investment advisory services to institutional and individual clients, focusing on custom portfolio management and advisory work. The firm employs a tactical asset-allocation strategy combining top-down and bottom-up analysis and offers non-discretionary management using a variety of investment instruments.

Denny Frasiolas is a financial advisor at Retirement Income Advisory Group LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Retirement Income Advisors, LLC and USA Financial Securities Corporation. Outside of advisory work, he owns an insurance agency focused on Medicare plans and employee benefits and is an author of financial books. Retirement Income Advisory Group LLC is an independent, fee-based advisory firm serving individuals and high-net-worth clients with discretionary asset management and modular financial planning. The firm also offers educational seminars and engages institutional sub-advisors while providing business exit planning and other business-related services.

Roman Mordkovich is the sole advisor at Mordkovich Capital, LLC, an independent firm based in Westfield, NJ. He holds the CFA® designation and has 12 years of industry experience, having founded Mordkovich Capital in 2013. Mordkovich Capital serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios and employs both traditional and higher-risk trading strategies, including performance-based fee arrangements for qualified investors.

Anand Narayan is the founder of Kenobi Wealth and holds a Series 65 credential with one year of experience in financial advising. Prior to establishing Kenobi Wealth, he worked at Teksana Inc for eight years and IT Trailblazers LLC for one year. Outside of his advisory role, Mr. Narayan is involved in educational activities, including hosting the "$10M Insider Podcast" and authoring the book *Exit By FORCE*. Kenobi Wealth provides comprehensive financial planning, investment management, tax planning, and insurance strategy primarily for individuals and families, with a focus on young families, first-generation wealth builders, and high-earning professionals. The firm uses a long-term, goal-based investment approach grounded in evidence-based allocation and behavioral finance, delivering services through a tiered, subscription-based model that includes both personal and business advisory elements.

George Spinelli is a CFP® professional with 19 years of industry experience. He has been the principal of Spinelli Financial Advisors, Inc. since 1998. In addition to his advisory role, he owns and manages a certified public accounting firm, Mark G. Spinelli, CPA, which provides substantial tax planning and preparation services. Spinelli Financial Advisors is an independent, fee-only firm serving individuals and corporations with defined financial planning and ongoing portfolio supervision. The firm employs a range of analytical techniques and investment strategies, manages approximately $31 million in assets, and generally serves higher-net-worth and institutional clients.

Ryan Volpe is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Volpe Investments LLC, an independent firm he founded in 2025. His prior experience includes roles at LPL Financial LLC, Edward Jones, Foresters Financial, and TIAA. Volpe Investments LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and corporate entities. The firm’s investment approach incorporates a blend of charting, cyclical, fundamental, quantitative, and technical analysis, offering exposure to a broad range of asset classes including private placements and venture capital.

I’m Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, a fee-only fiduciary financial planning and investment management firm based in Hoboken, NJ, serving clients virtually nationwide. I work with women taking the lead in their financial lives, mainly in their 40s, 50s, and 60s: - Single professional women, who have built their savings on their own and want a plan for retirement - Widows, managing financial decisions after the loss of a spouse - Women after divorce, who are rebuilding a retirement plan around a new financial picture - Women nearing retirement, deciding when to stop working, how to draw income, and which pension and Social Security choices to make - Professional women with equity compensation, deciding what to do with RSUs, stock options, and company stock My commitment to women’s financial security is both professional and personal. I grew up watching my mother and grandmother, two independent women, work hard and manage carefully while still carrying financial anxiety. Their experiences shaped my lifelong advocacy for women who carry the financial decisions alone, and my belief that you deserve clear advice and a financial partner who listens. At Align, we connect retirement, investments, tax planning, equity compensation, and estate planning coordination into one coordinated plan. We help you put that plan into practice and revisit it as your life changes. I explain the details in plain English, show you the trade-offs, and welcome your questions, so you understand what we recommend and why. Outside of work, you’ll usually find me with my husband and our two daughters, recording my podcast, Align Your Retirement, or speaking to help more women make informed decisions about their futures.

Theodore Weisberg is the sole advisor at Seaport Asset Management, LLC in New York City, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been affiliated with Seaport Securities Corp. and Seaport Securities since 1980 and has operated his own business, T.P. Weisberg, since 1974. Weisberg also serves as CEO of Seaport Securities Corp. Seaport Asset Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm focuses on long-term, tax-efficient capital appreciation through a value-oriented equity strategy that combines fundamental and technical analysis, offering portfolios typically diversified across sectors with concentrated holdings.

Gwen Gepfert is a financial advisor with Oaktree Financial Planning and Consulting in Basking Ridge, NJ. She holds a Series 65 designation and has 18 years of industry experience. Since 2006, she has been with Oaktree Financial Planning and Consulting, an independent firm. Oaktree Financial Planning and Consulting provides fee-only financial planning and investment consultation to individual investors, focusing on retirement planning, education funding, tax and estate coordination, and educational workshops. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs, delivering non-discretionary advice through time- or project-based engagements rather than ongoing asset management.

Daniel Khalilov is a Series 65-licensed financial advisor with four years of industry experience. He is the sole advisor at The True Prophets LLC and has worked at the NYC Office of the Actuary since 2016. The True Prophets LLC offers discretionary and model-based portfolio management, financial planning, consulting, and educational workshops to a diverse client base that includes institutional investors, sovereign wealth funds, and high-net-worth individuals. The firm employs a quantitative, automated investment approach featuring machine-learning models and market-timing strategies, including daily rebalancing and overnight trading algorithms.