Louis Scipione is the sole advisor at Scipione Wealth Advisors, Inc. in Paramus, NJ, holding the CFP® designation and Series 63 license with 22 years of industry experience. He has operated Scipione Wealth Management since 1997 and serves as treasurer for the Allendale Chamber of Commerce. Scipione Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and third-party money manager selection. The firm focuses on matching managers to client goals and risk tolerance using Modern Portfolio Theory, managing accounts on a non-discretionary basis with quarterly reviews.

Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.

Daren O'Connor is a financial advisor at LBK Financial LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citigroup Management Corp. since 2015. He serves as a member of the Hanover Township Economic Development Advisory Committee in Whippany, NJ. LBK Financial is an independent wealth management firm serving individuals and small businesses, including high-net-worth clients. The firm offers discretionary investment management and financial planning, focusing on customized portfolios using diversified ETFs and individual equities, with ongoing account monitoring and annual reviews.

James Bogush is the sole advisor at Bull Market Strategies LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience, including three years at Goldman Sachs & Co. LLC. Outside of his financial advisory work, he has operated several businesses since 2011, including Bogush, Inc. and Wall Street Motor Cars, LLC. Bull Market Strategies LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and institutional clients. The firm employs diversified investment strategies including technical analysis, options trading, and both discretionary and non-discretionary account management.

Dale Bryant is the sole advisor at Bryant Group Advisors in New York, NY, holding Series 63 and Series 65 credentials with four years of industry experience. He has been associated with The Bryant Group since 1996. Bryant Group Advisors manages discretionary investment accounts for individual investors and small businesses, focusing on retirement planning and portfolio management primarily through broadly diversified index mutual funds. The firm emphasizes a structured allocation approach based on client risk profiles and does not permit investment restrictions or security-specific requests.

Joanne Chien is a CFA® charterholder at KinVest Capital Management, Inc. with seven years of industry experience. She has worked exclusively at KinVest since 2019. KinVest Capital Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a documented Investment Policy Statement, applies fundamental, technical, and charting methods, and employs a range of trading strategies including options. It offers both performance-based and asset-based fee arrangements and manages investment decisions internally.

John Dibello is a financial advisor with Chambers Capital, LLC in Denville, NJ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Chambers Capital since 2015 and was previously with Precision Financial Services for one year. Chambers Capital, LLC is an independent registered investment adviser that provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs a quantitatively driven “all-weather” investment strategy across equities, fixed income, commodities, and options, incorporating both long- and short-term trading and options strategies.

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

Gene Tortorello is a CFA® charterholder with five years of industry experience. He is the principal advisor at 3i Wealth Management LLC and has prior experience at Hedged Alpha Capital Management, PGIM, and First Principles Capital Management. Outside of investment advisory, he provides tax advisory and accounting services. 3i Wealth Management primarily serves individual and high-net-worth clients with portfolio management and financial planning, also offering business and tax advisory services. The firm integrates modern portfolio theory and fundamental analysis with a long-term trading approach, employing derivative-based hedging strategies alongside conventional securities.

Carlos Rodrigues is the sole advisor at Fortune Financial LLC in Livingston, NJ, holding a Series 65 designation with 19 years of industry experience. He has operated Fortune Financial since 2005 and concurrently owns and manages the NJ Elevator Inspection Agency. Fortune Financial provides financial planning and investment advisory services primarily to individual clients, combining standalone consultations with ongoing portfolio reviews. The firm’s investment approach includes fundamental analysis, third-party research, and corporate rating services, with portfolio management involving various strategies and monthly reviews conducted by the principal.

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.

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.

Mauro Leos is a financial advisor at Next Pronto Capital Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CLSA Americas, CITIC Securities International USA, and Neuheit Associates. He is the founder of Next Pronto LLC, a financial planning business. Next Pronto Capital Advisors provides fee-only financial planning and wealth management services to individuals, families, and small businesses. The firm uses a bottom-up investment approach that emphasizes intrinsic value and corporate governance, offering tailored planning, portfolio construction, and an optional discretionary service to manage held-away retirement accounts.

Erik Dellith is the principal of Dellith Wealth Advisory in Fairview, NJ, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Rex Global Wealth Management, Summit Financial, and Purshe Kaplan Sterling Investments. Dellith is also an active licensed insurance agent and engages in a paid equity research role along with several other business interests. Dellith Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a variety of analytical methods and investment strategies, executing transactions only with client approval in line with each client’s investment policy statement.

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.

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.

Mohammad Naqvi is a financial advisor at Penta Capital Strategies LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Penta Capital Strategies since 2016 and concurrently at ZS Associates since 2014. Penta Capital Strategies LLC is a New Jersey‑registered investment adviser providing discretionary portfolio management and advisory services to individuals, high-net-worth clients, family offices, and corporate entities. The firm combines strategic asset allocation with tactical market timing and a global-macro overlay, managing client assets directly with an emphasis on diversification, risk management, and customized investment strategies.

James Byron III is a financial advisor at Green Rock Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Clairmont Group, Colliers International, Avison Young, PNC Wealth Management, and Morgan Stanley. In addition to his advisory role, he is a principal and broker at Green Rock Realty, a real estate leasing business. Green Rock Advisors, LLC is a private real estate investment manager serving institutional investors and high-net-worth individuals primarily through pooled investment vehicles. The firm focuses on value-added strategies for office properties in transit-oriented and infill submarkets of the New York, Boston, and Washington, D.C. areas, and is involved in credit and distressed opportunities with affiliated entities providing development, construction, leasing, and property management services.

Joseph Obertlik is the principal of Obertlik Wealth Management LLC, holding a Series 65 credential with one year of industry experience. He founded his firm in 2025. Outside of financial advising, he serves as president of multiple pickup and delivery service companies and a vending machine business. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management to individuals and high net worth clients, managing approximately $20 million across roughly 25 client accounts. The firm creates tailored investment programs based on client goals, employing fundamental and cyclical analysis, with regular portfolio reviews and active management of asset allocation, security selection, rebalancing, and tax-loss harvesting.