Nilesh Saldanha is a financial advisor at LN Capital Management LLC in New York, NY. He holds a Series 65 designation and has four years of industry experience. Prior to founding LN Capital Management in 2019, he spent 14 years at Van Cleef, Jordan and Wood, Inc. LN Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management through separately managed accounts. The firm serves individuals, trusts, estates, corporate entities, pension and profit-sharing plans, and other institutional clients, employing a value-oriented investment strategy focused on long-term capital appreciation across global equities, credit, and fixed-income instruments.

Connor Carbullido is the sole advisor at Civitas Management LLC in Brooklyn, NY. He holds a Series 65 designation and began his advisory career with Civitas in 2025. Prior to this, he worked at Yahoo, Inc. from 2018 to 2024 and spent time as a recent graduate and unemployed before entering the financial industry. Civitas Management LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients. The firm provides financial planning and investment management tailored to clients' goals and risk tolerance, using a combination of passive and active strategies alongside fixed-fee planning and asset-based management arrangements.

Richard Newman is a financial advisor at Lava Wealth Management, LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Lava Wealth Management since 2013 and also maintains a long-term affiliation with Atlantis Associates. Outside of his advisory work, Mr. Newman serves on the boards of two early-stage companies, Overgrad.com and Zive Inc., and is an investor in both. Lava Wealth Management provides discretionary investment management, comprehensive wealth management, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental and strategic analysis to construct diversified, tax-aware portfolios and offers services to corporate clients and private placement advice, distinguishing it among independent advisors.

Travis Dufner is a financial advisor at Securus Wealth Management in Holmdel, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Millstone Financial Group, Alps Distributors, and Primerica Advisors. Outside of advisory work, he has experience as an insurance agent, providing clients with options such as life insurance, long-term care, and annuities. Securus Wealth Management offers retirement planning and wealth management services to individuals, families, and small business owners. The firm emphasizes diversification and downside protection through portfolios built with active and passive ETFs, interval funds, and buffered ETFs, managing accounts primarily on a discretionary basis with ongoing client oversight.

Brendan Phillips is a Series 65-licensed financial advisor at OnlyFunds with three years of industry experience. He has previously worked at Findigs Inc., Better Mortgage, and Bridgewater Associates. Outside of advising, he has been involved in developing pricing and eligibility systems for residential mortgages at Better Mortgage. OnlyFunds is an independent firm providing automated, software-based investment advisory and portfolio management services to U.S. individuals, trusts, and other eligible entities through brokerage accounts at Betterment or Interactive Brokers. The firm uses algorithmic portfolio construction grounded in Modern Portfolio Theory and emphasizes accessibility with no account minimums.

Anthony Orphanos is a Series 65-registered advisor with 13 years of industry experience. He has served as the sole advisor at Blacksmith Advisors LLC since 2012. Blacksmith Advisors LLC provides discretionary, fee-only investment management to individuals, trusts, estates, business entities, and charitable organizations. The firm employs a combination of fundamental, cyclical, charting, and technical analysis to guide investment decisions across equities, fixed income, and exchange-traded funds, managing portfolios on a discretionary basis with periodic reviews.

Alice Solomon is the principal of Solomon Investment Group, Inc. in Keansburg, NJ, with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Solomon Investment Group since 1997. In addition to her advisory role, she is licensed in life, health, and long-term care insurance in New Jersey. Solomon Investment Group serves individual clients, including high-net-worth individuals, as well as pension, profit-sharing plans, and corporate clients, providing discretionary portfolio management and financial planning. The firm uses a combination of charting, fundamental, and technical analysis to guide investment decisions, tailored to each client’s Investment Policy Statement.

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.

Joseph Nardone V is the principal of Longshore Wealth Management LLC in Highlands, NJ, holding a Series 65 designation with one year of industry experience. He previously worked at Fujitsu America and concurrently operates Riaforce, LLC, a non-advisory consulting firm. Longshore Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, utilizing both fundamental and technical analysis to construct primarily long-term portfolios with flexibility for shorter-term adjustments. The firm employs exchange-traded funds, mutual funds, and individual securities, offering ongoing portfolio supervision and ad hoc financial planning.

Joao Correia is a CFA® charterholder with over nine years of experience in wealth management and investment advisory. He is the principal and sole advisor at Madison Asset Advisors, LLC, an independent firm based in New York, NY. In addition to his advisory work, Correia provides financial instruction through Financial Edge Training/IB Hero. Madison Asset Advisors offers discretionary portfolio management and financial planning primarily for individual clients, focusing on diversified asset allocation using low-cost mutual funds, ETFs, and other instruments as appropriate. The firm emphasizes a long-term buy-and-hold strategy grounded in Modern Portfolio Theory and manages approximately $25.1 million for about 15 clients.

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.

Sebastian Torrente is the sole advisor at New York Fee Simple, LLC, an independent investment advisory firm based in Brooklyn, NY. He holds Series 65 and Series 63 credentials and has professional experience across engineering and consulting roles prior to founding his firm. Torrente is also a registered representative of Joseph Stone Capital, LLC, a broker-dealer, where he provides securities brokerage services separately from his advisory work. New York Fee Simple, LLC offers portfolio management and investment advice to individuals, trusts, estates, family entities, and certain private companies. The firm employs both qualitative and quantitative analyses to tailor recommendations and provides a range of engagement types, including discretionary and non-discretionary management and educational seminars.

Joseph Iraci is a financial advisor at Phoenix-Veritas Wealth Management with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including 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 is the owner of a restaurant in Vermont. Phoenix-Veritas Wealth Management provides financial planning and investment advice primarily through publications and digital content, serving self-directed investors and individuals seeking education and consultation. The firm combines fundamental and technical analysis and emphasizes educational content delivered via multiple digital platforms alongside one-on-one consultations.

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.

Arden Rodgers is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has been with Arbus Capital Management, LLC since 2009. Arbus Capital Management, LLC is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management, one-time investment account reviews, and standalone financial planning to individuals, corporations, and charitable institutions. The firm manages over $120 million for fewer than 30 clients, employing a disciplined, low-cost, long-term asset-allocation strategy focused on exchange-traded funds and customized portfolio solutions.

Sahil Vakil is a CFP® and financial advisor at MYRA Wealth with eight years of industry experience. His background includes roles at BNP Paribas and ongoing affiliations with entities such as MYRA Capital LLC and New York University. MYRA Wealth provides planning, consultation, and discretionary investment management to individuals, households, trusts, and businesses through a subscription-based online platform. The firm employs a passive, ETF-based investment approach using algorithmically monitored model portfolios, and offers integrated tax and technology services through affiliated companies.

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.

Kimberly Birn is a CFP® and holds a Series 65 license, with five years at Birn Financial Inc and nine years of prior self-employed experience. She provides fractional CFO services, including tax return preparation, tax review, strategic planning, and business strategy planning for a limited number of clients. Birn Financial Inc serves individuals, high-net-worth clients, and corporate/business clients with financial planning and advisory services. The firm also offers fractional CFO services and employs a variety of investment approaches, delivering non-discretionary advice tailored through initial interviews and model allocations.