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.

Jack Solasz is a Series 65-credentialed financial advisor with five years of industry experience. He is the sole advisor at JPS Advisors LLC, an independent registered investment adviser based in Brooklyn, NY. His prior work includes roles at Long Ridge Systematic LLC, Reynard, and teaching at Skidmore College. JPS Advisors LLC manages approximately $26.6 million in discretionary assets for a small, diversified client base. The firm offers discretionary investment management across multiple asset classes, combining fundamental and technical analysis with modern portfolio theory to construct long-term, risk-conscious portfolios, and also provides financial planning and retirement-rollover advice.

Ravinath Aekambaram is a CFA® charterholder and principal of RA Advisory LLC, an independent investment advisory firm based in New York, NY. He has 13 years of industry experience and has led RA Advisory LLC since its founding in 2012. RA Advisory LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals, and advises on employer-sponsored retirement plans and 529 plans. The firm customizes portfolios using mutual funds, ETFs, individual securities, and occasionally options, employing fundamental, technical, and cyclical analysis, and offers both integrated and standalone financial planning.

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 principal of Civitas Management LLC, an independent financial advisory firm. He holds a Series 65 designation and has recently transitioned into the financial advisory industry following prior roles at Yahoo, Inc. and other positions. Civitas Management LLC is a state-registered, fee-only investment adviser that provides financial planning and portfolio management services primarily to individuals and high-net-worth clients. The firm uses a client-tailored approach to asset allocation, employing a combination of active and passive strategies with periodic portfolio rebalancing.

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.

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.

Nauman Rana is a financial advisor at Wealth Forward Advisors with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments, Opal Wealth Advisors, Essex Financial Services, and taken a brief career break before joining his current firm. In addition to his advisory work, he is an independent insurance agent. Wealth Forward Advisors serves individuals and high-net-worth clients, offering portfolio management and financial planning with a fiduciary role on retirement accounts. The firm employs a diverse investment approach, including fundamental and quantitative analysis, and utilizes a broad range of strategies and products such as private equity, hedge funds, and higher-risk trading techniques.

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.

Alfred Fortunato is the principal of Allegory Advisory, an independent advisory firm based in New York, NY. He holds a Series 65 designation and has 12 years of industry experience. Prior to founding Allegory Advisory, he held senior roles at Ernst & Young and Arthur Andersen. Allegory Advisory provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, managing approximately $34.6 million in assets across about 30 clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing asset allocation, low-cost diversified funds, tax-aware asset location, and quantitative metrics in portfolio construction.

I have over 20 years of experience in how financial markets work …and sometimes fail. I recognized a need for personalized and unbiased advice for the average person’s financial planning and investment decisions that does not require an ongoing obligation, unless the client so chooses. That’s why I have built a firm that does not sell any products other than my advice and makes sure that you always know how much you are paying and what you are getting in return. I have made some atypical choices in starting Grand Central Financial Planning with the goal of providing clients a high level of service at a reasonable price. In addition to being an Advice-Only Financial Planner, in my spare time I am the founder of the non-profit Long Island City Youth Sports League (LICYSL.org) and write the local blog in Long Island City, LICtalk. For more details on my work experience check out my LinkedIn profile.

Illya Nayshevskyy is a Series 65 licensed financial advisor with five years of industry experience. He is the sole advisor at Alpha Inertia Capital, an independent investment advisory firm based in New York, NY. Prior to founding Alpha Inertia Capital, Illya held roles at People Data Labs, where he currently works as a customer success engineer advising on data structures and queries, as well as positions at NBC Universal, LiRo Group, and Winsor Consult LLC. Alpha Inertia Capital provides discretionary portfolio management services primarily to high-net-worth individuals and corporate clients. The firm employs a variety of investment techniques, including technical and fundamental analysis, and uses leveraged and derivative instruments within separately managed accounts under discretionary authority.

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.

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.

Richard Russo Jr. is a financial advisor with RKR Capital Group LLC, holding a Series 65 designation and four years of industry experience. He has been with RKR Capital Group since 2018 and previously worked at Greenlea Lane Capital Partners from 2016 to 2018. RKR Capital Group provides discretionary equity investment management through separately managed accounts for individual and corporate clients. The firm employs a concentrated, long-only Equity Value Strategy based on bottom-up fundamental research and manages approximately $12.7 million in assets across 21 client accounts.

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.

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.