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.

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.

Sebastian Torrente is the sole advisor at New York Fee Simple, LLC, an independent firm based in Brooklyn, NY. He holds Series 65 and Series 63 licenses and has accumulated experience through roles at GEI Consultants, Inc., TY Lin, LeMessurier Consultants, Inc., and Skanska. Torrente is also a registered representative of Joseph Stone Capital, LLC, a registered broker-dealer. New York Fee Simple provides investment advisory and portfolio management services to individuals, trusts, estates, family entities, and small businesses. The firm’s approach combines qualitative and quantitative analysis across a range of asset classes, and it offers additional services including financial planning, real estate consulting, 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.

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.

Arden Rodgers is the sole advisor at Arbus Capital Management, LLC, an independent firm based in New York, NY. He holds the CFA® designation and Series 65 license, with 17 years at Arbus Capital and six years of industry experience overall. Arbus Capital Management is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable institutions. The firm provides discretionary investment management, financial planning, and one-time account reviews, employing a disciplined, low-cost asset-allocation approach focused on broad diversification and tax efficiency.

Sahil Vakil is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at MYRA Wealth. His prior roles include positions at BNP Paribas and New York University, as well as leadership within several MYRA-related entities. MYRA Wealth serves individuals, trusts, and businesses through digital financial planning, CFP® consultations, and brokerage services delivered via an interactive online platform. The firm employs a primarily passive, ETF-based investment strategy supported by proprietary technology and integrated tax 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.

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Alex Jastrzab is the sole advisor at Attuned Wealth LLC, an independent registered investment adviser based in New York, NY. He holds Series 65 and Series 63 licenses and has four years of industry experience with prior roles at Fidelity National Information Services, The Carlyle Group, and Macquarie Capital. Attuned Wealth LLC serves individual and high-net-worth clients with discretionary portfolio management and standalone financial planning, using model portfolios primarily composed of low-cost ETFs and mutual funds. The firm offers customization for tax management and values- or factor-based adjustments, and combines ongoing fixed-fee financial planning with individual portfolio management.

Adam Frank is a CFP® professional with six years of industry experience. He is the founder and sole advisor at Frank Finances LLC in New York, NY, where he has worked since 2019. Prior to that, he was self-employed and also worked at System Financial from 2016 to 2018. Outside of his advisory role, Mr. Frank provides financial coaching focused on budgeting and debt management. Frank Finances offers financial planning, investment management, educational seminars, and pension consulting to individuals, families, trusts, businesses, charities, and retirement plans. The firm emphasizes strategic asset allocation through proprietary model and custom portfolios, typically operating on a non-discretionary basis while also providing discretionary management options. It is notable for its small client base, non-discretionary assets under management, and its firm-led educational and pension consulting services.

Joshua Wallace is the sole advisor at Wallace Wealth Advisory, Inc., holding a Series 65 credential with no prior years of industry experience. His previous work history includes roles at Northwestern Mutual, Target Corp, Taco Bell, and Abraham Lincoln High School. Wallace Wealth Advisory is an independent firm that provides discretionary portfolio management and integrated financial planning primarily for young professionals. The firm employs a long-term investment approach focused on diversified asset allocation among equities and fixed income, using ETFs and mutual funds with ongoing monitoring and periodic rebalancing.

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.

William Siuta is a financial advisor at S Financial Advisory LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at KKR & Co. Inc, Tudor Investment Corporation, Bridgewater Associates, and DataRails. S Financial Advisory is a state-registered investment adviser that serves individuals and high-net-worth clients with discretionary investment management and fiduciary guidance for retirement accounts. The firm employs a primarily long-term, fundamental, and top-down investment approach and utilizes unaffiliated third-party managers and private fund sponsors for portions of client assets.