Steven Smith is a financial advisor at The AmeriFlex Group with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cadaret, Grant & Co., Inc., Northeast Securities, Inc., LPL Financial, and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Anthony Cirieco is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. He has 16 years of industry experience and has previously worked at Morgan Stanley Private Bank and The Windmill Group. Outside of his advisory role, Cirieco serves as a councilman on the Somers Town Board, participating in local government decision-making on public health, safety, land use, and budgets. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Christopher Henderson is a financial advisor at Palisade Capital Management, LP with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has held positions at Cohen & Steers Capital Management, Torchlight Investors, and Bear Stearns Asset Management. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach across multiple equity and bond strategies and serves as sub-adviser to mutual funds and collective investment trusts.

Jason Duffy is a financial advisor with M HOLDINGS SECURITIES, Inc. and has 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services. Outside of his advisory role, he is involved in agro-tourism as a partner in Farm & Field and holds leadership positions in insurance and internet marketing businesses. M HOLDINGS SECURITIES, Inc. serves individual clients, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, utilizing a mix of proprietary and third-party resources.

John Bianchi is a CFA® charterholder with 34 years of industry experience and currently serves as an advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Royal Alliance Associates, Inc. and Investment Advisors Asset Management, LLC. He is a member of the CFA Institute, a nonprofit organization dedicated to ethical investment research and portfolio management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based advising discipline supported by proprietary software and a blend of quantitative and behavioral analyses, implementing both passive and active investment strategies.

Deborah Dulaney is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for 33 years. She serves as a trustee of the Hudson Highlands Nature Museum, a nonprofit focused on nature-based education. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm uses a structured investment approach with household-level Investment Policy Statements and integrates resources from its parent company, Fifth Third Bank.

Jeanne Weaver is a CFP® and ChFC® with 41 years of industry experience, currently serving at NPA Asset Management, LLC since 2015. She holds Series 63 and Series 65 licenses and has experience placing life insurance, annuities, and fixed insurance products through independent broker services. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Jody Santiago is a financial advisor at Citizens Private Wealth with 17 years of industry experience and holds a Series 66 designation. Prior to joining Citizens Securities, Inc. in 2022, Santiago worked at Voya Financial Advisors for seven years and was involved with Firehouse Scooterworks LLC / TJZ Arms from 2013 to 2017. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term asset allocation within an open-architecture framework and offers discretionary portfolio management supported by a Chief Investment Officer, alongside business consulting services for multigenerational family and closely held business matters.

Jose Cao Alvira is a CFP® professional with one year of experience at Gradient Advisors, LLC. He previously worked at Foundations Investment Advisors and owns Murray Hill Planning and Consulting, where he provides consulting services and life insurance products. He is also a finance professor at Barnard College and Lehman College. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities through a network of Investment Advisor Representatives and third-party money managers.

Anthony Megaro is a financial advisor at NPA Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Planning Associates, Inc., Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he has developed a renewable energy device powered by water, for which he holds a patent. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a multi-team of 51 advisors. The firm manages over $1 billion in assets and offers various managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, securities, and insurance products.

Eric Bicknese is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2010. Outside of his advisory role, he is involved in real estate sales, referring clients to brokers and acting as a point of contact. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory and reporting responsibilities.

Stephen Delgado is a CFA® charterholder with 15 years of industry experience. He is currently with Citizens Private Wealth and has previously worked at J.P. Morgan Securities and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management alongside specialized services such as tax and estate structuring and business consulting.

Stephanie Spies is a CFP® and Series 65-registered advisor with seven years of industry experience. She has worked at Modera Wealth Management, LLC since 2017 and previously spent one year at Ela Financial Group. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation using Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings.

Emily Edwards is an advisor at Modera Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modera Wealth Management, she worked at Morgan Stanley for one year. Her background includes roles outside of finance, such as positions at Lavallette Yacht Club and Grain Craft Bar & Kitchen. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with an in-house accounting and tax service capability, supporting a broad range of client needs through an integrated advisory and accounting model.

Adam Gerber is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015, following roles at Wrp Investments and Securities America Advisors. Outside of advising, he coaches lacrosse. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm combines independent advisors and an in-house Private Client Group to deliver tailored investment solutions supported by multiple platforms and third-party money managers.

Steven Balch is a CFP® with 16 years of experience in the financial services industry. He is currently with Belpointe Asset Management LLC and has previously worked at Charles Schwab and IFP Securities. Outside of his advisory role, he maintains an Instagram account where he shares daily outfit combinations as a social media influencer. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and co-advisory relationships with third-party managers.

Michael Brodie is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisors Capital Management since 2014. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers customized private accounts and model separate-account and ETF strategies, combining macroeconomic analysis with fundamental, quantitative, and qualitative research.

Yechiel Roth is a CFP® and PFS™ credentialed advisor at Archer Investment Corporation with one year of industry experience. He has owned and operated YH Roth CPA PC since 2013, providing accounting and tax services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes customized portfolio management based on comprehensive financial assessments and diversified allocations across multiple asset classes.

Erik Metviner is a financial advisor at SeaCrest Wealth Management, LLC, holding a Series 65 credential with 13 years of industry experience. He has been with SeaCrest Wealth Management since 2013. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and utilizes both internal and third-party artificial-intelligence tools in decision-making.

Meet the Founder: Chris Jennings, CFP® I founded Bronx River Advisory so that I could serve a wider variety of consumers. Most people don’t need an exhaustive, rigid plan on day one—they need a clear, objective answer to the question right in front of them, especially when navigating a major life transition. As an education-first, fee-only fiduciary advisor, I help individuals and families handle moments like career shifts, divorce, inheritances, and retirement decisions with confidence. I start with a fixed project fee to resolve immediate priorities, creating space to see what real fiduciary guidance feels like before considering long-term commitments. From there, I enter into ongoing partnerships and proactive asset management when it makes mutual sense. Background & Community Before opening our doors at 51 Pondfield Road in Bronxville Village, I spent over a decade in wealth management, including more than seven years at a national RIA where I served as Vice President. My technical work includes executive benefits, equity compensation, NY co-op and condo financial due diligence, tax-efficient IRA distribution strategies, and long-term legacy planning. My approach is grounded in my Jesuit education at Fordham Prep and the University of Scranton, emphasizing intellectual rigor, active listening, and genuine care for the individual. Outside the office, I serve on the board of Puppy Kitty NYC and support regional rescues through the Cash the Cat Giving Fund—inspired by my rescue cat, Cash. I am an active parishioner at Saint Joseph's Parish, an uncle to six fantastic nieces and nephews, an avid collector of vintage mid-century Pan Am aviation art, and always looking forward to a warm trip down to Aruba.