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.

Joseph Guterding is the sole advisor at The Compounding Co, an independent advisory firm based in Baldwin, NY. He holds a Series 65 designation and has been with the firm since its founding in 2026. Prior to this role, he has experience in healthcare and education sectors, including positions at New York Home Health Care and St. John's University. The Compounding Co primarily serves individual clients, focusing on young professionals in the early stages of wealth building. The firm offers comprehensive financial planning, optional ongoing advisory membership, and financial education through seminars and workshops, emphasizing long-term diversified investing and non-discretionary planning.

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.

Stephen Pagliari is a financial advisor at Differential Capital LLC in Merrick, NY, holding a Series 65 designation with four years of industry experience. Prior to founding his advisory firm, he worked at Differential Management, LLC and currently is employed as a new product development portfolio manager at MiniCircuits, a global RF and microwave components manufacturer. Differential Capital LLC is a state-registered investment adviser offering discretionary portfolio management to individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, ETF, and options analysis across multiple account programs, using both short- and long-term strategies with full trading discretion.

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 63 and Series 65 credentials and has experience working at GEI Consultants, LeMessurier Consultants, and Skanska, among others. Outside of his advisory role, he 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 select private companies or investment vehicles. The firm combines qualitative and quantitative analyses to tailor investment recommendations and provides both discretionary and non-discretionary management, along with educational seminars and consulting services.

David Bueno Monge is a financial advisor at Ascent Systematic Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Argon Capital Management and Goldman Sachs International. Ascent Systematic Advisors LLC manages private pooled investment vehicles and separately managed accounts for institutional and sophisticated investors, including pension plans and high-net-worth clients. The firm employs a discretionary, systematically rules-based investment approach focused on trend-following and momentum signals in U.S. equities, with an emphasis on detailed performance reporting and use of prime-broker services.

Mark Reich is a CFP® and PFS™ credentialed advisor based in New York, NY, with over 30 years of experience at his own firm, Mark E. Reich, CPA, CFP. He provides financial planning and investment supervisory services alongside separately billed accounting activities. His firm serves high-net-worth individuals, trusts, estates, and charitable organizations with fee-based planning and periodic investment oversight. The investment approach includes a broad range of strategies, from long-term holdings to short-term trading and option writing, with monitoring conducted through quarterly reports and meetings.

Thomas Gaffney is the sole advisor at Westport Advisory LLC in Jersey City, NJ. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Deutsche Bank Securities Inc and as a self-employed financial professional. Before entering the advisory field, he spent two years at the Tepper School of Business. Westport Advisory provides wealth management and financial planning services primarily for individuals and high-net-worth clients. The firm operates on a fee-only basis, uses a non-discretionary approach to portfolio management, and emphasizes asset allocation informed by modern portfolio theory with a mix of passive funds and fundamental analysis.

Sean Mcdonald is a CFA® charterholder and the sole advisor at Armadale Asset Management LLC. He has 15 years of industry experience, including 13 years at Tweedy Browne, LLC, and has been with Armadale since 2023. Armadale Asset Management is an independent, single-advisor registered investment adviser that offers discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, business entities, and third-party advisers. The firm employs a bottom-up, fundamental valuation approach focused on small- and mid-cap U.S. equities, utilizing proprietary research and customized strategies including a dedicated REIT portfolio.

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.

Constantine Polites is the sole advisor at ARDROSSAN Wealth Management, LLC in Long Island City, NY, holding Series 63 and Series 65 licenses with eight years of industry experience. His background includes roles at Citigroup Global Markets and Infosys Ltd., and he has been involved in entrepreneurial ventures such as Mykonos Film, LLC and Anthos Entertainment, LLC for five years. ARDROSSAN Wealth Management provides personalized wealth management and financial planning to individuals, high-net-worth families, trusts, and estates. The firm employs a fundamental analysis-based, long-term buy-and-hold investment approach and offers services on a non-discretionary basis, with a focus on serving a range of clients including those below typical high-net-worth thresholds.

Michael Lackwood is a financial advisor at Spring Delta Asset Management, LLC in New York, NY, with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. and Merrill. He also serves as treasurer for Brooklyn Emerging Leaders Academy, a charter school, where he assists with budgeting and organizational matters. Spring Delta Asset Management is an independent advisory firm managing approximately $14.9 million in discretionary assets. The firm serves individuals, high-net-worth clients, and pension or profit-sharing plans, utilizing a model-driven approach focused on ETF-based strategies, including both tactical leveraged and non-leveraged buy-and-hold portfolios.

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 CFA® credentialed financial advisor at Myra Wealth with eight years of industry experience. His prior roles include positions at BNP Paribas and New York University. Myra Wealth serves individuals, trusts, and businesses through a primarily passive, ETF-based investment approach delivered via an interactive online platform. The firm offers integrated financial planning, investment management, and tax services using a subscription-based model and computer-driven portfolio allocations.

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.