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.

Mohammad Naqvi is a financial advisor at Penta Capital Strategies LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Penta Capital since 2016, alongside a role at ZS Associates beginning in 2014. Penta Capital Strategies LLC is a New Jersey-registered investment adviser serving individuals, high-net-worth clients, family offices, and corporate entities. The firm combines strategic asset allocation with tactical market timing and a global-macro overlay, using proprietary analysis and a market-classification algorithm to manage diversified portfolios primarily composed of stocks, bonds, and ETFs.

Richard Russo is a financial advisor with RKR Capital Group LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Greenlea Lane Capital Partners and Prince Henry Group before joining RKR Capital Group in 2018. RKR Capital Group LLC provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals. The firm employs a concentrated, long-only equity value strategy focused on bottom-up research and long-term capital appreciation, managing approximately $7.83 million in assets.

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.

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.

Boaz Witelson is the sole advisor at Sensus Investment Management, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Sensus Investment Management provides advisory services to individual clients and corporate retirement plans, specializing in discretionary portfolio management and non-discretionary pension consulting. The firm uses a top-down, asset-allocation driven approach with quantitative optimization and incorporates derivatives and option strategies to manage risk and costs.

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.

Ketu Desai is the sole advisor at I-Squared Wealth Management, Inc., based in Totowa, NJ, holding a Series 65 designation and having 10 years of industry experience. Since 2016, Desai has led the firm and serves as an independent board member for several closed-end funds, including Saba Capital Income & Opportunities Fund, Saba Capital Income & Opportunities Fund II, and ASA Gold and Precious Metals Limited. I-Squared Wealth Management offers discretionary asset management and institutional investment consulting to individuals, high net worth clients, retirement plans, and employer plan sponsors. The firm employs a broad range of portfolio strategies, including long and short positions, option writing, hedging, and the use of derivatives and structured credit, tailoring portfolios to client goals and risk tolerances.

Constantine Polites is the sole advisor at ARDROSSAN Wealth Management, LLC, holding Series 65 and Series 63 licenses with eight years of industry experience. His work history includes roles at Infosys Ltd. and Hiteks Solutions Inc., alongside entrepreneurial ventures with Mykonos Film, LLC and Anthos Entertainment, LLC. ARDROSSAN Wealth Management provides personalized wealth management and financial planning services to individuals, families, trusts, and estates. The firm employs a fundamental, long-term buy-and-hold investment approach and offers portfolio management on a non-discretionary basis with client approval required for each trade.

Michael Lackwood is a financial advisor at Spring Delta Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co., Aurora Private Wealth, and APW Capital, Inc. Outside of his advisory role, he serves as treasurer for the Brooklyn Emerging Leaders Academy, a charter school in Brooklyn, New York. Spring Delta Asset Management provides discretionary portfolio management and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. The firm employs a proprietary All Cap Momentum strategy using ETFs and a combination of charting, quantitative, and technical analysis, and offers services including Investment Policy Statements, pension consulting, and manager monitoring.

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.

James Denby is the sole advisor at Denby Financial Services, LLC, an independent firm based in Clifton, NJ. He holds the Series 65 designation and has 12 years of industry experience. Denby has led his firm since 2010, providing a range of financial advisory services. Denby Financial Services offers investment advisory and financial planning primarily to individual clients, managing approximately $3.95 million across 26 accounts. The firm combines fundamental analysis and strategic allocation with both long- and short-term trading, operating mostly on a non-discretionary basis, and also provides income tax preparation and small-business accounting and payroll services.

Alan Kotaev is the president and portfolio manager of TPK Advisors LLC, where he has worked since 2010. He holds Series 63 and Series 65 registrations and has 10 years of industry experience. In addition to his advisory role, he is a partner at Alan Trade Inc., a company involved in the export and distribution of Sherwin Williams products in Russia, where he handles contract negotiations and shipment arrangements. TPK Advisors is an independent registered investment adviser that provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of strategies including technical and fundamental analysis, short sales, option writing, and short-term trading, and conducts regular portfolio reviews with discretionary trading authority.

Richard Ascher is a financial advisor at Wealth Management Advisors, LLC in Livingston, NJ, with 22 years of industry experience. He holds a Series 65 designation and has been with the firm since 2002. Wealth Management Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and pension and profit-sharing plans. The firm focuses on manager selection and monitoring, fixed-income portfolio management, and written financial planning, typically delivering advice on a nondiscretionary basis while emphasizing oversight of third-party managers.

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.

Roman Mordkovich is the sole advisor at Mordkovich Capital, LLC, an independent firm based in Westfield, NJ. He holds the CFA® designation and has 12 years of industry experience, having founded Mordkovich Capital in 2013. Mordkovich Capital serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios and employs both traditional and higher-risk trading strategies, including performance-based fee arrangements for qualified investors.