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 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.

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.

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.

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.

Bozidar Jovanovic is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He is the principal advisor at Honey Badger Advisors LLC and serves as a Professor of Practice at Boston College, where he teaches university-level finance courses. His prior experience includes roles at Leumi Investment Services Inc and William Raveis. Honey Badger Advisors LLC provides discretionary portfolio management, financial planning, and consulting services to a select client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental, modern portfolio theory and quantitative analysis to manage accounts, offering both customized and model portfolios under discretionary authority.

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.

Robert Chambers is a financial advisor at 80 Rods Advisors LLC in Larchmont, NY, holding a Series 65 designation with six years of industry experience. He previously worked at BNY Mellon from 2015 to 2022 before founding his current independent advisory firm. 80 Rods Advisors is a single-advisor firm offering comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm employs a long-term, passive investment strategy based on Modern Portfolio Theory and provides tailored financial planning alongside regular portfolio reviews and rebalancing.

Constantine Polites is the sole advisor at ARDROSSAN Wealth Management, LLC, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes roles at Citigroup Global Markets and Infosys Ltd. Outside of financial services, he is involved 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 emphasizes fundamental analysis and a long-term buy-and-hold investment approach, delivering services on a non-discretionary basis with client-approved trades.

Kwesi Simmsparris is the principal of Kaspian Wealth Management and holds a Series 66 designation with 20 years of industry experience. He has been with Kaspián Wealth Management Inc. since 2012 and has operated Kaspian Financial Service, Inc. since 2001. In addition to his advisory role, he is a Certified Public Accountant and an insurance agent, providing accounting and insurance services to clients. Kaspian Wealth Management LLC offers investment advisory services primarily to individual clients and qualified retirement plans, including ERISA 3(38) investment management. The firm employs discretionary asset management with asset allocation models, periodic rebalancing, and fundamental analysis, using third-party portfolio construction and reporting services.

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.

William Haggerty is a financial advisor with The Haggerty Investment Group, LLC in Ridgewood, NJ. He holds a Series 65 designation and has 20 years of industry experience. He is also the founder and owner of Haggerty & Bosch, LLP, a CPA and accounting practice. The Haggerty Investment Group is a single-advisor, state-registered investment adviser serving individuals, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and a mix of long- and short-term equity and fixed-income strategies, managing discretionary portfolios and providing access to third-party advisers.

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® 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.

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.

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.