Mauro Leos is a financial advisor at Next Pronto Capital Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CLSA Americas, CITIC Securities International USA, and Neuheit Associates. He is the founder of Next Pronto LLC, a financial planning business. Next Pronto Capital Advisors provides fee-only financial planning and wealth management services to individuals, families, and small businesses. The firm uses a bottom-up investment approach that emphasizes intrinsic value and corporate governance, offering tailored planning, portfolio construction, and an optional discretionary service to manage held-away retirement accounts.

Loretta Nolan is a CFP® with 28 years of industry experience and the principal of Loretta Nolan Associates, LLC, an independent advisory firm she has led since 1997. She holds Series 63 and Series 65 licenses. Loretta Nolan Associates, LLC provides portfolio management, financial planning, consulting, and income tax preparation services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $135.8 million in client assets, primarily on a non-discretionary basis, and employs a fundamental analysis investment process with a long-term orientation that also allows for short-term trades and option-writing strategies.

Erik Dellith is the principal of Dellith Wealth Advisory in Fairview, NJ, holding Series 65 and Series 63 licenses with four years of industry experience. He previously worked at Rex Global Wealth Management and Purshe Kaplan Sterling Investments. Outside of advising, he is a licensed insurance agent and engages in equity research and other business activities. Dellith Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm utilizes a diverse investment approach involving multiple analysis methods and strategies, executing transactions only after client approval in line with each client’s investment policy statement.

David Siflinger is the principal of David's Planning Services, LLC in Eastchester, NY. He holds a Series 65 license and has two years of industry experience. Prior to his current role, he worked at DermX Media and RNN-TV. David's Planning Services, LLC offers general financial planning to individuals and small businesses, focusing on budgeting, retirement and investment guidance, insurance advice, tax preparation, and education planning. The firm typically recommends diversified mutual funds and employs a buy-and-hold strategy without managing client assets or accepting discretionary authority.

Sumit Kumar is a financial advisor at Stone Lake Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stone Lake Wealth since 2016. Stone Lake Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on client interviews, asset allocation, and periodic reviews, utilizing both fundamental and quantitative analysis to build portfolios that may include stocks, bonds, ETFs, mutual funds, and, when appropriate, leveraged and derivatives strategies.

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.

Srdana Pokrajac is a CFA® charterholder and financial advisor with two years of industry experience, currently serving as the sole advisor at Planbound, LLC in New York, NY. She has been involved with Planbound since 2023 and also maintains a role at Wize Venture, Inc. Outside of her advisory work, she is engaged with Spartan Planning Group, a fee-only financial planning firm serving families, individuals, and organizations. Planbound offers financial planning, wealth management, and financial education services to individuals, high-net-worth clients, and small businesses. The firm uses a diversified, primarily passive investment approach and supports various engagement structures, including asset-based management, flat-fee planning, and hourly consulting.

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.

Charles Doran is a financial advisor at Prometheus Investment Advisors LLC in Greenwich, CT, with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Questar Asset Management and Questar Capital Corporation since 2015. Doran has been with Prometheus Investment Advisors since 2018. Prometheus Investment Advisors LLC is a small independent registered investment adviser serving individuals and high-net-worth clients. The firm manages discretionary portfolios using modern portfolio theory and quantitative analysis, combining model allocations with tailored recommendations while typically operating under discretionary authority.

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.

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 three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Deutsche Bank Securities Inc for four years. Before that, he was affiliated with the Tepper School of Business for two years. Westport Advisory provides wealth management and financial planning services to individuals and high-net-worth clients. The firm offers a mix of fixed planning fees and hourly billing, focusing on non-discretionary portfolio management aligned with asset allocation principles 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.

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, 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.