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.

Eric Nelson is the sole advisor at Abe Capital Management, LLC, where he has provided investment advisory services since 2010. He holds a Series 65 credential and has 16 years of industry experience. Prior to founding Abe Capital Management, his professional background details are not disclosed. Abe Capital Management offers discretionary asset management to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios composed of equities, bonds, ETFs, mutual funds, options, and private investments, while providing continuous supervision and quarterly reporting.

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 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.

James Byron III is the sole advisor at Green Rock Advisors, LLC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Colliers International and Avison Young and serves as Principal and Broker at Green Rock Realty, a real estate leasing business. Green Rock Advisors, LLC is a private real estate investment manager specializing in value-added office property investments in transit-oriented submarkets of the New York, Boston, and Washington, D.C. metro areas. The firm manages portfolios primarily for institutional investors and high-net-worth individuals through pooled private investment vehicles.

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.

Joseph Obertlik is the principal of Obertlik Wealth Management LLC, holding a Series 65 credential with one year of industry experience. He founded his firm in 2025. Outside of financial advising, he serves as president of multiple pickup and delivery service companies and a vending machine business. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management to individuals and high net worth clients, managing approximately $20 million across roughly 25 client accounts. The firm creates tailored investment programs based on client goals, employing fundamental and cyclical analysis, with regular portfolio reviews and active management of asset allocation, security selection, rebalancing, and tax-loss harvesting.

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.

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 with Spring Delta Asset Management, LLC in New York, NY. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role since 2020, he worked at Aurora Private Wealth and APW Capital, Inc. from 2018 to 2020, and at Oppenheimer & Co. from 2011 to 2018. He serves as treasurer for the Brooklyn Emerging Leaders Academy, a charter school, assisting with organizational and budget matters. Spring Delta Asset Management provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and select corporate and institutional clients. The firm manages accounts primarily through two ETF-based model strategies within a firm-sponsored wrap fee program, employing both a leveraged tactical approach and a non-leveraged buy-and-hold approach.

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® professional with eight years of industry experience, currently serving as the sole advisor at Myra Wealth in New York, NY. His prior experience includes roles at BNP Paribas and leadership positions at MYRA Capital LLC and Myra Advisors, LLC. He has been affiliated with New York University since 2022. Myra Wealth is an independent advisory firm that provides digital financial planning, advisory consultations, and discretionary portfolio management primarily through an interactive web-based platform. The firm employs a passive, ETF-based investment approach with computer-driven models and automated rebalancing, serving individuals, trusts, and businesses, including high-net-worth clients.