Seasoned advisors focused on single women in the US

Bruce Manasevit is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading The Manasevit Group. He began his career in financial advising in 1998 and joined Merrill Lynch in 2007. Prior to this, Bruce served as President and CEO of his family’s third-generation business. His team focuses on delivering personalized wealth management strategies by listening carefully to clients’ needs, addressing opportunities and challenges, and helping them achieve personal and financial goals. Bruce specializes in areas including retirement planning, family wealth management, legacy and tax minimization strategies, and financial planning for business owners. Bruce holds an MBA in Finance and Real Estate from Columbia University Business School and a bachelor’s degree from Washington University in St. Louis. He has earned the Chartered Retirement Planning Counselor™ (CRPC™), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA) designations. His expertise extends to supporting high-net-worth individuals, families, and business owners in creating comprehensive, tailored plans that align with their unique priorities. In addition to his professional work, Bruce is involved in community initiatives related to bone marrow transplantation. He co-founded the Amy Strelzer Manasevit Research Program in 1998 to improve patient outcomes following bone marrow transplants and serves as an emeritus board member of the National Marrow Donor Program Foundation. He is also a member of the Columbia University Club of New York and YPO Greenwich. Bruce resides in Fairfield, Connecticut, where he enjoys tennis, spending time with his family, biking, cooking, gardening, and traveling.

Catherine Curtis is a CFP® professional with 13 years of experience in financial planning. She is the sole advisor at Curtis Financial Planning, an independent firm she has led since 2013 in Oakland, CA. Curtis Financial Planning provides fee-only financial planning and investment management to individuals, families, and small-business owners, with a focus on the financial planning needs of women. The firm employs a strategic asset allocation process using diversified portfolios and operates as a fiduciary, offering educational seminars and maintaining a business continuity agreement with another fee-only advisory firm.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Alissa Krasner Maizes, CERTIFIED FINANCIAL PLANNER®, is the Founder of Amplify My Wealth, a licensed attorney, fee-only fiduciary financial advisor, and winner of the 14th Annual Plutus Awards for Best Financial Advisor Financial Literacy Content Creator, providing financial advice to the clients of her firm, Amplify My Wealth, and pro bono advice to clients of the nonprofit Savvy Ladies. Alissa tailors her advice and plans to women [and their families] with a six-figure household income, net worth, or both, as well as to young adults embarking on their financial journey. As a fiduciary, Alissa places your needs at the forefront, equipping you with the knowledge and guidance to overcome wealth-building barriers and achieve financial confidence so you can live the life you desire. Empowering yourself with a trusted partner, advice, plan, and guidance for implementing your plan will ensure you achieve the life you want sooner than you imagine.

Jill Gianola is a CFP® professional with 21 years of industry experience, serving clients through her firm, Gianola Financial Planning, LLC, since 1995. She is the author of The Young Couple's Guide to Growing Rich Together and co-author of Single Women and Money: How to Live Well on Your Income. Ms. Gianola also occasionally presents compensated financial planning seminars and workshops. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses, emphasizing comprehensive planning and strategic asset allocation primarily using diversified index and exchange-traded funds. The firm operates on a non-discretionary basis with fixed retainer and project fees, focusing on planning rather than product distribution.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 20 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at MAFG RIA Services, Inc. since 1994 and Mid-Atlantic Companies since 1981. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a fundamental analytical approach supplemented by charting and cyclical analysis, offering a broad range of investment strategies and regularly performing due diligence and account reviews.