Navalign, LLC

Matt Stadelman is a financial advisor at Navalign, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Navalign since 2018, following prior roles at Carter Jacobs, LLC and 1080 Financial Group. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for around 677 clients, employing a blend of fundamental analysis and various investment strategies, including the use of margin borrowing and options within separately managed accounts.

Aryan Golzar Shabestary is a financial advisor at Navalign, LLC with a Series 65 designation and over a decade of experience in consulting and financial services. Prior to joining Navalign and BNY in 2025, he worked at F.G. Consulting from 2014 to 2025. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a range of strategies that include margin borrowing and options trading within separately managed accounts.

David Jacobs is a financial advisor with Navalign, LLC in Encino, CA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Carter Jacobs, LLC since 2007. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million across about 677 clients, utilizing a combination of fundamental analysis, long-term and short-term strategies, and third-party managers, including the use of borrowing and derivatives within separately managed accounts.

Michael Partlow is a financial advisor at Navalign, LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Monarch Wealth Strategies, Fidelity Investments, TD Ameritrade, and LPL Financial. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for around 677 clients and employs a range of investment strategies, including the use of borrowing and derivatives within separately managed accounts.

Steve Trinh is a financial advisor at Navalign, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Carter Jacobs, LLC for three years before joining Navalign in 2018. Outside of advising, he is an investor in a restaurant and dedicates significant time to this hospitality venture. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for around 677 clients and employs a range of investment strategies, including the use of margin borrowing and options trading, combined with ERISA 3(38) pension consulting and corporate-level financial services.

Kevin Hawley is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Navalign, LLC since 2018 and previously worked at Carter Jacobs, LLC and Avondale Asset Management. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients and employs a mix of fundamental analysis, long-term and short-term strategies, and the use of borrowing and derivatives within separately managed accounts.

Stephen Rischall is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Navalign, LLC since 2018. He previously worked at Carter Jacobs, LLC and 1080 Financial Group. Outside of his advisory role, he owns Mod Potter, an e-commerce business specializing in plant and garden products. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million across about 677 clients, utilizing fundamental analysis and a mix of investment strategies including the use of borrowing and derivatives within separately managed accounts.

Scott Gaynor is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Navalign, LLC, where he has worked since 2023. His prior experience includes roles at KCS Wealth Advisory and Signature Estate & Investment Advisors LLC. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a mix of investment strategies including margin borrowing and options trading, alongside pension consulting and corporate-level financial services.