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 Davis is the Principal of Davis Capital Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Davis Securities, LLC since 2005 and is the sole managing member and owner of Davis Capital Management LLC, the general partner of Davis Strategic Growth Fund LLP. He also owns Davis Insurance Agency LLC and Davis Management LLC, which provides administrative services for related entities. Davis Capital Advisors provides tailored investment management services to individuals, including high-net-worth clients, and institutional entities such as pension plans, trusts, and charitable organizations. The firm constructs individualized portfolios using a variety of asset classes and strategies, managing both discretionary and non-discretionary accounts while also providing advisory support for retirement plan participants.

Hi there! I'm Jenna VanLeeuwen, a CERTIFIED FINANCIAL PLANNER™ professional and founder of Aligning Wealth. We guide purpose-driven people ready to transform their financial success into meaningful life changes, whether that is retirement, a career pivot, or building a lasting legacy. Our comprehensive approach goes beyond traditional wealth management - we align your financial strategies with your personal values and vision. For many of our clients, this means maximizing tax advantages, building sophisticated retirement income strategies, and managing investments. For others, it may mean expert guidance through liquidity events, business exits, or legacy planning. Most importantly, our partnership empowers you to embrace a rewarding next chapter with confidence and clarity, building upon the same vision and values that have accompanied your success so far. Let’s build something meaningful together, starting with a free 45-minute consultation call. Just hit that contact button to the left or visit my website: www.aligningwealth.com.

Richard Russo is a financial advisor with RKR Capital Group LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Greenlea Lane Capital Partners and Prince Henry Group before joining RKR Capital Group in 2018. RKR Capital Group LLC provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals. The firm employs a concentrated, long-only equity value strategy focused on bottom-up research and long-term capital appreciation, managing approximately $7.83 million in assets.

Sebastian Torrente is the sole advisor at New York Fee Simple, LLC, a state-registered investment advisory firm based in Brooklyn, NY. He holds Series 63 and Series 65 designations and began his advisory career in 2025 after previous experience in engineering and consulting roles at firms including GEI Consultants, Inc. and LeMessurier Consultants, Inc. Torrente is also a registered representative of Joseph Stone Capital, LLC, a broker-dealer, and conducts separate brokerage activities in that capacity. New York Fee Simple, LLC provides portfolio management and investment advice to individuals, trusts, estates, family entities, and certain private companies. The firm combines qualitative and quantitative analysis to tailor investment recommendations and offers both discretionary and non-discretionary management alongside educational seminars and presentations.

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 CPA and CFP with 30 years of experience, currently operating as the sole advisor at Mark E. Reich, CPA, CFP in New York, NY. He provides financial planning and investment supervisory services, alongside separate accounting services that are contracted independently. His firm offers fee-based financial planning and periodic investment oversight to individuals, high-net-worth clients, trusts, estates, and charitable organizations. Investment management is tailored to each client, using fundamental analysis and a combination of long- and short-term strategies, with periodic reporting and discretionary authority granted as needed.

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.

Joseph Iraci is a financial advisor at Phoenix-Veritas Wealth Management with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including JP Morgan Chase Bank, Robinhood Markets, and TD Ameritrade. Outside of advising, he serves as adjunct faculty at New Jersey City University and St. John's University and is the owner of a restaurant in Vermont. Phoenix-Veritas Wealth Management provides financial planning and investment advice primarily through publications and digital content, serving self-directed investors and individuals seeking education and consultation. The firm combines fundamental and technical analysis and emphasizes educational content delivered via multiple digital platforms alongside one-on-one consultations.

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 a financial advisor at I-Squared Wealth Management, Inc. in Totowa, NJ, with nine years of industry experience. He holds a Series 65 designation and has been with I-Squared Wealth Management since 2016. Desai 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 provides discretionary asset management and institutional investment consulting to individuals, high net worth clients, and retirement plans. The firm employs a 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 while also offering defined retirement plan consulting to employer plan sponsors.

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 an investment adviser representative at Ardrossan Wealth Management, LLC with Series 63 and Series 65 credentials and over eight years of combined experience in financial services and related industries. His prior roles include positions at Infosys Ltd. and Hiteks Solutions Inc., as well as entrepreneurial ventures in the film and entertainment sectors through Mykonos Film, LLC and Anthos Entertainment, LLC. Ardrossan Wealth Management provides personalized wealth management and financial planning services to individuals, high-net-worth families, trusts, and estates. The firm employs a fundamental analysis and long-term buy-and-hold investment approach, offering portfolio management on a non-discretionary basis with a focus on both non-high-net-worth and high-net-worth clients.

Michael Lackwood is a financial advisor at Spring Delta Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co., Aurora Private Wealth, and APW Capital, Inc. Outside of his advisory role, he serves as treasurer for the Brooklyn Emerging Leaders Academy, a charter school in Brooklyn, New York. Spring Delta Asset Management provides discretionary portfolio management and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. The firm employs a proprietary All Cap Momentum strategy using ETFs and a combination of charting, quantitative, and technical analysis, and offers services including Investment Policy Statements, pension consulting, and manager monitoring.

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 seven 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 Amazon, and he has been affiliated with Myra Advisors, LLC and MYRA Capital LLC since 2018 and 2021, respectively. Vakil also holds an academic position at New York University. Myra Wealth offers planning, consultation, and discretionary investment management through an interactive online platform, primarily serving individuals, households, trusts, and businesses. The firm employs a passive, ETF-based investment approach with algorithmic portfolio monitoring and rebalancing, and integrates tax services and proprietary technology to support its subscription-based model.

Andrew Corrigan is a CFA® and the principal of Mountain Ash Capital LLC, where he has worked since 2025. He has prior experience at GDI Group LLC, where he also serves as Finance Director, and at AIB Group PLC. Mountain Ash Capital LLC is an SEC-registered investment manager that provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm employs a range of strategies including fundamental analysis, modern portfolio theory, and quantitative models, and emphasizes tailored plans and regular portfolio monitoring.

James Denby is a financial advisor with Denby Financial Services, LLC in Clifton, NJ, holding a Series 65 designation and 11 years of industry experience. He has been with Denby Financial Services since 2010. Denby Financial Services provides investment advisory and financial planning services to individual clients, emphasizing fundamental analysis and a mix of long- and short-term strategies. The firm typically manages accounts on a non-discretionary basis and offers additional services such as income tax preparation, small business accounting, and payroll.

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.