Caitlin Joy Murray

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Daniel Smith is a financial advisor at Freemind Financial Advisory with two years of industry experience. He holds a Series 65 designation and previously worked at Lazard Frères & Co. LLC, Jefferies, and Wolfe Research. Outside of his advisory role, he is the founder of Freemind Consumer Products LLC, an online retail business unrelated to investment services. Freemind Financial Advisory serves individuals, high-net-worth clients, businesses, and charitable organizations by offering asset management, financial planning, estate planning, retirement plan services, accounting, tax, and fractional CFO services. The firm employs a fundamental analysis-based investment approach and combines retirement plan consulting with accounting and CFO services, managing approximately $7 million for a specialized client base.

Christopher Wargas is a financial advisor with First Shelbourne LLC, holding a Series 65 credential and four years of industry experience. Prior to founding First Shelbourne in 2020, he spent 20 years with the Metropolitan Transportation Authority. His background includes a long tenure as a police sergeant. First Shelbourne is an independent registered investment adviser that manages portfolios for individuals, high net worth clients, small businesses, and charitable organizations. The firm uses proprietary tiered model portfolios composed of low-cost exchange-traded funds and generally manages accounts on a discretionary basis.

Andrew Bogart is the sole advisor at Bogart Advisory Group LLC, holding a Series 65 credential with one year of experience in financial advising. Prior to founding his advisory firm in 2026, he worked at Northwell Health for six years and Ally Anesthesia for four years. Bogart Advisory Group LLC serves high-net-worth individuals by providing ongoing portfolio management services tailored to client-specific goals and risk tolerance. The firm combines fundamental analysis with modern portfolio theory to manage long-term investments across mutual funds, equities, ETFs, and fixed-income securities while acting as a fiduciary for retirement accounts.

Joseph Carbone is a CFP® certificant with 21 years of experience in financial advisory services. He has been the sole advisor at Focus Planning Group since 2015 and also holds insurance licensure as an independent insurance agent for various companies. Focus Planning Group serves individuals, small businesses, charitable organizations, and retirement plans, offering financial planning, investment consultation, and portfolio management. The firm employs a Modern Portfolio Theory-based investment approach, primarily utilizing diversified, low-cost passive ETFs alongside other asset types, and provides educational workshops on personal finance and investing.

Johnathan Komich is a CFA® charterholder and registered financial advisor with seven years of industry experience. He is the principal of Komich Capital Advisors, an independent firm he founded in 2019, and previously worked at Eaton Vance Management. In addition to his advisory role, he is an insurance agent with Barson Associates, focusing on personal and commercial insurance lines. Komich Capital Advisors provides financial planning and investment management services to individuals, trusts, investment companies, pension plans, and business entities. The firm emphasizes comprehensive household-level planning and custom portfolio construction based on after-tax expected returns and historic volatility, using ETFs, individual debt securities, mutual funds, and third-party managed accounts.