Joanne Lea Carlos Bennett

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.

Dan Zimon is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at growing and protecting their wealth. He emphasizes simplifying complex financial matters to provide clarity and build confidence, enabling clients to achieve their financial goals and preserve their legacies. He has held various roles in the financial industry, including Portfolio Manager at MS Discovery, LLC from 2023 to 2025, Research Analyst and Trader at Millennium Management, LLC from 2015 to 2023, and Associate at Zimmer Lucas Capital from 2012 to 2015. Outside of his professional pursuits, Dan engages in cooking and baking, participates in family activities, maintains fitness, enjoys parenthood, reads, and travels.

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.

Joseph Ohara is a PFS™ credentialed financial advisor with eight years at O'Hara Wealth Management Inc and a total of 17 years in the industry, including his ongoing role at O'Hara & Company. He also serves as CFO for an auto parts supplier. O'Hara Wealth Management Inc is an independent investment adviser that provides portfolio management and comprehensive financial planning to individual and high-net-worth clients, employing fundamental analysis and modern portfolio theory to construct portfolios. The firm is affiliated with an accounting practice and is led by a licensed CPA, offering both discretionary and non-discretionary services.

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.