Philip Razza

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 has worked previously at Lazard Frères & Co. LLC, Jefferies, and Wolfe Research. Outside of finance, he is the founder of Freemind Consumer Products LLC, an online retail business. Freemind Financial Advisory serves individuals, businesses, and charitable organizations, offering asset management, financial planning, estate planning, retirement plan services, and fractional CFO support. The firm focuses on fundamental analysis and tailored asset allocation, with a distinctive emphasis on retirement plan consulting and business-oriented financial advisory services.

Christopher Wargas is a Series 65-licensed financial advisor at First Shelbourne with six years at the firm and a total of three years in the financial industry. Prior to his advisory career, he worked for twenty years with the Metropolitan Transportation Authority. First Shelbourne is an independent firm providing discretionary portfolio management and retirement-plan advice to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm uses a client-specific Core + Satellite investment approach that combines fixed-income passive core holdings with active satellite positions and considers client restrictions including ESG preferences.

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 and holds a Series 65 designation. He has professional experience spanning roles at Ally Anesthesia since 2022, Northwell Health from 2016 to 2022, and Boston Medical Center from 2013 to 2016. Bogart Advisory Group LLC serves high-net-worth individuals by providing ongoing portfolio management services that include individualized investment policy statements and discretionary trading authority. The firm’s investment approach integrates fundamental analysis with modern portfolio theory, focusing on long-term trading across mutual funds, equities, ETFs, and fixed-income securities.

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.