Philip Tavella

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Jason Huang is a Financial Advisor at Oppenheimer & Co. Inc., where he helps individuals and families achieve financial security through personalized guidance in insurance, investment strategies, and retirement planning. Prior to his current role, Jason served as a Financial Representative at Northwestern Mutual and a Senior Associate at Premier Financial Alliance. His early career includes technical positions at Henry Schein and Verizon, reflecting a diverse professional background. Jason is a CERTIFIED FINANCIAL PLANNER® professional since 2024. He has also obtained the Chartered Financial Consultant® (ChFC®) designation in 2024, and the Wealth Management Certified Professional® (WMCP®) designation in 2022, both through The American College of Financial Services. Additionally, he holds Series 7 and 66 FINRA licenses. Jason earned his B.A. in International Relations, Global Political Economy from the State University of New York at Geneseo. Committed to community service, Jason is an Eagle Scout Award recipient and is still active in his local Scouting Council. He has been recognized with the President’s Volunteer Service Award and a Certificate of Special Congressional Recognition for over 400+ hours of service. In his personal life, Jason enjoys hiking and camping in nature during the spring and alpine sports in winter. He is passionate about environmental issues. Jason currently resides with his wife and son in Stony Brook, NY.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

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.

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

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.