Thomas Maxwell Boerum

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.

Gilbert Cardillo is a financial advisor at Peconic Asset Planning with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Investacorp and Securities America prior to his current role. Cardillo serves as a volunteer trustee for Suffolk County Parks, where he evaluates land purchases for parkland potential. Peconic Asset Planning provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, and estates. The firm constructs customized portfolios using ETFs, mutual funds, stocks, and bonds, emphasizing continuous personal client contact and employing both fundamental and technical analysis to manage primarily long-term portfolios.

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.