Joseph Stein

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.

Peter Creedon is a financial advisor at Crystal Brook Advisors with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Crystal Brook Advisors since 2014 and HSBC Securities (USA) Inc. since 2013. In addition to his advisory work, he teaches online courses as a moderator for The American College and is an enrolled agent providing tax preparation services. Crystal Brook Advisors offers financial planning, investment consultation, and portfolio supervisory services to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of active, core+satellite, and passive investment strategies, provides referrals to third-party managers, and operates both discretionary digital accounts and primarily non-discretionary supervisory services.

Gigi Turbow Marx is the sole advisor at Old Field Advisors LLC, an independent firm where she has worked since 2005. She holds a Series 65 designation and has four years of industry experience. Old Field Advisors provides fee-only financial planning and wealth management services to individuals, families, trusts, estates, privately held businesses, and nonprofit organizations. The firm employs a core-and-satellite investment approach emphasizing passive index funds and ETFs, with active funds or individual holdings used selectively, and offers specialized services in charitable planning and sub-advising other registered investment advisors.