Dale Eugene Kramer

Ruth Grogan is a financial advisor at Juth Investment Advisory with three years of industry experience. She holds a Series 66 designation and previously worked at Pershing LLC and BNY Mellon. Juth Investment Advisory serves individual clients and small businesses, offering financial planning and discretionary investment management across various asset classes including equities, options, ETFs, and fixed income. The firm uses a hybrid strategic-and-tactical allocation approach with periodic rebalancing and quarterly reviews to align portfolios with client goals and risk tolerance.

Jonathan Grogan is a financial advisor at Juth Investment Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Pershing LLC, Evergreen, and Northwestern Mutual. Outside of advising, he manages Jonathan Grogan Acting Services LLC, an acting business focused on TV and film productions. Juth Investment Advisory serves individual clients and small businesses, offering financial planning and discretionary investment management with a focus on publicly traded equities, options, ETFs—including cryptocurrency-related ETFs—and fixed income. The firm employs a hybrid strategic-and-tactical allocation approach with periodic rebalancing and quarterly reviews, and it serves a broad client base that includes institutional categories not often targeted by firms of its size.

Austin Alhajj is a financial advisor at Massari Asset Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Algo Exchange and Trade Club, among others. He is also involved with Massari Intelligence LLC, a technology company affiliated with his firm that develops AI and research tools. Massari Asset Management LLC provides discretionary investment management to a diverse client base, utilizing AI-assisted research and systematic quantitative models for equity strategies, along with direct-indexing and tax-loss harvesting techniques.

Charley Corbett is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Local Wealth Advisors in Naples, FL. His prior experience includes roles at Aviance Capital Partners LLC, Nova Wealth Management, and Charles Schwab. Outside of his advisory work, he manages homeowner association operations as a self-employed property management professional. Local Wealth Advisors manages private investment funds for qualified investors and provides retirement plan consulting and management for employer plan sponsors. The firm combines fundamental analysis with Modern Portfolio Theory, utilizing both passive and active investment vehicles within an asset-allocation framework that prioritizes liquidity, tax considerations, and diversification.

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Mark Harrison is a financial advisor at MTH Trading & Capital Management, LLC, an independent firm based in Naples, FL. He holds a Series 65 designation and has 16 years of industry experience. Harrison has been with MTH Trading & Capital Management since 2009. MTH Trading & Capital Management provides portfolio management and Investment Supervisory Services primarily for individual and high-net-worth clients, utilizing a combination of charting, fundamental, technical, and cyclical analysis. The firm employs strategies including long- and short-term trading, short sales, and options writing, and operates with discretionary trading authority while focusing on equities, bonds, fixed income, ETFs, and government securities.