James Frederick Shaw

Ruth Grogan, CPA, is a financial advisor and Chief Compliance Officer at Juth Investment Advisory. She holds Series 7 and Series 66 licenses and brings financial industry experience from Pershing LLC, BNY Mellon, and the Metropolitan Transportation Authority (MTA). Ruth combines her CPA expertise with personalized investment management to help individuals and families navigate retirement planning, tax-efficient investing, and wealth preservation. With a focus on Florida retirees and those approaching retirement, she helps clients develop strategies for retirement income, investment withdrawals, and long-term financial security. Her approach integrates investment management with thoughtful tax planning, helping clients make informed decisions about their wealth throughout retirement.

Jonathan Grogan is the Managing Partner and Chief Investment Officer of Juth Investment Advisory, specializing in creative financial planning and strategic investment management. With a passion for identifying exceptional investment opportunities, he combines fundamental research, technical analysis, and disciplined stock selection to build portfolios tailored to each client’s financial goals. His approach blends long-term wealth creation with tactical market opportunities, helping clients grow, preserve, and maximize their wealth.

Lynn Orr is the sole advisor at Lynn H. Orr Capital Management Group, Inc. in Marco Island, FL, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has managed his firm since 1998. The firm provides discretionary portfolio management and financial advice to individual clients, including high-net-worth individuals, managing approximately $72 million across 66 client relationships. Investment decisions are tailored to client goals and risk tolerance, utilizing a wide range of investment options and strategies, including options, margin, and short positions when appropriate.

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.

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.