William Rob Carlson

Ruth Grogan is a financial advisor at Juth Investment Advisory with three years of industry experience. She holds a Series 66 designation and has worked at Pershing LLC, BNY Mellon, and MTA. Juth Investment Advisory provides personalized financial planning and discretionary investment management primarily to individuals and small businesses. The firm employs a hybrid asset-management approach combining strategic and tactical allocation, utilizing both fundamental and technical analysis to tailor portfolios to 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 finance, he is the managing partner of Jonathan Grogan Acting Services LLC, pursuing acting roles in TV and film. Juth Investment Advisory provides personalized financial planning and discretionary investment management primarily to individuals and small businesses. The firm uses a hybrid asset-management approach combining strategic and tactical allocation, employing fundamental and technical analysis to tailor portfolios that include equities, options, ETFs, fixed income, and limited cryptocurrency exposure.

Patrick Bloomfield is the sole advisor at Bloomfield Asset Management, Inc., an independent firm based in Sanibel, FL. He holds the CFP® designation, as well as Series 63 and Series 65 licenses, and has 43 years of experience in the financial industry. Prior to establishing his independent practice in 2017, he worked at Wells Fargo Advisors Financial Network LLC for 17 years. Bloomfield Asset Management is a small SEC-registered advisory firm that serves individuals, trusts, foundations, and institutional clients. The firm provides discretionary investment and wealth management with a documented client profile and written investment plan, utilizing a range of securities and occasional third-party sub-advisors.

Brian Burgan is a financial advisor at Silver Thread Investments in Ft. Myers, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Silver Thread Investments since 2011. Outside of his advisory role, he is involved in real estate development through interests in several limited liability companies. Silver Thread Investments provides money management and investment consulting primarily to individual clients, as well as trusts, small businesses, and other entities. The firm employs a combination of fundamental, quantitative, and technical analysis to build core, long-term portfolios focused on stocks and bonds.

Andrew Pastrikos is a financial advisor with Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 12 years of industry experience. He has been with Roscoe Capital Management since 2015. Roscoe Capital Management provides discretionary portfolio management to individual and high-net-worth clients, applying a value-investing approach based on fundamental analysis. The firm offers both asset-based and performance-based fee arrangements and conducts periodic educational workshops on personal finance and investing.

Chad Kunc is a financial advisor with CPK Wealth Management LLC in Fort Myers, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before founding his current firm in 2018. Kunc is also a licensed insurance professional and dedicates a small portion of his time to this activity. CPK Wealth Management provides discretionary investment management, comprehensive wealth management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a relative-strength process combined with fundamental and technical analysis to construct portfolios with a generally long-term orientation, and it offers specialized retirement-plan and pension consulting services including ERISA fiduciary support.