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.

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.

Archer Gillespie is the sole advisor at Gillespie Wealth Management Inc in Naples, FL, holding a Series 66 designation with 19 years of industry experience. He has led his firm since 2013 and is also a licensed life and health insurance agent. Gillespie Wealth Management provides comprehensive financial planning, individualized portfolio management, and family office services including estate planning, tax coordination, philanthropic planning, and concierge support. The firm emphasizes an investment approach focused on value, safety, quality, and risk control, and is notable for combining traditional advisory services with family office offerings such as aircraft and yacht consulting alongside insurance product recommendations.

Kenneth Rubin is a financial advisor with House Capital Advisors, LLC in Naples, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with House Capital Advisors since 2018. House Capital Advisors is a state-registered investment adviser serving individuals, trusts, estates, and institutional and nonprofit clients. The firm employs an active, research-driven approach that incorporates fundamental, technical, and economic analysis, and manages portfolios that may include derivatives, short sales, and margin strategies.

Frank Fontana is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Banyan Asset Management, Inc. since 2002 and also serves as a part-time business consultant for Gulfshore Oral Surgery, PA, providing guidance on business processes. Prior to and alongside his advisory role, he worked with Royal Palm Physician Group, PA. Banyan Asset Management, Inc. is an independent firm providing fee-only investment advisory and discretionary portfolio management services to individuals, trusts, estates, and charitable organizations. The firm uses a blend of fundamental, technical, charting, and cyclical analysis and incorporates derivatives strategies in separately managed accounts, focusing on direct oversight by its principal advisor.

Olivia Papa is a financial advisor with HPA Financial Group, LLC in Naples, FL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She founded HPA Financial Group in 2017 after operating H Papa & Associates from 2013 to 2017. In addition to advisory services, she is licensed as an insurance agent. HPA Financial Group provides fiduciary investment advisory and asset management services to individuals, high net worth clients, trusts, estates, charitable institutions, and business entities. The firm employs a passive, long-term investment approach based on modern portfolio theory, using primarily no-load mutual funds and ETFs, with personalized portfolio construction and discretionary management.

Ari Schneider is a financial advisor at Mandarin Advisers in Naples, FL, holding Series 65 and Series 66 licenses with five years of industry experience. He has a background in real estate, working with MVP Realty since 2017 and previously with Premier Plus Realty from 2010 to 2017. In addition to financial advising, he is involved in real estate brokerage and provides fixed annuities and health and life insurance services as a sole proprietor. Mandarin Advisers offers financial planning and investment advisory services to individuals, trusts, estates, and business entities, providing portfolio management, retirement and pension guidance, and educational seminars. The firm employs a combination of fundamental, technical, and cyclical analysis in managing accounts and coordinates with other professionals for implementation when needed.

Daniel Keller is the principal of LUMA Capital, an independent advisory firm based in Naples, Florida. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Keller also serves as a consultant on tax structuring and compliance for Aqualane Advisory, an international accounting and tax consulting firm, where he is a director. LUMA Capital provides investment management and advisory services to family offices, high-net-worth individuals, retirement plans, foundations, trustees, estates, and institutional clients. The firm uses fundamental research, due diligence, and macroeconomic analysis to tailor investment strategies across a wide range of instruments, including public equities, fixed income, options, derivatives, and private fund interests.

Altin Meleqi is a Series 65-licensed financial advisor with over 10 years of industry experience. He is the sole advisor at Financial Freedom Capital Management, a firm he has been with since 2015. His prior experience includes roles at Premiere Plus Realty and several investment-related companies, where he holds leadership positions. Financial Freedom Capital Management serves individuals, companies, trusts, and pension plans, managing approximately $70.4 million across about 229 clients. The firm focuses on long-term investing, income generation, and tax minimization, utilizing a top-down fundamental analysis approach and offering services including pension transfers for UK expatriates and tax preparation.

James Walker is the principal of James W. Walker, P.A., an independent firm based in Naples, FL. He holds CPA credentials and has 27 years of industry experience. Walker has managed his firm since 1998, which combines investment advisory services with a Certified Public Accounting practice. James W. Walker, P.A. provides portfolio management and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-oriented investment philosophy and integrates tax, accounting, and financial counseling services alongside its advisory work.

Charles Lewis is a CFA® charterholder and holds a Series 63 license with 26 years of industry experience. He has been the sole advisor at Lewis Capital Management since 1998. The firm provides portfolio management and financial planning services primarily to individual and trust clients, focusing on larger accounts without a formal minimum. Investment strategies emphasize tax and expense minimization, favoring large-cap U.S. companies with established earnings and dividend growth, and using indexed equity funds or institutional bond funds when appropriate. Lewis Capital Management manages accounts individually on a discretionary basis and maintains policies to avoid conflicts of interest.

Jon Lamonge is the principal of Lamonge Capital Management, LLC and holds Series 63 and Series 65 licenses with 21 years of industry experience. He has been self-employed since 2004 and has an ownership interest in an excavating and drilling business. In addition to his advisory role, Lamonge is an independent health insurance agent and real estate sales consultant. Lamonge Capital Management provides portfolio management services to individuals, high-net-worth clients, and pension trusts, utilizing diversified investment strategies including equities, fixed income, ETFs, real estate funds, and options. The firm operates under a fiduciary standard and incorporates written investment policy statements, charting, and analysis to guide its investment decisions.

David Marshall is a financial advisor with Emerson Partners in Naples, FL, holding a Series 63 designation and 35 years of industry experience. Prior to joining Emerson Partners in 2025, he worked for Private Portfolio, Inc. for 24 years. He also writes occasional market commentary for the website EmersonLetter.com. Emerson Partners is an independent advisory firm serving clients with personalized investment strategies.

Richard Struthers is the sole advisor at Clearwater Capital Management in Naples, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Clearwater Capital Management since 1998. Struthers also serves as an independent trustee for the Madison Funds. Clearwater Capital Management provides discretionary investment management primarily to high-net-worth individuals through separately managed accounts, using a fundamental, long-term research approach supplemented by technical and cyclical analysis. The firm focuses on a bespoke, concentrated advisory practice with diversified equity selections and conservative fixed-income holdings.

Gregory Melvin is a CFA® charterholder with 29 years of industry experience, currently serving as president of Dartmouth Capital Advisors, Inc., an independent firm he has been with since 1995. He also has been a director at First National Bank (formerly Iron and Glass Bank) since 1997. Prior to and concurrent with his role at Dartmouth, he has worked at C. S. McKee, L.P. since 2000. Dartmouth Capital Advisors manages assets for high-net-worth individuals, families, foundations, medical offices, law firms, and institutional clients, including pension and profit-sharing plans. The firm employs a quantitative equity process combined with qualitative due diligence and uses an active, bottom-up approach to fixed-income management, with a notable client mix weighted heavily toward high-net-worth assets alongside meaningful pension and corporate accounts.

Adam Aulestia is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Aulestia Wealth Management, Inc. He previously worked at LPL Financial LLC for 10 years before focusing exclusively on his independent firm. Outside of his advisory role, Aulestia is involved in private investment activities as a partner of Virtual Bridge LLC and acts as an organizer for multiple special purpose vehicles investing in private companies. Aulestia Wealth Management provides portfolio management, family office consulting, and pension consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to implement long-term strategies, managing accounts primarily on a discretionary basis consistent with client objectives.

Craig Sutherland is a financial advisor with Strategic Probability Partners, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Strategic Probability Partners since 2014. Strategic Probability Partners provides discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and endowments and foundations. The firm employs strategic and tactical asset allocation across multiple asset classes, using ETFs, index funds, mutual funds, and individual debt securities, with portfolio decisions informed by fundamental, technical, valuation, and business-cycle analysis.

Soren Christensen is a CFP® and ChFC® with 19 years of industry experience, currently serving as the sole advisor at Advanced Investment Management LLC in Naples, FL. His career includes roles at G.F. Investment Services LLC and multiple entities under the Advanced Investment Management umbrella. Outside of financial advising, he manages STC Productions LLC, an entertainment and event planning business. Advanced Investment Management LLC provides discretionary asset management and financial planning services primarily to high-net-worth individuals, managing approximately $69 million across 61 accounts. The firm employs a combination of fundamental and technical analysis to tailor investment strategies and coordinates with outside professionals as needed.

Georgeann Portokalis is the sole advisor at GAP Financial Counseling Corp. in Naples, FL, with 21 years of industry experience. She holds the CFA® designation and has led her independent firm since 2005. She participates actively in professional education and industry forums, including CFA Institute activities and estate-planning conferences. GAP Financial Counseling provides fee-only, project-based financial counseling and investment analysis to individuals and business entities, including high-net-worth clients and business owners. The firm emphasizes detailed fundamental analysis and strategic financial planning, focusing on consulting engagements rather than ongoing portfolio management.