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.

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 at HPA Financial Group, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Paragon Investment Advisors LLC and H Papa & Associates prior to her current role. In addition to advisory work, she is licensed as an insurance agent. HPA Financial Group offers fiduciary investment advisory and asset management services to individuals, trusts, estates, charitable institutions, and business entities. The firm employs a passive, long-term investment approach based on modern portfolio theory, utilizing no-load mutual funds and ETFs tailored to each client's needs.

Adam Zuercher is a CFP® professional with 20 years of industry experience. He is the sole advisor at FortyOne Asset Management, LLC, an independent firm he joined in 2026. Prior to that, he worked at Krisdan Management, Inc. and Arthrex, Inc., and spent over two decades at Hixon Zuercher Capital Management. FortyOne Asset Management provides discretionary investment management with a focus on a concentrated U.S. equity strategy, serving individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, family offices, corporations, and other institutional clients. The firm employs fundamental, technical, valuation, trend, and relative-strength analysis to manage portfolios on a discretionary basis subject to client restrictions.

Ari Schneider is the sole advisor at Mandarin Advisers in Naples, FL, holding Series 65 and Series 66 licenses with five years of industry experience. He has worked in real estate since 2010, including roles at Premier Plus Realty and currently as a broker associate at MVP Realty. Outside of his advisory work, Schneider is also a licensed insurance agent offering fixed annuities, health, and life insurance products. Mandarin Advisers provides financial planning and investment advisory services to individuals, trusts, estates, and business entities. The firm offers customized portfolio management, retirement rollover guidance, and educational seminars, utilizing fundamental, technical, and cyclical analysis and coordinating with other professionals 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 at Emerson Partners with 36 years of industry experience. He previously worked at Private Portfolio, Inc. for 24 years before joining Emerson Partners in 2025. He holds the Series 63 designation and writes occasional market commentary on the EmersonLetter.com website. Emerson Partners is an independent firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using a range of instruments and analysis methods to tailor investment programs to client objectives and manage risk.

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.