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.

Chelly Joseph is a financial advisor with Foliage Financial in Bonita Springs, FL, holding a Series 66 designation and 19 years of industry experience. Prior to founding Foliage Financial in 2025, Joseph held roles at firms including PACE Wealth Management and Merrill. Outside of advisory work, Joseph is also a licensed insurance agent involved in the sale of fixed insurance products. Foliage Financial offers discretionary and non-discretionary asset management primarily through third-party platform programs, alongside financial planning and consulting services. The firm implements client strategies using model portfolios, sub-advised solutions, or custom managed accounts, with ongoing monitoring and periodic reviews.

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.

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.

Dennis Bares is the sole advisor at River Tree Capital Management in Bonita Springs, FL, holding CFP®, Series 65, and Series 66 designations with 13 years of industry experience. He has been with River Tree Capital Management (formerly Bares Consulting Services) since 1998. River Tree Capital Management provides discretionary portfolio management and financial planning services to individuals and various institutional clients, including small businesses, corporate pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm utilizes a bottom-up fundamental analysis approach to develop customized Investment Policy Statements, focusing on publicly traded securities with an emphasis on small-cap opportunities and long-only portfolios.

Jamie Berger is the sole advisor at Berger Wealth Management, LLC in Naples, FL, with 18 years of industry experience. He previously worked for Stifel Independent Advisors, LLC from 2008 to 2024. Berger is also an independent insurance agent, selling insurance products since 2008. Berger Wealth Management provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, business owners, and qualified retirement plans. The firm uses tailored investment programs based on client goals, employing methods such as cyclical analysis and modern portfolio theory, and manages more than 200 client relationships, including corporate and institutional pension consulting services.

Thomas Patricca is a financial advisor at TLP Financial Services, Inc. in Estero, FL, holding the CFP® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has been with TLP Financial Services since 2016. In addition to advisory services, he provides part-time tax and accounting services. TLP Financial Services serves individuals, high-net-worth clients, trusts, estates, and businesses with discretionary and non-discretionary investment management and financial planning, including tax preparation for some clients. The firm offers customized portfolios built from mutual funds, ETFs, individual bonds, and independent manager strategies, managing approximately $37 million in client assets.

Keith Moored Jr. is a Series 65-licensed financial advisor with Twenty First Investors in Bonita Springs, FL, where he has worked since 1992, totaling 32 years of industry experience. He serves as a financial instructor for a local Bonita Springs class focused on asset allocation and investment portfolio construction, meeting seasonally from December to April. Twenty First Investors is an independent firm providing fee-based portfolio management and investment research primarily to high-net-worth individuals, families, trusts, IRAs, and select institutional accounts. The firm employs an asset-allocation strategy that spans multiple asset classes and uses fundamental, technical, and proprietary forecasting methods to guide risk-based investment decisions.

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.

Robert Frailey is a financial advisor with RWF Wealth Management LLC in Naples, FL, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Integra Wealth Management and Platinum Wealth Partners, and has been with RWF Wealth Management since 2019. Outside of his advisory role, he also works part-time in guest services at St Raphel. RWF Wealth Management provides advisory services primarily to individuals and high-net-worth clients, focusing on selecting third-party money managers and tailoring model allocations. The firm emphasizes due diligence and ongoing review of outside managers and does not manage client portfolios directly or accept custody or discretionary authority.

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.

Sagen Augustin is a CFP® professional with 16 years of experience in the financial services industry. He is the principal advisor at Jesurun Wealth Advisors LLC and has previously worked at firms including LaSalle St. Securities and Principal Securities. Outside of finance, Augustin is involved with Naples Comfort Systems by Stahlman Cooling and Heating, LLC. Jesurun Wealth Advisors LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers customized investment strategies aligned with clients’ objectives and risk tolerances, including discretionary and non-discretionary account management, and financial planning covering risk assessment and estate planning.

Charles Overbey Jr. is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at C. O. Overbey, Jr LLC in Bonita Springs, FL. His career spans roles under his own name and firm since 1984, including work as a licensed CPA. C. O. Overbey, Jr LLC offers financial planning and discretionary investment management to individuals, trusts, estates, and corporate entities. The firm employs a portfolio construction approach grounded in Modern Portfolio Theory and active equity and fixed-income research, focusing on long-term holdings and comprehensive financial planning separate from specific securities advice.