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.

Andrew Court is a CFP® professional with 36 years of industry experience, currently serving as the sole advisor at Legacy Wealth Management, Inc. in Cape Coral, FL. His career includes roles in real estate and insurance, with active involvement as a licensed real estate agent and insurance agent. Outside of advisory services, he owns and manages multiple property-related businesses and operates a charter boat business. Legacy Wealth Management, Inc. is an independent advisory firm offering discretionary asset management, financial planning, and educational seminars to individual clients. The firm employs a blend of fundamental and technical analysis across various investment strategies, managing portfolios on a discretionary basis with quarterly reviews.

Keith Finkelstein is the principal advisor at MarketStrats, LLC, an independent firm based in Cape Coral, FL. He holds a Series 66 designation and has 12 years of industry experience, including three years at Wells Fargo Advisors. He also serves as an adjunct instructor for undergraduate finance courses at the University of Maryland University College. MarketStrats serves individuals, high-net-worth clients, and corporations, providing discretionary investment management and financial planning. The firm is notable for its focus on corporate and business clients, offering customized fee arrangements and employing quantitative and technical analysis supported by independently verified AI tools.

Eric Kearney is a financial advisor at Retirement Wealth Advisors, LLC in Cape Coral, FL, holding a Series 66 designation with 19 years of industry experience. He has been with Retirement Wealth Advisors since 2018 and previously worked at Brookstone Capital Management. Kearney also conducts retirement education courses for the community through the SW Florida Education Network on a volunteer basis. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, no-load mutual funds, stocks, bonds, and model portfolios, primarily managing accounts on a discretionary basis.

Gavin Collins is a financial advisor with Monocacy Wealth Management, LLC holding a Series 65 credential and no prior industry experience. He currently works as a sales agent and custom home specialist with Miloff Aubuchon Realty Group, providing real estate and custom home consulting. Monocacy Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs diverse investment strategies and analytical methods, integrating tax, insurance, and real estate services through its affiliated businesses.

Joseph Lanza is a Series 65-licensed financial advisor with Retirement Wealth Advisors, LLC, where he has worked since 2018. He has five years of industry experience and has prior work history including roles at Brookstone Wealth Advisors LLC and in the restaurant industry. Lanza is also a licensed insurance agent in Florida. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs a risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, primarily managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Adam Proulx is a financial advisor at Miser Asset Management with a Series 65 credential and one year of industry experience. His prior roles include positions at CoreCap Advisors, LLC, Asset Management and Advisory Services, and EXP Realty. Miser Asset Management is a state-registered advisory firm with three advisors managing approximately $55.7 million in assets. The firm serves individuals, trusts, estates, and business entities through portfolio management, financial consulting, and educational seminars, employing a range of analytical approaches and investment strategies.

Denis Ding is a financial advisor with Eagle Equity Holdings, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Eagle Equity Holdings since 2014 and is also Vice President at Clean Energy Fuels, where he holds full-time employment. Eagle Equity Holdings is a small, discretionary investment manager serving qualified investors through pooled vehicles and strategies focused on capital appreciation with concentrated, energy-oriented portfolios. The firm employs fundamental, technical, and economic analysis and utilizes performance-based fees and trading discretion for client accounts.

Chad Michaels is a CFP® with 11 years of industry experience, currently serving as an advisor at Spyrnal Financial Group. He previously worked at Axa Advisors, LLC for five years before joining Spyrnal Wealth Management and Spyrnal & Associates, Inc. Michaels also acts as an insurance agent for Spyrnal & Associates, dedicating part of his time to insurance-related client services. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach using discretionary management, model portfolios, and outside managers, integrating fundamental, technical, and cyclical analysis in its security selection.

Dominic Nicosia is a financial advisor at Eagle Equity Holdings, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Eagle Equity Holdings since 2014. Outside of his advisory role, he is actively engaged in Nicosia Consulting International, LLC, a non-investment business he has operated since 1995. Eagle Equity Holdings is a small discretionary investment manager serving qualified investors through pooled vehicles and focused strategies. The firm emphasizes capital appreciation with concentrated, energy-oriented portfolios and employs a combination of fundamental, technical, and economic analysis.

Donna Krohn is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Retirement Wealth Advisors, LLC, where she has worked since 2018, and also supports financial advisors through Holistic Financial Group, an educational platform. Outside of financial advising, she is involved with a vacation rental management business. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, serving a primarily pension and plan-focused client base.

Julie Toelle is a financial advisor at Somerset Group LLC with 12 years of industry experience. She has been with Somerset Group since 2011. The firm serves individual clients, families, and select institutions, providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts and discrete investment strategies. Its investment approach combines security-specific research and technical analysis across various strategies, including total-return core portfolios, tactical asset allocation, dividend-growth equity, and structured fixed income.

Jack Drapkin is a financial advisor with Spyrnal Financial Group holding a Series 65 designation. He has one year of industry experience and previously worked in real estate with Keller Williams Hudson Valley United and held roles outside financial services including at Coffee Smoke LLC and in professional soccer with Major League Soccer and the San Jose Earthquakes. Spyrnal Wealth Management provides investment management, financial planning, and advisory services primarily to individual and high-net-worth clients, using model-based managed accounts and UMA platforms. The firm employs a discretionary approach with individualized investment plans based on client objectives, risk tolerance, and time horizon, incorporating fundamental, technical, and cyclical analysis.

Brian O'Connell is a CFP® professional with 21 years of industry experience, currently serving at Marquis Wealth Management Group in Fort Myers, FL. He has been with MNS Financial Management LLC since 2008. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, and various types of plans and organizations. The firm offers portfolio management through discretionary and non-discretionary engagements, utilizing a range of asset classes and strategies, including limited options and derivatives in separately managed accounts.

Nicole Eirich is a Certified Financial Planner™ with 17 years of industry experience. She is currently with Uhler Vertich White Advisors in Fort Myers, FL, and has previously worked at Morgan Stanley, Landaas & Company, and Robert W Baird & Co. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm focuses on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party research and fund managers rather than individual securities.

Richard Krichbaum is a CFP® with 26 years of experience in the financial industry. He has been associated with Mns Financial Management LLC since 1999. He is based in Fort Myers, FL, and is part of the Marquis Wealth Management Group team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary engagements, typically allocating assets across equities, fixed income, mutual funds, ETFs, and private investment funds, with a notable emphasis on non-discretionary management.

Austin Lowder is a financial advisor at Markowski Investments with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Gasparilla Tennis Club and Wake Forest University. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans, managing roughly $474 million in client assets. The firm uses a disciplined investment process that combines strategic asset allocation with tactical adjustments, maintaining primarily long-term holdings.

John Uhler is a financial advisor at Uhler Vertich White Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services since 1990. Uhler also serves as Treasurer on the board of the Florida Cancer Specialists Foundation, a nonprofit organization. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships through a five-advisor team, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research sources.

Marcus Henderson is a CFP® professional with nine years of industry experience, currently serving at Marquis Wealth Management Group since 2022. His prior experience includes roles at Raymond James Financial Services Advisors, Busey Bank, and Investors Security Trust Company. Outside of his advisory work, he is also involved as a real estate sales associate with Corbin Henderson Company in Fort Myers, FL. Marquis Wealth Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, and charitable organizations. The firm emphasizes a portfolio management approach that includes discretionary and non-discretionary engagements, diversified asset allocations, and the use of limited options and derivatives strategies.