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.

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.

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.

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.

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.

Sven Lange is a financial advisor at Lange Asset Management, Inc. in Fort Myers, FL, holding a Series 65 designation and 23 years of industry experience. He has led Lange Asset Management since 2006. Lange Asset Management provides discretionary portfolio management and advisory consulting primarily to individual investors. The firm manages approximately $34 million in assets for about two dozen clients, employing an investment approach that combines rotation investing with fundamental, technical, and cyclical analysis, using both short- and long-term strategies tailored to client objectives and risk tolerances.

Brian Megibow is a financial advisor with Broaden Wealth LLC in Fort Myers, FL, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise and SunTrust Investment Services. He is also an independent licensed insurance agent. Broaden Wealth LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of modern portfolio theory and technical analysis in its investment approach and offers both asset-based management and hourly financial planning.

Sagen Augustin is a CFP® credentialed advisor with 15 years of industry experience. He is the principal of Jesurun Wealth Advisors LLC and has held positions at firms including LaSalle St. Securities, Principal Securities Inc., and Summers Wealth Management. Outside of financial advising, he is involved in a local cooling and heating business in Naples, FL. Jesurun Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerance, offering discretionary and non-discretionary managed accounts alongside comprehensive financial planning.

Randolph Snow is the sole advisor at R.E. Snow Private Wealth Management Group, LLC, an independent registered investment adviser based in Estero, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. In addition to his advisory role, Snow serves as CFO of Solarix, a non-investment business. R.E. Snow Private Wealth Management Group provides tailored, non-discretionary asset management and advisory services primarily to high-net-worth and accredited investors. The firm offers customized investment strategies combining fundamental and technical analysis across traditional securities and alternative pooled investments.

Paul Hancock is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Genesis Wealth Planning, LLC. He is also a part-owner and licensed agent at Super Insurance of South West Florida, an insurance agency he has been involved with since 2013. In addition, Hancock operates a publishing company, Sound Money Capital, LLC, founded in 2025. Genesis Wealth Planning provides financial planning and investment supervisory services primarily to individuals and high-net-worth clients, managing approximately $10.25 million. The firm employs a core-and-satellite strategy using passive index funds and ETFs supplemented with selective active funds, managing accounts mostly on a discretionary basis with an emphasis on diversification, tax efficiency, and periodic rebalancing.

Keith Finkelstein is the principal advisor at MarketStrats, LLC, an independent firm based in Cape Coral, FL. He holds the Series 66 designation and has 11 years of industry experience, including a tenure at Wells Fargo Advisors from 2014 to 2017. Since 2017, he has also served as an adjunct instructor teaching undergraduate finance courses at the University of Maryland University College. MarketStrats serves individuals, high-net-worth clients, and corporations by offering discretionary investment management and comprehensive financial planning. The firm is noted for its focus on corporate clients and customized fee arrangements, using quantitative and technical analysis combined with selective AI tools to tailor investment strategies.

Christopher Mikes is a CFA charterholder and the principal of The Investment Advisory Office of Christopher Mikes, P.A., an independent firm based in Bonita Springs, FL. He has been in his current advisory role since 2026 and concurrently operates affiliated law, accounting, property management, investigative, insurance, technology, and concierge businesses. Mikes has over ten years of experience running a law office. The Investment Advisory Office of Christopher Mikes, P.A. provides investment management and financial planning services to individuals, high net worth clients, and businesses. The firm employs a blend of passive and active strategies grounded in Modern Portfolio Theory and generally manages accounts on a discretionary basis.

Marina Galeano is a financial advisor at M & I Financial Planning Services in Estero, FL, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with M & I Financial Planning Services since 2003. Outside of her advisory role, she has extensive experience as a housewife since 1990. M & I Financial Planning Services provides investment management and financial planning primarily to individual investors and family trusts. The firm manages approximately $16.8 million in discretionary client assets, focusing on a conservative, asset-preservation approach with moderate growth and consideration of clients’ overall financial situations.

Todd Macke is a CFP® with 28 years of industry experience, serving as an advisor at Macke Financial Advisory Group since 1996. He holds the Series 63 designation and operates out of Fort Myers, Florida. Macke Financial Advisory Group provides comprehensive financial planning, investment management, pension consulting, and variable annuity sub-allocation services to individuals, trusts, estates, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in portfolio construction and offers a bundled family office program with lifestyle and concierge cash management support for clients.

Christine Shen is a financial advisor at ACE Wealth Management LLC with three years of industry experience. She holds a Series 65 designation and has been self-employed since 2012. ACE Wealth Management provides discretionary portfolio management to individual and high-net-worth clients, offering tailored investment programs and ongoing monitoring. The firm employs multiple analysis methods and incorporates equities, covered calls, fixed income, and options strategies, including uncovered options and short sales, within separately managed accounts.

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.

Anna Khemkhajon is a financial advisor at Rinaldi Wealth Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Rinaldi Wealth Management, she worked at Crestwell School for 13 years. Rinaldi Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm emphasizes asset allocation and mutual fund/ETF analysis, tailoring portfolios to clients’ goals, risk tolerance, and time horizon.