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.

Patrick Bloomfield is the sole advisor at Bloomfield Asset Management, Inc., an independent firm based in Sanibel, FL. He holds the CFP® designation, as well as Series 63 and Series 65 licenses, and has 43 years of experience in the financial industry. Prior to establishing his independent practice in 2017, he worked at Wells Fargo Advisors Financial Network LLC for 17 years. Bloomfield Asset Management is a small SEC-registered advisory firm that serves individuals, trusts, foundations, and institutional clients. The firm provides discretionary investment and wealth management with a documented client profile and written investment plan, utilizing a range of securities and occasional third-party sub-advisors.

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.

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.

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.

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.

Stacy Acevedo is a financial advisor at ACE Wealth Management LLC in Ft Myers, FL, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ACE Wealth Management since 2016. In addition to her advisory role, she manages and presents educational webinars through NGYEN CORP. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach emphasizing equities and covered call strategies, incorporating derivatives and related tactics within separately managed accounts.

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 Daniels is a financial advisor at Waterstone Financial Advisory LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, Park Avenue Securities, and Guardian Life Insurance Company. Daniels’s background also includes roles outside finance, such as positions with the United States Census Bureau and local government parks and recreation. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm uses a fiduciary approach with a long-term trading orientation and implements client programs through third-party sub-advisers on the AssetMark platform as well as custom advisor-managed accounts.

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.

David Haas is a financial advisor at Haas Financial, Inc. with 28 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at CommonWealth Financial Network for 11 years. Haas is also a licensed insurance professional, dedicating a small portion of his time to this activity. Haas Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a primarily long-term, fundamentals-driven approach supplemented by technical analysis, constructing portfolios tailored to client goals, risk tolerance, and time horizon.

Estefania Gorman is a financial advisor at Scala Capital LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at First Trust Advisors L.P., First Trust Portfolios L.P., Oppenheimer & Co., and Wells Fargo Advisors. Outside of her advisory role, she works as a delivery driver for a local delivery service. Scala Capital serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through model portfolios and employs a range of investment strategies including technical, fundamental, and cyclical analysis, as well as options and short-sale strategies.

Thomas Geraci is a financial advisor at Purtill Financial LLC with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2007. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm primarily operates on a non-discretionary basis, using fundamental, technical, and cyclical analysis to develop individualized investment policies.