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.

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.

Kenneth Rubin is a financial advisor at House Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Oppenheimer & Co from 2008 to 2016. Rubin 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 investment approach utilizing fundamental, technical, and economic analysis to manage portfolios and adjust asset allocations.

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 with HPA Financial Group, LLC in Naples, FL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She founded HPA Financial Group in 2017 after operating H Papa & Associates from 2013 to 2017. In addition to advisory services, she is licensed as an insurance agent. HPA Financial Group provides fiduciary investment advisory and asset management services to individuals, high net worth clients, trusts, estates, charitable institutions, and business entities. The firm employs a passive, long-term investment approach based on modern portfolio theory, using primarily no-load mutual funds and ETFs, with personalized portfolio construction and discretionary management.

Ari Schneider is the sole advisor at Mandarin Advisers in Naples, FL, holding Series 65 and Series 66 licenses with four years of industry experience. His prior work includes roles at Bankers Life and real estate firms, and he is also active as a real estate broker associate and insurance agent offering fixed annuities, health, and life insurance. Mandarin Advisers provides financial planning and investment advisory services to individuals, trusts, estates, and business entities, employing a mix of fundamental, technical, and cyclical analysis. The firm offers portfolio management, retirement guidance, and educational seminars, and may coordinate with other professionals for client implementation.

Aaron Pierce is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is the sole advisor at TrueVine Family Wealth, an independent registered investment adviser he joined in 2024. His prior experience includes roles at Mutual Trust Advisory Group, UBS Financial Inc., US Trust Bank of America Private Wealth, and Merrill. Pierce is also a licensed insurance agent in Florida. TrueVine Family Wealth provides discretionary portfolio management, financial planning, and consulting services primarily to individuals and high-net-worth clients. The firm employs a comprehensive investment process that integrates cyclical, fundamental, modern portfolio theory, and quantitative analysis, offering access to a broad range of investment vehicles and third-party money managers.

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.

Jesus Delgado is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is the sole advisor at Delgado Private Wealth Management LLC, an independent firm based in Naples, FL. Prior to founding his current firm, Delgado worked at several firms including Rinaldi Wealth Management, FSC Securities Corporation, and Axa Advisors. He is also the owner of Delgado Capital Venture Group LLC, a venture involved in real estate activities. Delgado Private Wealth Management LLC provides discretionary portfolio management, financial planning, and pension consulting services primarily to individuals, including high-net-worth clients, as well as corporate and pension/profit-sharing plan clients. The firm employs fundamental analysis and modern portfolio theory with a focus on low-cost ETFs and a long-term investment approach, acting as a fiduciary for retirement accounts and offering formal pension consulting services.

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, an independent advisory firm based in Naples, FL. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory work, Lamonge is an independent health insurance agent and real estate sales consultant. Lamonge Capital Management provides investment management services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management using a combination of fundamental, technical, and options strategies, operating under a fiduciary standard with documented client goals and risk tolerance.

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.

Michael Reilly is a CFA® charterholder and holds a Series 63 license, with one year of industry experience. He has been with Cavan Capital Management LLC since 2014. Cavan Capital Management LLC provides discretionary portfolio management services primarily to high-net-worth individuals. The firm focuses on equity portfolios and related instruments, employing fundamental analysis alongside long- and short-term equity strategies, and integrates options and margin within separately managed accounts.

Gregory Melvin is a CFA® charterholder with 29 years of industry experience, currently serving as president of Dartmouth Capital Advisors, Inc., an independent firm he has been with since 1995. He also has been a director at First National Bank (formerly Iron and Glass Bank) since 1997. Prior to and concurrent with his role at Dartmouth, he has worked at C. S. McKee, L.P. since 2000. Dartmouth Capital Advisors manages assets for high-net-worth individuals, families, foundations, medical offices, law firms, and institutional clients, including pension and profit-sharing plans. The firm employs a quantitative equity process combined with qualitative due diligence and uses an active, bottom-up approach to fixed-income management, with a notable client mix weighted heavily toward high-net-worth assets alongside meaningful pension and corporate accounts.

Ross De Angelis is the sole advisor at Stone Oak Capital in Naples, Florida. He holds a Series 65 designation and has over eight years of professional experience, including roles in real estate and financial services. He is also a licensed real estate sales associate and is involved in related business activities through RDI Of Naples Inc. Stone Oak Capital LLC provides discretionary portfolio management tailored to individual client goals, time horizons, and risk tolerances. The firm’s investment approach incorporates cyclical, fundamental, modern portfolio theory, and quantitative analysis, focusing on long-term trading and asset allocation.