Tamara Surratt

Chelly Joseph is a financial advisor at Foliage Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at PACE Wealth Management, Legacy Tax Consultants, and VALIC Financial Advisors. Joseph also conducts business as a licensed insurance agent. Foliage Financial, founded in 2025, provides discretionary and non-discretionary asset management primarily through third-party platform programs, along with financial planning and consulting services. The firm employs model portfolios, sub-advised solutions, and custom managed accounts, using technical analysis and Monte Carlo planning, while accommodating client-imposed investment restrictions.

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.

Patrick Bloomfield is the sole advisor at Bloomfield Asset Management, Inc. in Sanibel, FL, with 42 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to founding his independent firm in 2017, he worked with Wells Fargo Advisors Financial Network LLC starting in 2009. Bloomfield Asset Management is an independent, SEC-registered advisory firm serving individuals, trusts, foundations, and institutional clients. The firm provides discretionary portfolio management and wealth advisory services, utilizing a documented client profile and written investment plan to guide asset allocation and rebalancing.

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.

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.