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.

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.

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.

Thomas Patricca is a CFP®-certified financial advisor with 13 years of industry experience. He has been with TLP Financial Services, Inc. since 2016, where he provides financial planning and investment advisory services. In addition to his advisory work, he offers part-time tax and accounting services. TLP Financial Services, Inc. delivers discretionary investment management and financial planning to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a tailored approach using mutual funds, ETFs, independent manager strategies, and individual bonds, focusing on fundamental analysis and long-term portfolio management while allowing for periodic rebalancing.

Keith Moored Jr. is a Series 65-licensed financial advisor with Twenty First Investors in Bonita Springs, FL, where he has worked since 1992, totaling 32 years of industry experience. He serves as a financial instructor for a local Bonita Springs class focused on asset allocation and investment portfolio construction, meeting seasonally from December to April. Twenty First Investors is an independent firm providing fee-based portfolio management and investment research primarily to high-net-worth individuals, families, trusts, IRAs, and select institutional accounts. The firm employs an asset-allocation strategy that spans multiple asset classes and uses fundamental, technical, and proprietary forecasting methods to guide risk-based investment decisions.

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.

Charles Overbey is a CFP® and CPA with 26 years of experience as a financial advisor and over 40 years in public accounting. He operates C. O. Overbey, Jr. LLC in Bonita Springs, FL, providing financial planning and managed account services. His career includes a longstanding public accounting practice under his own name. C. O. Overbey, Jr. LLC serves individuals, trusts, estates, and business entities, offering discretionary portfolio management primarily through no-load mutual funds and ETFs, supplemented by stocks and fixed income. The firm combines modern portfolio theory with fundamental and technical analysis and emphasizes tax planning as part of its integrated financial services.

Randolph Snow is the principal advisor at R.E. Snow Private Wealth Management Group, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at C&M Advisors, Inc. since 2005. In addition to his advisory work, he serves as CFO of Solarix, a non-investment-related company. R.E. Snow Private Wealth Management Group, LLC is an independent, single-advisor firm that provides tailored, non-discretionary asset management and investment advisory services primarily to high-net-worth and accredited investors. The firm employs fundamental and technical analysis to develop customized strategies and offers access to both traditional securities and alternative pooled investments.

Charles Sorsby is the principal of Sorsby Financial Corp. in Bonita Springs, FL, with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has led Sorsby Financial Corp. since 1997. In addition, he serves as president and sole shareholder of Capital Conservation Corp. and acts as general partner for the Capital Preservation Fund L.P., where he is involved in investment decisions. Sorsby Financial Corp. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of analytical methods across various asset classes and offers brokerage execution through its affiliated broker-dealer, including commission-based implementation of recommendations.

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.

Paul Hancock is a CFP® professional with 19 years of experience in financial advising. He is the principal of Genesis Wealth Planning, LLC, an independent firm based in Bonita Springs, FL, where he has worked since 2013. Hancock is also a part-owner and licensed agent of Super Insurance of South West Florida, an insurance agency, and the sole owner of Sound Money Capital, a publishing company that produces market commentary. Genesis Wealth Planning serves individual and high-net-worth clients by providing comprehensive financial planning and investment supervisory services. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selected active funds, managing accounts on a discretionary basis with attention to diversification, tactical allocation, and tax efficiency.

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.

Christopher Ragain is a financial advisor at Sentinel Wealth Inc with 22 years of industry experience. He holds a Series 65 designation and has been involved with Sentinel Wealth Inc since 2000. In addition to his advisory role, he owns and operates two tax and accounting service businesses, Tax Planner Pro LLC and Sentinel Tax Inc. Sentinel Wealth Inc provides discretionary portfolio management and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm integrates tax and accounting services with its investment management, offering proprietary model portfolios alongside a comprehensive Legacy BluePrint financial-oversight engagement.

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.

Gregory Lawrence is a CFP® with 22 years of industry experience, currently serving at Odiorne Point Asset Management, LLC. He has been involved with multiple firms including Estate Planners of New England and Pelican Wealth Advisors LLC. Lawrence also sells annuities and life insurance on a commission basis. Odiorne Point Asset Management, LLC provides discretionary portfolio management and investment advice primarily to individual investors, using a long-term trading approach with proprietary asset-allocation models. The firm offers ongoing portfolio monitoring and integrates insurance product recommendations alongside its investment services.

Dustin Rinaldi is a CFP® with 20 years of experience in the financial services industry. He is the president of the Rinaldi Foundation for Financial Education, which provides free educational seminars to help retirees manage retirement planning and avoid poverty. Rinaldi is principal at Rinaldi Wealth Management, Inc., a firm serving individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm manages approximately $243.2 million in discretionary assets and emphasizes asset allocation and mutual fund/ETF analysis tailored to clients’ goals and risk tolerance.

Norman Santori is a CFP® and ChFC® with 45 years of experience in the financial industry. He is a founding member of Santori & Peters, where he has worked since 1993, and also serves as Owner and President of Risk Managers, Inc., a licensed insurance agency in Monroeville, PA. Approximately 10% of his professional time is dedicated to his insurance-related activities. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm provides personalized portfolio management, retirement plan consulting, and comprehensive financial planning, managing about $390 million in discretionary assets with an investment approach that combines fundamental analysis, technical methods, and occasional third-party adviser referrals.

Phillip Valley is a financial advisor at Eastwind Capital Wealth Management with 29 years of industry experience. He holds a Series 66 designation and has worked at Eastwind Capital since 2008. In addition to his advisory role, he owns an insurance services business, Estate Planning Professionals, and serves on the board of directors for the nonprofit Stowe Mission. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to a range of clients, including individuals, institutions, and charitable organizations. The firm employs a Specialized Strategic Investment Model focused on income and capital preservation, utilizing a combination of fundamental, technical, and charting analysis.