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.

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.

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 is a financial advisor with Twenty First Investors in Bonita Springs, FL, holding a Series 65 designation and over 31 years of industry experience. He has been with Twenty First Investors since 1992. Outside of his advisory role, he serves as a financial instructor for a local financial class focused on asset allocation and portfolio construction. Twenty First Investors provides discretionary investment management and independent research primarily for high-net-worth individuals, families, trusts, and IRAs, managing a small client base with accounts typically ranging from $500,000 to $1,000,000. The firm employs an asset-allocation approach using ETFs, no-load mutual funds, and select direct equities, combining fundamental and technical analysis with a proprietary forecasting system tailored to clients’ 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.

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.

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.