Arthur Lavallie

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.

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.

Keith Finkelstein is a financial advisor at MarketStrats, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors, LLC. He is also an adjunct instructor for undergraduate finance courses at the University of Maryland University College. MarketStrats, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm uses quantitative and technical analysis to manage diversified portfolios and offers discretionary authority, quarterly reporting, and business consulting such as employee benefits and retirement plan advice.

Gavin Collins is a financial advisor at Monocacy Wealth Management, LLC, holding a Series 65 designation. He has no prior industry experience as a financial advisor but has worked in real estate and consulting roles, including as a sales agent and custom home specialist with Miloff Aubuchon Realty Group. Outside of advisory activities, he is involved in real estate consulting and custom home sales. Monocacy Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs diversified asset-allocation strategies and integrates tax, insurance, and real estate services through its affiliated companies.

Joseph Lanza is a financial advisor at Retirement Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Retirement Wealth Advisors since 2018. Outside of advising, he is 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 an active, 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.

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.