James Michael Carter

Patrick Bloomfield is a CFP®-certified financial advisor with 43 years of industry experience. He is the principal of Bloomfield Asset Management, Inc., an independent advisory firm based in Sanibel, FL. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing, where he worked for a combined 17 years. Bloomfield Asset Management provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and institutional or corporate clients. The firm follows a documented client profile and written investment plan, implementing diversified asset allocation with periodic rebalancing and performance reviews, and offers unique features such as managing a legacy wrap-fee program and maintaining formal sub-advisory relationships with other registered investment advisers.

Brian Burgan is a financial advisor at Silver Thread Investments in Ft. Myers, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Silver Thread Investments since 2011. Outside of his advisory role, he is involved in real estate development through interests in several limited liability companies. Silver Thread Investments provides money management and investment consulting primarily to individual clients, as well as trusts, small businesses, and other entities. The firm employs a combination of fundamental, quantitative, and technical analysis to build core, long-term portfolios focused on stocks and bonds.

Andrew Pastrikos is the sole advisor at Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 13 years of industry experience, including prior work at Leucadia Asset Management LLC. Roscoe Capital Management provides investment advisory and discretionary portfolio management services to individual and high-net-worth clients. The firm uses a value-oriented, fundamental analysis approach and offers tailored investment guidelines, managing accounts on a discretionary basis with regular monitoring and rebalancing. It also hosts periodic complimentary educational workshops on personal finance and retirement topics.

Chad Kunc is a financial advisor at CPK Wealth Management LLC in Fort Myers, FL, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He is also a licensed insurance professional, dedicating less than 10% of his business time to this activity. CPK Wealth Management LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and sponsored retirement plans. The firm offers mostly discretionary, customized portfolio management using a relative-strength process combined with fundamental and technical analysis, and it is notable for its retirement plan and pension consulting services conducted in an ERISA fiduciary capacity.

Thomas Patricca is a financial advisor at TLP Financial Services, Inc. in Estero, FL, holding the CFP® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has been with TLP Financial Services since 2016. In addition to advisory services, he provides part-time tax and accounting services. TLP Financial Services serves individuals, high-net-worth clients, trusts, estates, and businesses with discretionary and non-discretionary investment management and financial planning, including tax preparation for some clients. The firm offers customized portfolios built from mutual funds, ETFs, individual bonds, and independent manager strategies, managing approximately $37 million in client assets.

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.