Joseph Stepanek

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.