Kurt Michael Traulsen

Patrick Bloomfield is a CFP® with 43 years of industry experience. He is the founder of Bloomfield Asset Management, Inc., an independent advisory firm based in Sanibel, FL, and has previously worked with Wells Fargo Advisors Financial Network LLC. Bloomfield Asset Management serves individuals, high-net-worth clients, trusts, foundations, and institutional clients by providing discretionary investment and wealth management services. The firm employs a documented client profile and written investment plan to guide asset allocation and portfolio management, while also offering a legacy wrap-fee program and sub-advisory relationships with other registered 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 a financial advisor with Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 12 years of industry experience. He has been with Roscoe Capital Management since 2015. Roscoe Capital Management provides discretionary portfolio management to individual and high-net-worth clients, applying a value-investing approach based on fundamental analysis. The firm offers both asset-based and performance-based fee arrangements and conducts periodic educational workshops on personal finance and investing.

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.

Thomas Patricca is a CFP®-certified financial advisor with 13 years of industry experience. He has been principal at TLP Financial Services, Inc. since 2016. In addition to his advisory work, he provides tax preparation and accounting services on a part-time basis. TLP Financial Services offers discretionary investment management, financial planning, and advisory services to individuals, trusts, estates, and businesses. The firm constructs portfolios using mutual funds, ETFs, independent manager strategies, and individual bonds, tailoring asset allocation to clients’ objectives and risk tolerance.

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.