Kyle Lawrence Zurbriggen

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.

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.

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.

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.

Sagen Augustin is a CFP® professional with 16 years of experience in the financial services industry. He is the principal advisor at Jesurun Wealth Advisors LLC and has previously worked at firms including LaSalle St. Securities and Principal Securities. Outside of finance, Augustin is involved with Naples Comfort Systems by Stahlman Cooling and Heating, LLC. Jesurun Wealth Advisors LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers customized investment strategies aligned with clients’ objectives and risk tolerances, including discretionary and non-discretionary account management, and financial planning covering risk assessment and estate planning.

Michael Reilly is a CFA® charterholder and holds a Series 63 license, with one year of industry experience. He has been with Cavan Capital Management LLC since 2014. Cavan Capital Management LLC provides discretionary portfolio management services primarily to high-net-worth individuals. The firm focuses on equity portfolios and related instruments, employing fundamental analysis alongside long- and short-term equity strategies, and integrates options and margin within separately managed accounts.