Marie Fernande Somers

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., an independent firm based in Sanibel, FL. He holds the CFP® designation, as well as Series 63 and Series 65 licenses, and has 43 years of experience in the financial industry. Prior to establishing his independent practice in 2017, he worked at Wells Fargo Advisors Financial Network LLC for 17 years. Bloomfield Asset Management is a small SEC-registered advisory firm that serves individuals, trusts, foundations, and institutional clients. The firm provides discretionary investment and wealth management with a documented client profile and written investment plan, utilizing a range of securities and occasional third-party sub-advisors.

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 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.

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.