Richard Zurbriggen

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.

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.

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.

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.

Paul Hancock is a CFP® professional with 19 years of experience in financial advising. He is the principal of Genesis Wealth Planning, LLC, an independent firm based in Bonita Springs, FL, where he has worked since 2013. Hancock is also a part-owner and licensed agent of Super Insurance of South West Florida, an insurance agency, and the sole owner of Sound Money Capital, a publishing company that produces market commentary. Genesis Wealth Planning serves individual and high-net-worth clients by providing comprehensive financial planning and investment supervisory services. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selected active funds, managing accounts on a discretionary basis with attention to diversification, tactical allocation, and tax efficiency.