Robert Stephen Loeb

My name is Trishul Patel, CFP®, MBA. I’m a fee-only financial planner based in Port St. Lucie, Florida, and the founder of Investing Forever Advisory, a 100% virtual financial planning and investment management firm serving clients across the country. I achieved financial independence before age 40 by saving aggressively, investing thoughtfully, and being intentional about what mattered most to me. That experience ultimately shaped the work I do today: helping clients make smarter financial decisions so they can build greater security, flexibility, and freedom in their own lives. I’ve always been an entrepreneur, investor, and problem solver at heart. As a kid, I soldered analog circuits, built computers, and programmed simple games. That curiosity eventually took me to Cornell University, where I earned a Bachelor of Science, a Master of Engineering, and an MBA. My professional career has taken me through technology, banking, trading, and investment management. I designed large-scale financial applications for major global banks, managed an exotic options book for a private firm in Southeast Asia that generated more than $750 million in sales over three years, and later served as a hedge fund portfolio manager responsible for more than $100 million in assets. Those experiences taught me to think critically, question assumptions, and look beyond conventional answers. Today, I bring that same mindset to financial planning. I enjoy taking complex financial problems, understanding what really matters, and turning them into clear, practical decisions. What motivates me most is helping people use money intentionally to create the life they want. I’m endlessly curious, enjoy thoughtful debate, and genuinely love learning about investing, markets, technology, and the many ways people define a successful life. When I’m not helping clients pursue their financial and investment goals, you’ll usually find me writing, podcasting, biking, and hiking with my wife and daughter.

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

Samuel Bruning is the sole advisor at Southern Magnolia Investment Management LLC in Port Saint Lucie, FL, holding a Series 66 credential with 20 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. Outside of his advisory work, he serves in multiple nonprofit leadership roles, including president of Project Graduation of Martin County and treasurer positions at several local organizations, and operates a small sports memorabilia business. Southern Magnolia provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, estates, and other registered investment advisers. The firm employs a fundamentals-driven, generally long-term investment approach using a mix of mutual funds, ETFs, individual equities and bonds, and occasionally alternative investments or options, with portfolios customized by strategic asset allocation, retention of legacy holdings, and periodic rebalancing.

Edward Wildman is a financial advisor with Edward R. Wildman, CPA, LLC in Port St Lucie, FL. He holds the PFS™ designation and a Series 65 license, with 18 years of experience in the industry. Wildman is also a shareholder in a dormant CPA firm, Johnson, Mattson & Wildman, PA, and is licensed as a health and life insurance agent in Florida. His firm provides advisory services to a mix of individual and institutional clients, including trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. It combines traditional tax and accounting services with SEC-registered investment advisory, employing a value-driven, fundamentally based, long-term investment approach tailored through client-specific Investment Policy Statements.

William Donner is a financial advisor at Donner's Financial Services Inc. in Port St. Lucie, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foresters Equity Services, Inc. from 2015 to 2018. Outside of advising, he is an independent insurance agent and coaches basketball at Redford Union High School. Donner's Financial Services Inc. provides portfolio management, financial planning, and asset allocation services for individuals, corporations, and other advisers. The firm uses a combination of model portfolios, third-party managers, and analytical methods with a focus on long-term holdings and offers both discretionary and non-discretionary management.

Douglas Petersen is a financial advisor with Amidon & Petersen Financials, LLC in Fort Pierce, FL, holding Series 63 and 65 licenses and bringing 34 years of industry experience. He has worked at Commonwealth Financial Network, Cadaret, Grant & Co., Inc., and GWN Securities Inc. prior to his current role. Petersen is also involved in fixed insurance sales, dedicating a small portion of his time to this activity. Amidon & Petersen Financials provides financial planning, discretionary portfolio management, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm emphasizes tailored portfolios with a mix of model portfolios, third-party managers, and structured products, and is notable for its disclosure practices, pension plan consulting, and active service to charitable clients.