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.

Charley Corbett is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Local Wealth Advisors in Naples, FL. His prior experience includes roles at Aviance Capital Partners LLC, Nova Wealth Management, and Charles Schwab. Outside of his advisory work, he manages homeowner association operations as a self-employed property management professional. Local Wealth Advisors manages private investment funds for qualified investors and provides retirement plan consulting and management for employer plan sponsors. The firm combines fundamental analysis with Modern Portfolio Theory, utilizing both passive and active investment vehicles within an asset-allocation framework that prioritizes liquidity, tax considerations, and diversification.

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

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.

Jamie Berger is the sole advisor at Berger Wealth Management, LLC in Naples, FL, with 18 years of industry experience. He previously worked for Stifel Independent Advisors, LLC from 2008 to 2024. Berger is also an independent insurance agent, selling insurance products since 2008. Berger Wealth Management provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, business owners, and qualified retirement plans. The firm uses tailored investment programs based on client goals, employing methods such as cyclical analysis and modern portfolio theory, and manages more than 200 client relationships, including corporate and institutional pension consulting services.

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.

Keith Moored Jr. is a Series 65-licensed financial advisor with Twenty First Investors in Bonita Springs, FL, where he has worked since 1992, totaling 32 years of industry experience. He serves as a financial instructor for a local Bonita Springs class focused on asset allocation and investment portfolio construction, meeting seasonally from December to April. Twenty First Investors is an independent firm providing fee-based portfolio management and investment research primarily to high-net-worth individuals, families, trusts, IRAs, and select institutional accounts. The firm employs an asset-allocation strategy that spans multiple asset classes and uses fundamental, technical, and proprietary forecasting methods to guide risk-based investment decisions.

Frank Fontana is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Banyan Asset Management, Inc. since 2002 and also serves as a part-time business consultant for Gulfshore Oral Surgery, PA, providing guidance on business processes. Prior to and alongside his advisory role, he worked with Royal Palm Physician Group, PA. Banyan Asset Management, Inc. is an independent firm providing fee-only investment advisory and discretionary portfolio management services to individuals, trusts, estates, and charitable organizations. The firm uses a blend of fundamental, technical, charting, and cyclical analysis and incorporates derivatives strategies in separately managed accounts, focusing on direct oversight by its principal advisor.

Robert Frailey is a financial advisor with RWF Wealth Management LLC in Naples, FL, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Integra Wealth Management and Platinum Wealth Partners, and has been with RWF Wealth Management since 2019. Outside of his advisory role, he also works part-time in guest services at St Raphel. RWF Wealth Management provides advisory services primarily to individuals and high-net-worth clients, focusing on selecting third-party money managers and tailoring model allocations. The firm emphasizes due diligence and ongoing review of outside managers and does not manage client portfolios directly or accept custody or discretionary authority.

Charles Overbey is a CFP® and CPA with 26 years of experience as a financial advisor and over 40 years in public accounting. He operates C. O. Overbey, Jr. LLC in Bonita Springs, FL, providing financial planning and managed account services. His career includes a longstanding public accounting practice under his own name. C. O. Overbey, Jr. LLC serves individuals, trusts, estates, and business entities, offering discretionary portfolio management primarily through no-load mutual funds and ETFs, supplemented by stocks and fixed income. The firm combines modern portfolio theory with fundamental and technical analysis and emphasizes tax planning as part of its integrated financial services.

Aaron Pierce is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is the sole advisor at TrueVine Family Wealth, an independent registered investment adviser he joined in 2024. His prior experience includes roles at Mutual Trust Advisory Group, UBS Financial Inc., US Trust Bank of America Private Wealth, and Merrill. Pierce is also a licensed insurance agent in Florida. TrueVine Family Wealth provides discretionary portfolio management, financial planning, and consulting services primarily to individuals and high-net-worth clients. The firm employs a comprehensive investment process that integrates cyclical, fundamental, modern portfolio theory, and quantitative analysis, offering access to a broad range of investment vehicles and third-party money managers.

Randolph Snow is the principal advisor at R.E. Snow Private Wealth Management Group, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at C&M Advisors, Inc. since 2005. In addition to his advisory work, he serves as CFO of Solarix, a non-investment-related company. R.E. Snow Private Wealth Management Group, LLC is an independent, single-advisor firm that provides tailored, non-discretionary asset management and investment advisory services primarily to high-net-worth and accredited investors. The firm employs fundamental and technical analysis to develop customized strategies and offers access to both traditional securities and alternative pooled investments.

Charles Sorsby is the principal of Sorsby Financial Corp. in Bonita Springs, FL, with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has led Sorsby Financial Corp. since 1997. In addition, he serves as president and sole shareholder of Capital Conservation Corp. and acts as general partner for the Capital Preservation Fund L.P., where he is involved in investment decisions. Sorsby Financial Corp. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of analytical methods across various asset classes and offers brokerage execution through its affiliated broker-dealer, including commission-based implementation of recommendations.

Daniel Keller is the principal of LUMA Capital, an independent advisory firm based in Naples, Florida. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Keller also serves as a consultant on tax structuring and compliance for Aqualane Advisory, an international accounting and tax consulting firm, where he is a director. LUMA Capital provides investment management and advisory services to family offices, high-net-worth individuals, retirement plans, foundations, trustees, estates, and institutional clients. The firm uses fundamental research, due diligence, and macroeconomic analysis to tailor investment strategies across a wide range of instruments, including public equities, fixed income, options, derivatives, and private fund interests.

Jesus Delgado is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is the sole advisor at Delgado Private Wealth Management LLC, an independent firm based in Naples, FL. Prior to founding his current firm, Delgado worked at several firms including Rinaldi Wealth Management, FSC Securities Corporation, and Axa Advisors. He is also the owner of Delgado Capital Venture Group LLC, a venture involved in real estate activities. Delgado Private Wealth Management LLC provides discretionary portfolio management, financial planning, and pension consulting services primarily to individuals, including high-net-worth clients, as well as corporate and pension/profit-sharing plan clients. The firm employs fundamental analysis and modern portfolio theory with a focus on low-cost ETFs and a long-term investment approach, acting as a fiduciary for retirement accounts and offering formal pension consulting services.

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.

Soren Christensen is a CFP® and ChFC® with 19 years of industry experience, currently serving as the sole advisor at Advanced Investment Management LLC in Naples, FL. His career includes roles at G.F. Investment Services LLC and multiple entities under the Advanced Investment Management umbrella. Outside of financial advising, he manages STC Productions LLC, an entertainment and event planning business. Advanced Investment Management LLC provides discretionary asset management and financial planning services primarily to high-net-worth individuals, managing approximately $69 million across 61 accounts. The firm employs a combination of fundamental and technical analysis to tailor investment strategies and coordinates with outside professionals as needed.

Daniel Stewart is the sole advisor at Stewart Wealth Management, LLC in Glen Allen, VA, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at Aegis Wealth Management, CUNA Brokerage Services, and Fidelity Insurance Agency of Virginia. In addition to advisory services, he maintains an active role as a licensed insurance agent. Stewart Wealth Management, LLC is an independent, state-registered advisory firm founded in 2025 that provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, managing accounts on a discretionary basis with no account minimums.