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.

Andrew Court is a CFP® professional with 36 years of industry experience, currently serving as the sole advisor at Legacy Wealth Management, Inc. in Cape Coral, FL. His career includes roles in real estate and insurance, with active involvement as a licensed real estate agent and insurance agent. Outside of advisory services, he owns and manages multiple property-related businesses and operates a charter boat business. Legacy Wealth Management, Inc. is an independent advisory firm offering discretionary asset management, financial planning, and educational seminars to individual clients. The firm employs a blend of fundamental and technical analysis across various investment strategies, managing portfolios on a discretionary basis with quarterly reviews.

Keith Finkelstein is a financial advisor at MarketStrats, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors, LLC. He is also an adjunct instructor for undergraduate finance courses at the University of Maryland University College. MarketStrats, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm uses quantitative and technical analysis to manage diversified portfolios and offers discretionary authority, quarterly reporting, and business consulting such as employee benefits and retirement plan advice.

Gavin Collins is a financial advisor at Monocacy Wealth Management, LLC, holding a Series 65 designation. He has no prior industry experience as a financial advisor but has worked in real estate and consulting roles, including as a sales agent and custom home specialist with Miloff Aubuchon Realty Group. Outside of advisory activities, he is involved in real estate consulting and custom home sales. Monocacy Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs diversified asset-allocation strategies and integrates tax, insurance, and real estate services through its affiliated companies.

Joseph Lanza is a financial advisor at Retirement Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Retirement Wealth Advisors since 2018. Outside of advising, he is a licensed insurance agent in Florida. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, primarily managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

David Haas is a financial advisor at Haas Financial, Inc. with 28 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at CommonWealth Financial Network for 11 years. Haas is also a licensed insurance professional, dedicating a small portion of his time to this activity. Haas Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a primarily long-term, fundamentals-driven approach supplemented by technical analysis, constructing portfolios tailored to client goals, risk tolerance, and time horizon.

Thomas Geraci is a financial advisor at Purtill Financial LLC with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2007. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm primarily operates on a non-discretionary basis, using fundamental, technical, and cyclical analysis to develop individualized investment policies.

Chad Michaels is a CFP® with 11 years of industry experience, currently serving as an advisor at Spyrnal Financial Group. He previously worked at Axa Advisors, LLC for five years before joining Spyrnal Wealth Management and Spyrnal & Associates, Inc. Michaels also acts as an insurance agent for Spyrnal & Associates, dedicating part of his time to insurance-related client services. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach using discretionary management, model portfolios, and outside managers, integrating fundamental, technical, and cyclical analysis in its security selection.

Donna Krohn is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Retirement Wealth Advisors, LLC, where she has worked since 2018, and also supports financial advisors through Holistic Financial Group, an educational platform. Outside of financial advising, she is involved with a vacation rental management business. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, serving a primarily pension and plan-focused client base.

Albert Flor is a financial advisor at DAI Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at DAI Wealth since 2025. Prior to this, he has been employed by Dai Securities LLC since 2020 and serves as a Boeing 767 First Officer for Delta Air Lines since 2017. Flor also served in the United States Navy for ten years. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts, and retirement plans. The firm utilizes third-party managers and platforms, conducts ongoing due diligence, and offers tailored portfolios to meet client objectives.

Thomas Palmer is an advisor at Neptune Wealth with a Series 65 designation and one year of industry experience. Prior to joining Neptune Wealth, he operated NT Yoga and Wellness, LLC and was involved with Hot Yoga Naples. Outside of financial advising, he has a background in yoga and wellness through his business activities. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by offering investment advisory services, financial planning, and outsourced CIO arrangements. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support market and planning analysis.

David Parsons is a CFP®, ChFC®, and PFS™ with 28 years of industry experience. He is currently CEO and Personal Financial Specialist at Old North State Wealth Management, LLC and also provides CPA consulting services with Knott, Richartz & Co. CPAs, PLLC. Parsons holds roles as an independent insurance agent and serves on the Useppa Island Board of Governors, advising on social member matters. Old North State Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, managing customized portfolios that include equities, ETFs, mutual funds, and fixed income securities. The firm employs fundamental, technical, and cyclical analysis and incorporates derivatives and margin strategies, serving primarily clients with account minimums around $500,000.

Patrick Fitzsimmons is a financial advisor with Woodstock Wealth Management, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at IFS Advisory, LLC and International Financial Solutions, Inc. Outside of his advisory work, he contributes strategic and business advice to an internet sales company specializing in luggage and travel goods. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed accounts and financial planning services.

Steve Kuhlman is a financial advisor at Shepherd Financial Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shepherd Financial Partners since 2014. Outside of his advisory role, he serves as a board member for Lead Surge LLC, a for-profit organization. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes traditional asset classes, private investment funds, interval funds, and derivatives-based strategies, managing over $1.1 billion with eight advisors across five offices.

Terrance Murphy is a CFP® professional with 34 years of industry experience, currently serving at Total Clarity Wealth Management, Inc. in Fort Myers Beach, FL. He has worked at LPL Financial since 2018 and was previously with Cetera Advisor Networks from 2013 to 2018. Outside of financial advising, he has experience managing a pizza business and operates an accounting and tax advisory service. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and 401(k) advisory services, employing a range of investment strategies from conservative wrap programs to actively traded accounts for sophisticated investors.

Stephen Henson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities since 2015. Outside of his advisory role, he is involved in ownership and management of non-investment-related businesses, including a bar and a real estate LLC, and serves as president of the Blue Heron Condo Association in Cape Coral, FL. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base that includes individuals, businesses, and retirement plans. The firm offers a range of portfolio management options and uses fundamental and cyclical analysis alongside proprietary model portfolios to serve its clients.

Jairo Lemos is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he is involved in business ownership through LemCo LLC. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Michelle Maciosek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2024 and has been with LPL Financial since 2024. Maciosek is also involved in advisory activities through Next Level Planning & Wealth Management, a registered investment advisor affiliated with her LPL business. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management, financial planning, and retirement consulting, utilizing both in-house and third-party strategies with ongoing monitoring and multiple sponsored advisory platforms.

Douglas Lane is a financial advisor with Douglas C. Lane & Associates, holding a Series 65 designation and 10 years of industry experience. He previously worked at DCLA Partners LLC from 2016 to 2020. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services to high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, foundations, and other institutions. The firm emphasizes proprietary fundamental research and a flexible core investment strategy across company sizes and sectors, offering customized portfolios, financial planning, and access to third-party cash, credit, and insurance solutions.

Scott Butler is a CFP® with 40 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He also has a background in insurance sales, operating a sole proprietorship focused on annuities, life, and disability insurance. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions supported by proprietary models and third-party money managers.