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., 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.

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 financial advisor at TLP Financial Services, Inc. in Estero, FL, holding the CFP® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has been with TLP Financial Services since 2016. In addition to advisory services, he provides part-time tax and accounting services. TLP Financial Services serves individuals, high-net-worth clients, trusts, estates, and businesses with discretionary and non-discretionary investment management and financial planning, including tax preparation for some clients. The firm offers customized portfolios built from mutual funds, ETFs, individual bonds, and independent manager strategies, managing approximately $37 million in client assets.

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.

Sagen Augustin is a CFP® credentialed advisor with 15 years of industry experience. He is the principal of Jesurun Wealth Advisors LLC and has held positions at firms including LaSalle St. Securities, Principal Securities Inc., and Summers Wealth Management. Outside of financial advising, he is involved in a local cooling and heating business in Naples, FL. Jesurun Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerance, offering discretionary and non-discretionary managed accounts alongside comprehensive financial planning.

Charles Overbey Jr. is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at C. O. Overbey, Jr LLC in Bonita Springs, FL. His career spans roles under his own name and firm since 1984, including work as a licensed CPA. C. O. Overbey, Jr LLC offers financial planning and discretionary investment management to individuals, trusts, estates, and corporate entities. The firm employs a portfolio construction approach grounded in Modern Portfolio Theory and active equity and fixed-income research, focusing on long-term holdings and comprehensive financial planning separate from specific securities advice.

Aaron Pierce is a CFP®-certified financial advisor with 12 years of industry experience. He is the sole advisor at TrueVine Family Wealth, an independent registered investment adviser based in Naples, FL. His prior experience includes roles at Mutual Trust Advisory Group, UBS Financial Inc., US Trust at Bank of America Private Wealth, and Merrill. He is also an unaffiliated insurance agent licensed in Florida. TrueVine Family Wealth offers discretionary portfolio management, financial planning, and consulting services primarily to individuals and high-net-worth clients. The firm employs a disciplined investment process that integrates cyclical, fundamental, modern portfolio theory, and quantitative analysis, and incorporates a range of investment vehicles and strategies tailored to client risk profiles.

Randolph Snow is the sole advisor at R.E. Snow Private Wealth Management Group, LLC, an independent registered investment adviser based in Estero, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. In addition to his advisory role, Snow serves as CFO of Solarix, a non-investment business. R.E. Snow Private Wealth Management Group provides tailored, non-discretionary asset management and advisory services primarily to high-net-worth and accredited investors. The firm offers customized investment strategies combining fundamental and technical analysis across 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 industry experience, currently serving as the sole advisor at Genesis Wealth Planning, LLC. He is also a part-owner and licensed agent at Super Insurance of South West Florida, an insurance agency he has been involved with since 2013. In addition, Hancock operates a publishing company, Sound Money Capital, LLC, founded in 2025. Genesis Wealth Planning provides financial planning and investment supervisory services primarily to individuals and high-net-worth clients, managing approximately $10.25 million. The firm employs a core-and-satellite strategy using passive index funds and ETFs supplemented with selective active funds, managing accounts mostly on a discretionary basis with an emphasis on diversification, tax efficiency, and periodic rebalancing.

Christopher Mikes is a CFA charterholder and the principal of The Investment Advisory Office of Christopher Mikes, P.A., an independent firm based in Bonita Springs, FL. He has been in his current advisory role since 2026 and concurrently operates affiliated law, accounting, property management, investigative, insurance, technology, and concierge businesses. Mikes has over ten years of experience running a law office. The Investment Advisory Office of Christopher Mikes, P.A. provides investment management and financial planning services to individuals, high net worth clients, and businesses. The firm employs a blend of passive and active strategies grounded in Modern Portfolio Theory and generally manages accounts on a discretionary basis.