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.

Mark Harrison is a financial advisor at MTH Trading & Capital Management, LLC, an independent firm based in Naples, FL. He holds a Series 65 designation and has 16 years of industry experience. Harrison has been with MTH Trading & Capital Management since 2009. MTH Trading & Capital Management provides portfolio management and Investment Supervisory Services primarily for individual and high-net-worth clients, utilizing a combination of charting, fundamental, technical, and cyclical analysis. The firm employs strategies including long- and short-term trading, short sales, and options writing, and operates with discretionary trading authority while focusing on equities, bonds, fixed income, ETFs, and government securities.

Archer Gillespie is the sole advisor at Gillespie Wealth Management Inc in Naples, FL, holding a Series 66 designation with 19 years of industry experience. He has led his firm since 2013 and is also a licensed life and health insurance agent. Gillespie Wealth Management provides comprehensive financial planning, individualized portfolio management, and family office services including estate planning, tax coordination, philanthropic planning, and concierge support. The firm emphasizes an investment approach focused on value, safety, quality, and risk control, and is notable for combining traditional advisory services with family office offerings such as aircraft and yacht consulting alongside insurance product recommendations.

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.

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.

Kenneth Rubin is a financial advisor with House Capital Advisors, LLC in Naples, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with House Capital Advisors since 2018. House Capital Advisors is a state-registered investment adviser serving individuals, trusts, estates, and institutional and nonprofit clients. The firm employs an active, research-driven approach that incorporates fundamental, technical, and economic analysis, and manages portfolios that may include derivatives, short sales, and margin strategies.

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.

Olivia Papa is a financial advisor with HPA Financial Group, LLC in Naples, FL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She founded HPA Financial Group in 2017 after operating H Papa & Associates from 2013 to 2017. In addition to advisory services, she is licensed as an insurance agent. HPA Financial Group provides fiduciary investment advisory and asset management services to individuals, high net worth clients, trusts, estates, charitable institutions, and business entities. The firm employs a passive, long-term investment approach based on modern portfolio theory, using primarily no-load mutual funds and ETFs, with personalized portfolio construction and discretionary management.

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.

Ari Schneider is a financial advisor at Mandarin Advisers in Naples, FL, holding Series 65 and Series 66 licenses with five years of industry experience. He has a background in real estate, working with MVP Realty since 2017 and previously with Premier Plus Realty from 2010 to 2017. In addition to financial advising, he is involved in real estate brokerage and provides fixed annuities and health and life insurance services as a sole proprietor. Mandarin Advisers offers financial planning and investment advisory services to individuals, trusts, estates, and business entities, providing portfolio management, retirement and pension guidance, and educational seminars. The firm employs a combination of fundamental, technical, and cyclical analysis in managing accounts and coordinates with other professionals for implementation when needed.

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.

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.

Altin Meleqi is a Series 65-licensed financial advisor with over 10 years of industry experience. He is the sole advisor at Financial Freedom Capital Management, a firm he has been with since 2015. His prior experience includes roles at Premiere Plus Realty and several investment-related companies, where he holds leadership positions. Financial Freedom Capital Management serves individuals, companies, trusts, and pension plans, managing approximately $70.4 million across about 229 clients. The firm focuses on long-term investing, income generation, and tax minimization, utilizing a top-down fundamental analysis approach and offering services including pension transfers for UK expatriates and tax preparation.

James Walker is the principal of James W. Walker, P.A., an independent firm based in Naples, FL. He holds CPA credentials and has 27 years of industry experience. Walker has managed his firm since 1998, which combines investment advisory services with a Certified Public Accounting practice. James W. Walker, P.A. provides portfolio management and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-oriented investment philosophy and integrates tax, accounting, and financial counseling services alongside its advisory work.