Regina Blake Anderson is a financial advisor at RD Lewis Wealth Management with six years of industry experience. She holds a Series 65 designation and has been affiliated with RD Lewis Holdings, Inc. since 2012. RD Lewis Wealth Management serves individuals, high-net-worth individuals, families, trusts, and estates with discretionary investment management and financial planning. The firm manages approximately $215 million in client assets, primarily using mutual funds and exchange-traded funds within a long-term, fundamentally based investment approach.

Carol Landaeta is a financial advisor at RD Lewis Wealth Management in Maitland, FL, holding a Series 65 designation. She has been with RD Lewis Wealth Management since 2021 and previously worked at Lutheran Haven Inc. for nine years. RD Lewis Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and estates. The firm uses fundamental analysis to construct customized, typically long-term portfolios, managing accounts primarily through mutual funds and ETFs with ongoing monitoring and at-least-annual reviews.

Delcena Lewis is a financial advisor with RD Lewis Wealth Management in Maitland, FL, holding a Series 65 designation and 15 years of industry experience. She previously worked at Independent Financial Partners from 2016 to 2018 and has been involved with RD Lewis Holdings, Inc. since 2010. Lewis also works as an independent insurance agent on a limited basis. RD Lewis Wealth Management serves individuals, high-net-worth individuals, families, trusts, and estates with discretionary investment management and financial planning. The firm manages approximately $215 million in client assets using a fundamental analysis approach, focusing on strategic asset allocation and long-term portfolio management primarily through mutual funds and ETFs.