Colin Callahan is a financial advisor at Callahan Wealth Advisory with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. and Citigroup Global Markets. In addition to his advisory work, he is self-publishing a series of children’s books. Callahan Wealth Advisory provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management through a wrap fee program and retirement plan consulting, employing a multi-strategy investment process that includes fundamental, quantitative, and sector analysis with diverse asset allocation.

Nicholas Gorry is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Strong Point Financial. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm employs a model-based investment approach combining quantitative, fundamental, technical, and economic analysis, and also offers educational seminars on personal finance and investing.

Caitlyn Urgiles is a financial advisor at Rea Financial with a Series 65 credential and two years of industry experience. She joined Rea Financial in 2026 after working at S.E.E.D. Planning Group LLC. Rea Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, tailoring strategies to client objectives and risk profiles.

John Kelly is a financial advisor at Heritage Advisors Group, Inc. in Maitland, FL, holding a Series 65 designation with five years of industry experience. He has been with Heritage Advisors Group since 2020 and has a longer tenure at Financial Centers of America dating back to 2001. Kelly is also licensed as an insurance agent, offering insurance products alongside his advisory services. Heritage Advisors Group serves individual clients, including high-net-worth individuals, as well as retirement and pension plans, providing discretionary portfolio management and comprehensive financial planning. The firm employs a multi-disciplinary investment approach combining fundamental, cyclical, and technical analysis, and offers both fixed-fee and full-service portfolio programs tailored to client needs.

After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful. I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world. I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.

Ryan Schmitt is a financial advisor at LDN Wealth, LLC with a Series 65 designation and two years of industry experience. He has held multiple roles at LDN Wealth since 2024 and has worked in various positions including at the University of Mount Olive and Double Down Athletics. Outside of his advisory role, he coaches youth soccer as a goalkeeper coach for Florida Kraze Krush. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension consulting and facilitates introductions to third-party investment managers, serving as a liaison between clients and those managers.

Stephen Vettorel is a financial advisor with First Down Financial in Oviedo, FL, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. His prior firms include Brookstone Capital Management, Benchmark Wealth Advisors, and Fisher Investments. He is the founder and president of Riptide Financial, LLC, an insurance agency. First Down Financial provides model-based investment management, financial planning, and qualified plan services primarily to high-net-worth individuals and institutional retirement clients. The firm employs a passive, asset-class investment approach grounded in Modern Portfolio Theory and the Fama-French three-factor framework.

Anne Hudson is a financial advisor at Cramer & Rauchegger, Inc. with 26 years of industry experience. She holds a Series 66 designation and has been with Cramer & Rauchegger since 2013, concurrently working at Kalos Capital since 2014. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as related entities such as trusts, estates, and retirement accounts. The firm allocates client assets among third-party advisers, ETFs, and mutual funds, relying on model portfolios developed by those advisers with periodic monitoring for performance and strategy consistency.

Eric Hoebbel is a CFP® with 30 years of industry experience based in Orlando, FL. He is currently with American Harbour Wealth Management, LLC and has previously worked at APW Capital Inc, Delta Capital Management, Delta Securities Company, and ProEquities, Inc. Outside of advisory work, he owns a business specializing in the sales and programming of gas detection systems. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses model portfolios and fundamental analysis to guide investment strategies, primarily recommending mutual funds and ETFs.

Delcena Lewis is a Series 65-licensed financial advisor with 15 years of industry experience. She is affiliated with RD Lewis Wealth Management and has worked at Independent Financial Partners as well as RD Lewis Holdings, Inc. Lewis also operates as an independent insurance agent on a part-time basis. RD Lewis Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $256.8 million in client assets across about 451 relationships, emphasizing long-term portfolio construction using mutual funds and ETFs, with a focus on retirement planning and personalized investment flexibility.

James Dorman Jr. is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is the owner and principal of Dorman Financial Management, P.A., where he has worked since 2002. In addition to his advisory role, he is a licensed CPA and insurance agent. Dorman Financial Management, P.A. provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, charities, and businesses. The firm customizes advice based on client objectives and risk tolerance, using both fundamental and technical analysis, and offers both discretionary and non-discretionary management alongside standalone financial planning.

Patricia Mostafa is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 credential with four years of industry experience. She is also president of Mostafa Advisors, Inc., an insurance sales business, where she dedicates approximately half of her time. Prior to her current role, she has held positions at several firms including Wilson Title Services and TTEC. McInerney Investment Advisors offers personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm tailors investment programs based on clients’ goals, time horizons, and risk tolerances, and works closely with a single third-party manager, Gradient Investments, LLC.

Erik Bonnett is a financial advisor at Tripletail Wealth Management in Orlando, FL, holding a Series 66 designation with five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has nearly a decade of experience at Regions Bank. Outside of his advisory role, Bonnett serves as a professional fiduciary through Florida Family Trust Services, LLC, and is a director of the Dr. Nayana and Indrajit Vyas Memory Care and Wellness Foundation. Tripletail Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and offers a wrap-fee program, integrating insurance and trust services through affiliated businesses.

Andrew Prescott III is a CFP® with 20 years of industry experience, currently serving at Sherman Wealth Management LLC since 2022. His prior work includes roles at Ocean Breeze Wealth LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also works as a paraplanner, focusing on data gathering, financial plan preparation, research, and analysis. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm follows a customized, open-architecture approach emphasizing long-term investing, strategic asset allocation, and fundamental analysis, typically utilizing low-cost mutual funds, ETFs, and alternative investments.

Phillip Connors is a financial advisor at Value Financial Advisers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Leigh Baldwin & CO., LLC for 10 years and T. Rowe Price Advisory Services, Inc. for 3 years. Outside of advising, he works part-time as a delivery driver for Domino’s. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across around 200 clients.

Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.

Alexander Read is a financial advisor with Lyons Wealth Management in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lyons Wealth Management since 2009 and previously operated Alexander Read Investment Management, Inc. from 1998 to 2009. Lyons Wealth Management provides discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental and technical analysis, quantitative risk models, and option-based strategies across a variety of portfolio approaches, including managing alternative assets and offering model portfolios to third-party platforms.

Rolando Castano is a financial advisor with Nolan Capital Advisors LLC in Oviedo, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Nolan Capital Advisors since 2012 and previously at Valic Financial Advisors and Edward Jones. Nolan Capital Advisors serves individuals, business owners, and retirement plans with investment management and comprehensive financial planning. The firm uses a documented Five-Point Planning Process and principles such as Modern Portfolio Theory to construct portfolios, managing most client assets on a non-discretionary basis.

Pierre Allard is a financial advisor with Financial Advisory Partners, LLC, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at NBC Securities, Inc. since 2010, serving as Chief Investment Officer, and previously spent a decade at CenterState Bank. Financial Advisory Partners, LLC provides discretionary and non-discretionary investment management through a wrap fee program and offers modular financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for about 133 clients with a small advisory team.

Chelsea Jones is a CFP® and holds a Series 65 license with seven years of experience in the financial advisory industry. She has worked at Physician Family Financial Advisors since 2019 and previously held roles at the WKU Center for Financial Success and Western Kentucky University. Physician Family Financial Advisors serves physician families and individual clients, as well as a limited number of employer-sponsored retirement plans, providing financial planning, investment guidance, and discretionary account management. The firm uses a diversified, passive investment approach with tax-aware strategies and offers a non-AUM fee model based on monthly membership fees.