Patricia Manley is a financial advisor at Financial Advisory Partners, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at NBC Securities, Inc. since 2007. Manley has been with Financial Advisory Partners since 2021. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program, along with modular, fixed-fee, hourly, and ongoing financial planning services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for about 133 clients and operates with a small advisory team.

Stanley Stewart is a financial advisor at Virtus Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of advisory work, Stewart serves as president of CSKF Properties, LLC, an investment-related real estate holding company. Virtus Financial Partners serves individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and 529 college-savings advisory. The firm employs fundamental and economic analysis to guide investments and offers education programs for retirement plan participants and younger clients.

Naushad Virji is a financial advisor at Virji Investments, Inc. with 22 years of industry experience. He holds a Series 65 designation and has worked with affiliated firms including ShariaPortfolio, Inc. and SP Funds Management, LLC. Outside of his advisory roles, he serves as president and vice president of family real estate investment companies. Virji Investments provides discretionary portfolio management and retirement-plan advisory services to individual investors, including both high-net-worth and non-HNW clients, and acts as a limited-scope 3(21) fiduciary for ERISA plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build tailored asset-allocation portfolios and offers both active and passive strategies, including Sharia-compliant options.

Colin Callahan is a financial advisor at Callahan Wealth Advisory with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services for 12 years before founding his current firm. Outside of his advisory work, he is an author self-publishing a series of children’s books sold online. Callahan Wealth Advisory serves individuals, trusts, retirement plans, and business entities, managing approximately $327 million in assets primarily on a discretionary basis. The firm offers comprehensive portfolio management through a wrap fee program and retirement plan consulting, employing asset allocation, fundamental and quantitative analysis, and occasionally using margin borrowing and derivatives in client portfolios.

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.

John Riggs is a CFP® with 26 years of experience in financial advising. He is currently with Bluestar Wealth Management and previously worked at Novus Advisors and Voya Financial Advisors. Outside of his advisory work, he serves as a paid high school baseball coach at Lake Brantley High School. Bluestar Wealth Management serves individual and high-net-worth clients with customized portfolio management, combining fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary services and employs a range of investment strategies and vehicles, including options and margin trading.

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.

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.

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.

Jeffrey Hovermale is a financial advisor at Robo Advisor, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Sovereign Legacy, Inc. and Sovereign Wealth Management Group, LLC, where he also serves as president of a full-service insurance agency. Robo Advisor, Inc. operates an internet-based WealthTech platform providing automated portfolio management, financial planning, and pension consulting for individual investors, financial intermediaries, and plan sponsors. The firm utilizes software-driven asset allocation and a range of analytical models to manage diversified portfolios and oversees third-party money managers for plan implementations.

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 CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He is currently with Sherman Wealth Management LLC and has prior experience at Morgan Stanley Smith Barney and Ocean Breeze Wealth LLC. He also works as a paraplanner at Sherman Wealth Management, where he is involved in data gathering, financial plan preparation, and research. Sherman Wealth Management provides investment advisory and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a customized, long-term investment approach with a focus on asset allocation and low-cost funds, offering ongoing wealth management or standalone financial planning typically implemented on a discretionary basis.

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 spent time with Innovation Partners LLC and Csg Capital Advisors LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, associated trusts and estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis alongside model-driven tactical allocation, utilizing derivatives and algorithmic strategies as part of its portfolio management approach.

Pierre Allard is a financial advisor with Financial Advisory Partners, LLC, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He has served as Chief Investment Officer at NBC Securities, Inc. since 2010 and worked at CenterState Bank from 2010 to 2020. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program and offers fixed-fee, hourly, and ongoing financial planning services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for around 133 clients with a small advisory team.

Chelsea Jones is a CFP® and holds a Series 65 license with six years of experience in financial advising. She has been with Physician Family Financial Advisors Inc since 2019 and previously worked at the WKU Center for Financial Success and Western Kentucky University. Her background also includes roles outside finance in health and recreation facilities. Physician Family Financial Advisors serves physician families and individual clients, offering financial planning, investment guidance, and discretionary account management. The firm employs a diversified, passive investment approach with tax-aware strategies and uses a non-AUM fee model.

Thomas Schwalbe is a financial advisor at Fund Advisors of America Inc with a Series 65 designation and five years of industry experience. He has been with Fund Advisors of America since 2020 and has also worked with Patriot Group International since 2010. Outside of finance, Mr. Schwalbe owns and operates Icon Security Consulting, LLC, providing security services to government personnel in high-threat areas. Fund Advisors of America offers discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes retirement planning and mutual-fund based investing, employing a portfolio construction approach that integrates modern portfolio theory with fundamental and technical analysis, including the use of leveraged index funds and option strategies.

Mark Zavanelli is a CFA® charterholder with 14 years of industry experience. He has been with Lyons Investment Management since 2012 and previously worked at ZPR Investment Management Inc., where he also serves as president of a real estate investment company in his spare time. Lyons Investment Management provides discretionary portfolio management to individuals, employee benefit plans, pooled vehicles, charities, and business clients, offering both fundamental and quantitative investment strategies tailored to client objectives and risk tolerances.

Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.