Scott Thomas is a financial advisor with Stewardship Matters in Maitland, FL. He holds the ChFC® designation and Series 63 license and has 24 years of industry experience. Since 2011, he has been with Stewardship Matters and has been advising clients under his own name since 1995. He also provides planning, identity theft, and legal planning referrals through a separate activity. Stewardship Matters serves individuals, trusts, estates, charitable organizations, and employer plan sponsors by offering financial planning, pension consulting, and referrals to third-party money managers. The firm emphasizes values-based planning and does not manage assets in-house, instead assisting clients in selecting and overseeing outside portfolio managers.

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Laurore Jean Pierre is a financial advisor at JP Law and Wealth Advisors PLLC in Maitland, FL, with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch, Charles Schwab, SunTrust Bank, and Wells Fargo. Ms. Jean Pierre is also a licensed attorney and provides legal services through her firm. JP Law and Wealth Advisors offers tailored asset-allocation advice and written financial planning to individuals, charitable organizations, and small businesses. The firm combines technical and fundamental analysis with modern portfolio theory, primarily using model portfolios and third-party money managers for implementation, and operates a fixed-fee planning model without discretionary management or custody of client assets.

Gregory Money is the principal of Coastal Wealth Advisory Services, LLC in Lake Mary, FL, with 31 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has worked at various firms including World Equity Group and Triumph Wealth Advisors. In addition to his advisory role, he serves as an independent insurance agent through his corporation, Alexander, Money & Associates, focusing on fixed life and health insurance. Coastal Wealth Advisory Services provides discretionary and non-discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans. The firm offers tailored portfolios using fundamental analysis combined with long- and short-term strategies, ongoing portfolio monitoring, and tax-aware investment opportunities.

Philip Ferguson is the sole advisor at Polaris Financial Planning, LLC, an independent firm based in Apopka, Florida. He holds a Series 65 designation and has 25 years of industry experience, having founded Polaris Financial Planning in 2000. Outside of his advisory work, Mr. Ferguson hosts The Phil Ferguson Show, a podcast covering skepticism, atheism, investment philosophies, economics, and politics. Polaris Financial Planning provides discretionary asset management primarily for high-net-worth individual clients, employing a science-based, buy-and-hold investment approach grounded in Modern Portfolio Theory. The firm customizes portfolios using diversified index and mutual fund allocations selected through a proprietary model, with an emphasis on long-term holdings and occasional tactical adjustments.

Madhavi Kotturu is a CFP® professional with experience at BNY Global Financial Services and JP Morgan Chase prior to founding 365Sundays Wealth LLC, where she has been advising since 2026. She also maintains an unrelated real estate sales activity as an outside business. 365Sundays Wealth LLC is an independent advisory firm providing wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm employs a fee-only model and focuses on asset allocation using both passive and active investment vehicles, while also offering retirement plan consulting and ERISA fiduciary services.

David Souders is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of Apis Wealth, LLC, an independent firm he has led since 2019. Prior to founding Apis Wealth, he worked at Ronald Blue & Co., LLC and Ronald Blue Trust from 2003 to 2019. Apis Wealth provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, typically serving clients with account minimums of $500,000. The firm’s investment approach includes tailored asset allocation across equities, fixed income, and other securities, with continuous monitoring, formal annual reviews, and specialized planning for clients with concentrated equity positions and cryptocurrency exposure.

Michael Ciaston is the principal of Ciaston Financial Group LLC and holds a Series 65 license. He has been in the financial industry since 2021, with prior experience at Marcum LLP, MG Stover, and Alter Domus. In addition to his advisory role, he provides tax preparation and bookkeeping services. Ciaston Financial Group LLC is a newly formed investment manager offering discretionary asset management and complimentary financial planning for managed accounts. The firm implements investment programs using a combination of fundamental, technical, charting, and cyclical analysis, with occasional use of options and pooled investment vehicles.

Roland Castro is a Series 66-licensed financial advisor with three years of industry experience. He is the principal of Blueprint Capital Group LLC, where he has worked since 2025. Castro also operates a consulting business focused on organizational structure and employee retention. Blueprint Capital Group LLC offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, managing approximately $5.3 million across about 38 clients. The firm utilizes a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerance, while also providing third-party manager referrals and educational seminars.

Stephen Overstreet is a CFP® professional with 24 years of experience in financial advising. He is the sole advisor at the Financial Planning Office of Stephen Overstreet, P.A., an independent, fee-only firm he has led since 1996. The firm serves individual households, including professionals, business owners, and retirees, managing approximately $35 million for fewer than two dozen clients. The firm provides comprehensive financial planning and investment advisory services, focusing on long-term, buy-and-hold strategies using low-cost mutual funds and ETFs across multiple asset classes. It operates primarily on a non-discretionary basis, offering quarterly reviews and integrating retirement and insurance assets into its analyses.

Christopher Yandell is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Yandell Investments, LLC in Orlando, FL. He previously worked at Commonwealth Financial Network and Investment Centers of America. Yandell is also the owner and president of Yandell & Company P.A., an affiliated insurance agency. Yandell Investments, LLC manages approximately $154 million for around 118 clients, offering financial planning, discretionary asset management, and retirement plan consulting. The firm employs asset-allocation strategies and utilizes third-party model portfolios, with a formal relationship with Commonwealth Financial Network for program access and administrative services.

Daniel Lugasi is a financial advisor at VL Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Sungate Capital, LLC and Business Valuation Analysts, LLC. In addition to his advisory role, he is involved in private equity through Sungate Capital, a single-family office. VL Capital Management provides tailored investment management services to individual clients, employing proprietary strategies based on fundamental analysis and offering flexibility across asset classes. The firm monitors accounts regularly and seeks to limit transaction costs while allowing clients to impose investment restrictions.

Joshua Andrews is a CFP® and holds a Series 66 designation, with eight years of experience in the financial services industry. He currently operates as the sole advisor at Thistle Wealth Management, LLC, having previously worked at firms including 55 North Private Wealth, Hightower Advisors, Resource Consulting Group, and CNL Securities Corp. Thistle Wealth Management, LLC provides investment management and financial planning services to pooled investment vehicles, institutional and governmental entities, and high-net-worth individuals. The firm employs a modern portfolio theory-based investment approach with strategic asset allocation across various asset classes and offers both ongoing and project-based financial planning on a fee-only basis.

Sarah Delaney is a financial advisor with IRL Financial, LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at firms including Fortress Wealth Group and Edward Jones. In addition to her advisory role, she serves as a project manager for Fortress Wealth Group, overseeing the launch and operations of a private fund. IRL Financial serves individuals, trusts, partnerships, charitable organizations, and institutional clients, offering portfolio management and tiered financial planning services. The firm uses various analysis methods and trading strategies, provides access to estate-document services, and works with both high-net-worth clients and business entities.

Daniel Basinger is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Victory Wealth Management, LLC since 2022. He previously worked at NorthRock Partners from 2019 to 2022 and Ameriprise Financial Services, Inc. from 2014 to 2019. He maintains a current Illinois insurance license. Victory Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of investment instruments and combines fundamental, quantitative, technical, and charting analysis within a fiduciary framework.

Julio Rivera is a CFP® professional with six years of experience in financial advising. He is the founder of Green Beret Financial Planning and also serves as the owner and bilingual financial coach of Morrow Group, Inc. Rivera has prior experience with Primerica Advisors and has served in the U.S. Army since 2015. Green Beret Financial Planning is an independent registered investment adviser that provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm constructs portfolios using ETFs, low-cost mutual funds, individual stocks, and bonds, employing both fundamental and technical analysis with a generally long-term approach while maintaining flexibility for active trading.

Gustavo Sanchez Nazario is a financial advisor at Zafiro with 14 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Raymond James & Associates, Select Advisory Group, Arkadios Wealth Advisors, and Select Private Wealth. Nazario also has involvement in insurance sales, including annuities and life insurance. Zafiro provides portfolio management services primarily to individuals and high-net-worth clients, employing a diverse set of investment strategies across multiple asset classes. The firm uses both long-term and short-term trading approaches and offers regular reporting and reviews to its clients.

Carlos Dias is the principal of Dias Wealth, LLC, an independent advisory firm based in Lake Mary, Florida. He holds a Series 65 license and has 10 years of industry experience, including prior roles at Retirement Wealth Advisors and Excel Tax & Wealth Group, Inc. Dias contributes as a national syndicated columnist for Kiplinger and MarketWatch, and he also teaches financial topics to tax professionals through CPAacademy.org. Dias Wealth, LLC provides comprehensive financial planning and consulting services primarily to individual and high-net-worth clients. The firm focuses on advising and planning while referring clients to third-party investment managers, combining a passive asset allocation strategy with tactical shifts to address short-term market opportunities.

I founded Envision Wealth Planners because I believe financial planning should evolve with you, not hold you back. As a fee-only fiduciary, I work with high-income families, business owners, and commercial real estate executives who have built serious wealth and want a smarter strategy for what comes next. My Financial Life Planning approach goes beyond investments, integrating advanced tax strategies, private investment opportunities, cash flow optimization, risk management, and estate planning into one cohesive plan built around your values and your life. Whether you're focused on reducing your tax burden, accelerating portfolio growth through private markets, or building a generational legacy, I bring the depth and discipline to help you navigate complex financial decisions with clarity and confidence. In 2025, I was honored with the Wealthtender Voice of the Client Award and the Best of BusinessRate 2025 award, both reflecting the kind of long-term, trust-driven relationships I prioritize with every client. I hold the CFP®, CPWA®, ChFC®, and CLU® designations and am based in Maitland, FL, serving clients across Central Florida and nationwide. When I'm not working with clients, I'm spending time with my wife and two kids, cooking, or on the golf course. I've been involved with Florida Citrus Sports for over 10 years and have served on the Board of Directors for the Lake Nona Regional Chamber of Commerce for over five years. If you're looking for objective, conflict-free guidance from someone who takes your financial life as seriously as you do, I'd love to connect.

Charles Meeks is a CFP®-certified financial advisor with 14 years of industry experience. He is the principal of Meeks Capital LLC, an independent firm he has led since 2018. Prior to founding Meeks Capital, he worked at Fairwinds Credit Union, CUSO Financial Services, LP, and Cetera ADVISORS LLC. He is also an independent insurance agent, dedicating part of his time to servicing insurance clients. Meeks Capital provides discretionary investment management and comprehensive financial planning to individuals and employer retirement plans, including pension and profit-sharing plans. The firm offers retirement-plan advisory services as a limited-scope 3(21) fiduciary and employs diversified investment approaches guided by asset-allocation frameworks and active techniques.