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.

Joseph Mccann is a financial advisor with Heritage Advisors Group, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Advisors Group in 2026, he worked at 401k Generation and held positions at the University of Massachusetts, Dartmouth, PUBLIX, and Lake Highland Preparatory School. Heritage Advisors Group provides asset management, financial planning, and consulting primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers model-based and customizable advisory programs with a range of investment strategies, combining discretionary and non-discretionary account management and periodic client communications.

Tyler Jones is a financial advisor at Financial Life Designs LLC in Lake Mary, FL, holding a Series 65 credential with two years of industry experience. His work history includes multiple roles at Financial Life Designs LLC and previous positions at Charles Perry Partners, Inc. and F J Nugent & Associates, Inc. Outside of his advisory role, he owns a sole proprietorship specializing in research and CAD design for outdoor products. Financial Life Designs LLC serves individual clients, including high-net-worth households, through fee-only financial planning and discretionary portfolio management. The firm employs a planning-first approach with diversified portfolios built using both fundamental and technical analysis, focusing on a relationship-driven model for a small client base.

Susan Schulman is a financial advisor at OneFirm Consulting, LLC with five years of industry experience. She holds a Series 65 designation and has been with OneFirm Consulting since 2019, following roles at Finastra and D&H. OneFirm Consulting provides fee-based investment advisory and portfolio management services to individual clients, including high-net-worth households, focusing on long-term growth, retirement planning, and legacy objectives. The firm operates mainly on a non-discretionary, co-advisory model, working with third-party portfolio managers to execute investment strategies.

Randy Smith is a Certified Financial Planner® with 26 years of industry experience. He has been with Fairway Financial, LLC since 2015 and previously worked at Calton & Associates, Inc. for ten years. He is also an independent insurance agent. Fairway Financial serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and consulting through model portfolios, independent managers, and discretionary management of certain retirement accounts.

Joseph Bilello is a ChFC® with 38 years of industry experience. He has been with Avanti Wealth Management since 2006 and has held roles at G. A. Repple & Company and Avanti Financial Group, Inc. since 1992. Outside of his advisory work, he serves on the board of Seminole County Young Life, contributing to program oversight and organizational goals. Avanti Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with integrated wealth management services including financial planning, portfolio management, pension consulting, and educational workshops. The firm offers tailored portfolios managed using both in-house analysis and third-party strategies through the Prosperity Capital Advisors platform.

Maurice Linton is a financial advisor with Eagle's Crest Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. from 1997 to 2026. Eagle’s Crest Advisors provides personalized wealth management, investment advisory, and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm develops client-specific investment strategies using fundamental analysis and a range of investment vehicles, managing portfolios primarily on a discretionary basis.

Carlos Sacasa is a financial advisor with Borger Capital Management LLC in Apopka, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in non-investment activities such as eBay sales and collecting royalties from copyrighted material. Borger Capital Management LLC is a state-registered investment adviser that provides asset and portfolio management, financial and retirement planning, insurance planning, and consulting services to individuals, families, and small business owners. The firm employs a concentrated precious-metals strategy using a blend of fundamental, technical, and cyclical analysis across discretionary and non-discretionary engagements.

Summer Dorn is a financial advisor at Fairway Financial, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Fairway Financial since 2004, including time at Calton & Associates, Inc. from 2015 to 2025. Fairway Financial serves individuals—including high-net-worth clients—as well as business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a tailored, typically discretionary investment approach using ETFs, mutual funds, individual equities, and third-party manager mandates, and offers educational seminars and workshops along with a focus on exit and business succession planning.

Plamen Dimitrov is a financial advisor at Avanti Wealth Management with 20 years of industry experience. He holds a Series 65 designation and has been with Avanti Wealth Management since 2009. Dimitrov is also involved with Avanti Financial Group, an investment-related business. Avanti Wealth Management serves individual clients, retirement plans, trusts, charities, and business entities, offering wealth management, financial planning, pension consulting, and educational workshops. The firm constructs and monitors individualized discretionary portfolios and emphasizes coordination with clients’ other professional advisers.

Brian Nolan is a financial advisor with Nolan Capital Advisors LLC in Oviedo, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Nolan Capital Advisors since 2012. Nolan serves on the board of the Central County Community Development Corp., where he reviews financial statements related to affordable housing, and volunteers with the Beta Theta Pi Psi Diamond Association focusing on recruitment strategies. Nolan Capital Advisors LLC serves individuals, high-net-worth clients, business owners, and retirement plans by providing investment management and comprehensive financial planning, including retirement, estate, tax, and insurance planning. The firm follows a structured Five-Point Planning Process and constructs diversified portfolios based on Modern Portfolio Theory, managing nearly $29 million in assets primarily on a non-discretionary basis.

Sean O’Toole is a financial advisor with O’Toole Strategic Investments LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been involved with The O’Toole Group since 2011, where he is also a licensed insurance agent and broker. O’Toole Strategic Investments LLC serves individual clients, including high net worth individuals, by providing investment advisory referrals and client liaison services rather than managing discretionary portfolios. The firm focuses on recommending third‑party managers, assisting with onboarding and paperwork, and monitoring performance, without directly managing client assets.

Timothy Looney is the principal of Tim Looney Investments, LLC in Longwood, Florida, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 2012 and operated as an independent advisor since 2002. Tim Looney Investments, LLC serves individual clients, including high-net-worth and non-high-net-worth households, offering personalized financial planning, investment supervisory services, ERISA 3(21) plan advice, hourly consulting, and educational seminars. The firm employs a custom, non-discretionary portfolio management approach with documented investment objectives and quarterly account reviews, managing over $426 million in assets under management.

Matthew Mcgahey is a CFP® and ChFC® with 12 years of industry experience, currently serving at Steadfast Financial Services since 2013. He holds a Series 65 license and is based in Altamonte Springs, FL. Alchemi Wealth, LLC provides investment management and financial planning to individuals, including high-net-worth clients, as well as trusts, estates, corporations, and charities. The firm employs a fiduciary approach using customized portfolios and multiple analytic methods, offering both discretionary and non-discretionary management along with written financial plans.

Anthony Rossetti is a CFP® professional with 26 years of industry experience, currently serving at Heritage Advisors Group, Inc. since 2020. His prior experience includes roles at Independent Financial Partners and Heritage Financial Services, where he has been active since 2001. In addition to his advisory work, Rossetti is also licensed as an insurance agent. Heritage Advisors Group serves individual clients, including high-net-worth individuals, as well as retirement and pension plans, providing discretionary portfolio management and various financial planning services. The firm employs a multi-disciplinary investment approach combining fundamental, cyclical, and technical analysis, and offers both fixed-fee and full-service portfolio management programs.

Allan Paull is a financial advisor at Virji Investments, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Virji Investments since 2011. He is also involved in insurance sales, a business activity he has pursued since 1991. Virji Investments is a fee-only registered investment adviser managing approximately $33 million for about 58 clients, primarily individual and high-net-worth households. The firm offers discretionary portfolio management, retirement planning, and serves as a limited-scope 3(21) fiduciary for ERISA-qualified retirement plans, employing a disciplined, long-term asset allocation approach that includes Sharia-compliant strategies and various active and passive management options.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with 20 years of industry experience. He holds a Series 65 designation and has been affiliated with Barry University School of Law since 2003. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm constructs customized portfolios emphasizing preferred stocks and corporate bonds, utilizing a variety of analytic approaches tailored to client needs.

Edward Soulsby is a financial advisor at OneFirm Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at OneFirm Consulting since 2018. Soulsby is also a partner and attorney at Trotter & Soulsby, P.A., where he provides legal services. OneFirm Consulting offers fee-based investment advisory and portfolio management services primarily to individual and high-net-worth clients, focusing on long-term growth, retirement planning, and legacy objectives. The firm employs a non-discretionary, co-advisory model, collaborating with third-party portfolio managers while monitoring performance and advising clients accordingly.

Brian Flanagan is a financial advisor with Tim Looney Investments, LLC in Longwood, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Florida Financial Group Auto & Home LLC, where he also operates as an insurance agent in a sole proprietorship capacity. Tim Looney Investments, LLC provides fee-based financial planning, investment supervisory services, and retirement-plan advice primarily to individual clients, including high-net-worth households. The firm offers custom, non-discretionary portfolio management and ERISA 3(21) fiduciary services, managing nearly $490 million in assets as of year-end 2025 without discretionary trading authority.