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.

Andrew Machata is a CFP® with 17 years of experience in the financial industry. He is the principal advisor at Semper Wealth Management LLC, an independent firm he has led since 2019. Prior to founding Semper Wealth, he worked at Charles Schwab and Schwab Private Client Investment Advisory. He is also the owner of Vestergy LLC, a financial education and newsletter company focused on financial planning, investment ideas, and the impact of AI on markets and businesses. Semper Wealth Management LLC manages approximately $10.8 million across 27 client relationships, offering discretionary portfolio management, financial planning, pension consulting for ERISA retirement plans, and supplemental services such as tax preparation and bookkeeping. The firm constructs tailored portfolios using third-party research and proprietary analysis, including the use of derivatives and structured products, and serves individual, high-net-worth, retirement plan, and corporate clients.

Madhavi Kotturu is a CFP®-certified financial advisor with experience at major institutions including BNY Global Financial Services and JP Morgan Chase. She currently leads 365Sundays Wealth LLC, an independent wealth management firm based in Lake Mary, FL. Outside of advisory work, she is a licensed real estate salesperson. 365Sundays Wealth LLC provides ongoing wealth management and financial planning services to individuals, high-net-worth clients, pension plans, and corporate clients. The firm employs a tailored investment approach combining Modern Portfolio Theory, fundamental analysis, and a mix of passive and active strategies, with a particular focus on retirement plan consulting and ERISA investment management.

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.

Daniel Lugasi is a financial advisor at VL Capital Management LLC in Winter Park, FL, holding a Series 65 designation with 12 years of industry experience. He has worked at Sungate Capital, LLC, Atlantic Strategic Insights, Business Valuation Analysts, LLC, and ValuEngine Capital Management, LLC. In addition to his advisory role, Lugasi is involved in private equity through SunGate Capital, a single-family office specializing in private company valuations. VL Capital Management provides investment management services to individual clients with tailored portfolio management and allows clients to impose investment restrictions. The firm employs proprietary strategies based on fundamental analysis, invests across asset classes, and conducts ongoing account monitoring with at least quarterly reviews.

Joshua Andrews is a CFP® with nine years of industry experience. He is currently the sole advisor at Thistle Wealth Management, LLC and has previously worked at firms including Resource Consulting Group, Hightower Advisors, and 55 North Private Wealth. Thistle Wealth Management provides investment management and financial planning services to pooled investment vehicles, institutional and governmental entities, and high-net-worth individuals. The firm employs a strategic asset allocation approach based on modern portfolio theory, utilizing both passive and active investment vehicles, and offers flexible billing arrangements including hourly project-based planning.

Samuel Koepsell is a financial advisor at SHK Capital Management, Inc. in Oviedo, FL, holding a Series 65 designation with two years of industry experience. He previously worked at MFM Financial, Inc. from 2014 to 2019. In addition to his advisory role, Koepsell is the CEO of SHK Financial, Inc., a tax preparation business. SHK Capital Management provides fee-based, discretionary wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, profit-sharing plans, and charitable organizations. The firm employs a primarily long-term investment approach combining modern portfolio theory with fundamental and technical analysis, offering customized portfolios that may include stocks, bonds, options strategies, ETFs, and mutual funds.

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.

Michael Franklin is the principal of Franklin Legacy Financial, LLC, an independent advisory firm based in Oviedo, FL. He holds a Series 66 designation and has 15 years of experience in financial advising, including 12 years leading his current firm and over 20 years operating as a sole proprietor. Franklin also works as a licensed insurance agent, dedicating approximately half of his professional time to insurance sales and services. Franklin Legacy Financial provides personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach combines fundamental, technical, and cyclical analysis, with client-directed trade execution and regular account reviews.

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.

Lisa Grady Strange is a financial advisor at RiverTree Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has been with RiverTree Advisors since 2015. RiverTree Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a flexible, ETF-centric investment approach that combines fundamental and technical analysis, managing accounts primarily on a discretionary basis while tailoring portfolios to clients’ risk tolerances and objectives.

Gregory Galloway is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Fund Advisors of America since 1993. Fund Advisors of America provides discretionary investment management and financial planning services to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm uses a combination of modern portfolio theory, asset allocation, and fundamental, technical, and cyclical analysis, employing a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.

Thomas Rauchegger is a financial advisor at Cramer & Rauchegger, Inc. in Maitland, Florida, with 14 years of industry experience. He holds a Series 66 designation and has worked at Kalos Capital, Inc. and Kalos Management, Inc. prior to his current role. Outside of advising, he is the author of a book on retirement and coaches boys soccer at the Barcelona Soccer Academy. Cramer & Rauchegger serves individuals, high-net-worth clients, trusts, estates, retirement accounts, and small businesses by providing portfolio management, financial planning, trustee and trust administration services, and third-party adviser selection. The firm primarily uses third-party money managers and model portfolios for investment strategies, focusing on manager selection and asset allocation while monitoring performance and strategy alignment.

Theodore Rich is a financial advisor with RiverTree Advisors, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with RiverTree Advisors since 2013. RiverTree Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $177.4 million across about 108 client relationships. The firm employs a flexible, ETF-centric investment approach that combines fundamental and technical analysis, offering discretionary portfolio management tailored to clients’ risk tolerances and liquidity needs.

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.

John Brock Edgar is a financial advisor with LDN Wealth, LLC, holding a Series 65 designation and nine years of industry experience. He has worked with LDN Wealth since 2016 and is also a licensed mortgage broker with International Mortgage Associates, Inc. Additionally, he is involved in small business administration through Purple Processing, LLC, and acts as a real estate sales associate with Ameriteam Realty. 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 transfer consulting and facilitates the use of third-party discretionary managers for portfolio implementation.