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.

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.

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.

Richard Pfeifer is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fund Advisors of America since 2004. Fund Advisors of America provides discretionary investment management and financial planning services primarily to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm employs a tailored investment approach using a combination of modern portfolio theory and various analytical methods, incorporating a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.

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.

Chelsea Arb is a financial advisor at Dorman Financial Management, P.A. with seven years of industry experience. She holds a Series 65 designation and has worked previously at Oak Square Advisors Inc., J.D.G. Associates, Inc., and PlanMember Securities Corporation. 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, utilizing both fundamental and technical analysis, and offers discretionary and non-discretionary management alongside standalone planning and consulting.

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.

Brandon Valdes is a financial advisor at Fellowship Financial Group with 11 years of industry experience. He holds a Series 65 designation and has previously worked at LPL Enterprise and Prudential Insurance Company of America. Valdes also works as a health insurance agent outside of his advisory role. Fellowship Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $175 million for around 489 clients, providing discretionary and non-discretionary portfolio management, selection of third-party money managers, and modular or standalone financial planning services tailored to client objectives and risk tolerance.

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 at Eagle's Crest Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for a combined 43 years. Eagle’s Crest Advisors, LLC offers personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm serves both individual high-net-worth clients and plan sponsors, employing asset-allocation–driven portfolios primarily selected through fundamental analysis.

Carlos Sacasa is a financial advisor with Borger Capital Management LLC in Apopka, FL. He holds Series 63 and Series 65 credentials and has two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Charles Schwab. Outside of financial advising, he is involved in eBay sales and collects royalties from intellectual property. Borger Capital Management serves individual investors, families, and small business owners by providing personalized advisory services such as asset and portfolio management, financial and retirement planning, and insurance reviews. The firm employs a blend of charting, fundamental, technical, and cyclical analysis with a focus on concentrated precious metals exposures as a core investment strategy.

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.

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.

David Morgan is a financial advisor with REAP in Wealth Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc., and has been affiliated with Reap, LLC since 2001. Outside of his advisory role, Morgan is a registered insurance agent involved in the sale of fixed and insurance products. REAP in Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, offering retirement and estate planning, cash flow and tax planning, and access to third-party portfolio managers. The firm implements investment strategies tailored to clients’ objectives and risk tolerances, utilizing both direct management and sub-advisors.

Timothy Looney is the principal of Tim Looney Investments, LLC, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his own firm since 2012 and previously worked at 1st Global Advisors Inc. from 2001 to 2002. Tim Looney Investments, LLC provides fee-based financial planning and investment supervisory services primarily to individual clients, including high-net-worth households. The firm offers custom, non-discretionary portfolio management with client-approved trading and serves as a fiduciary for retirement plans under ERISA 3(21), maintaining a sizable asset base without discretionary trading authority.