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® with six years of industry experience, currently serving as the principal advisor at Green Beret Financial Planning in Orlando, FL. He has prior experience at Primerica Advisors and maintains an active role in the U.S. Army. Rivera is also the owner and bilingual financial coach of Morrow Group, Inc., dedicating approximately half of his time to this non-investment-related financial education business. Green Beret Financial Planning is an independent registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a portfolio strategy using exchange-traded funds, mutual funds, individual stocks, and bonds, combining fundamental and technical analysis with a generally long-term approach while allowing for active trading as needed.

Timothy O'Mara is a CFA® charterholder with 16 years of industry experience, currently serving as the sole advisor at Opima Capital Management, LLC. His prior work experience includes positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Wilmington Trust, and CITIGROUP. Outside of finance, he is an independent music producer through Tim O'Mara Productions. Opima Capital Management provides portfolio management and financial planning services to individual and institutional clients, including employer-sponsored retirement plans. The firm employs a combined approach of fundamental, technical, cyclical, and economic analysis and is noted for its institutional and pension consulting capabilities.

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.

Ready to retire with confidence? I'm Keith Hensley, a CFP® professional and fiduciary financial advisor helping near-retirees and retirees in Orlando, Florida navigate one of life's biggest transitions. Whether you're approaching retirement or already there, I provide flat-fee financial planning that's completely transparent and conflict-free. Here's how I'm different. My firm is fee-only and advice-only. That means I don't sell products, earn commissions, or have hidden agendas. You pay a flat fee for comprehensive financial planning, and I work for you. Period. Our focus is on your most pressing questions... - When can I retire? - How much can I safely withdraw each year? - How do I turn my savings into a paycheck? - When should I apply for Social Security? - How do I minimize taxes in retirement? - Will I run out of money? Who do I work with? Primarily near-retirees and retirees in the Orlando area who want a trusted partner to help them make smart decisions about retirement income, Social Security timing, tax planning, and investment strategies. I also work with younger professionals who are serious about building wealth. What should you expect? I'm naturally laid back and genuinely interested in your story. This isn't about pushing products or rushing through meetings. It's about understanding your goals, addressing your concerns, and building a financial plan that works for your life. As a fiduciary, I'm legally required to put your interests first. But beyond the legal requirement, that's just how I believe financial planning should work. Why do Orlando families trust Florida Financial Planning? You're working with a local CFP® professional who understands the Orlando market and serves families in this community. No national call centers. No rotating advisors. Just straightforward, transparent financial planning from someone who's invested in your success.

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.

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.