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 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.

Tyrone Harvey is a financial advisor at ARX Strategic Wealth in Orlando, FL, holding a Series 65 license with one year of industry experience. Prior to joining ARX Strategic Wealth, he worked at Ameritas Advisory Services and has been involved with The Master's Academy as a youth coach since 2022. Outside of advisory work, he is engaged in coaching children through The Master's Academy. ARX Strategic Wealth provides portfolio management and written financial planning services to individuals, including high-net-worth clients, as well as charitable and business entities. The firm utilizes fundamental analysis and modern portfolio theory with a long-term trading approach, often working under discretionary authority and documenting client objectives and risk tolerance in an Investment Policy Statement.

Timothy Morris is a financial advisor at Zenith Wealth Management in Orlando, FL, holding a Series 65 designation with five years of industry experience. His prior work history includes positions at Darden Inc. and MIS Insurance Services. Zenith Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to guide discretionary portfolio management and financial planning.

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.

Milan Pualic is a CFA® charterholder and advisor at Monterra Advisors, LLC with one year of industry experience. His prior experience includes roles at Citibank Europe plc, Citi Trust, and CV Advisors, LLC. He currently serves as a director and investment committee member for Monterra Funds SICAV p.l.c., a Maltese professional investor hedge fund, where he participates in governance and portfolio oversight. Monterra Advisors is an independent multi-family office and registered investment adviser serving high-net-worth families, entrepreneurs, athletes, foundations, and select operating companies. The firm combines low-cost ETFs with actively managed equities and bonds, alongside allocations to alternative strategies, and emphasizes fundamental research, manager due diligence, and risk monitoring to align portfolios with client objectives.

Christopher Jones is a Series 65-licensed financial advisor with 19 years of industry experience. He has been the sole advisor at Sparrow Wealth Management since 2010. Sparrow Wealth Management is a fee-only independent firm serving high-net-worth individuals, families, trusts, businesses, and institutional clients such as pension and profit-sharing plans. The firm emphasizes asset allocation through passively structured mutual funds and ETFs, offers integrated financial planning with discretionary asset management, and provides portfolio management services for both individual and institutional retirement accounts.

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.

Michelle Gordon is a financial advisor at Investably LLC in Orlando, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Profunds Distributors, Inc. and The Leaders Group Inc. Outside of her advisory role, she appears as a featured expert guest contributor on the live television series ComercioTV and is involved in financial wellness education as founder and CEO of Happy Wealthy Me LLC. Investably LLC serves high-income individuals, families, business founders, and charitable organizations, offering wealth management, founder-level virtual family office services, retirement plan consulting, and portfolio management. The firm employs a planning-first, discretionary investment approach that incorporates tax-aware trading, fixed-income solutions, and private market access as part of comprehensive wealth plans.

Steven Wise is the principal of OwenWise Financial LLC in Orlando, FL, where he has 14 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his financial advisory work, Wise operates WisePay Solutions LLC and several related entities. OwenWise Financial provides portfolio management, financial planning, consulting, and institutional asset management services. The firm uses diversified, largely passive asset-allocation models tailored to client objectives, incorporates fundamental analysis, and offers integrated tax and planning services through an affiliated accounting practice run by Wise.

Andres Ortiz is a financial advisor at IQ Portfolios with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Advisors. Ortiz is also an independent insurance agent. IQ Portfolios provides ongoing portfolio management to individual and high-net-worth clients, offering tailored investment strategies, third-party manager selection, and co-advisory services with managed account solutions. The firm employs a variety of analytical methods and generally follows a long-term trading approach.

William Palmer is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 23 years of industry experience. He has been the principal and sole advisor at Allegiance Wealth Management, Inc. in Orlando, FL since 2002. Allegiance Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, businesses, charitable institutions, and retirement plan participants. The firm manages diversified, discretionary portfolios emphasizing no-load mutual funds and ETFs across multiple asset classes, focusing on client objectives, risk tolerance, and regular portfolio review.

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.

Alexis Hongamen is a CFP® and holds a Series 65 license, with nine years of experience in financial advising. Since 2016, Hongamen has been the principal advisor at Total Financial Planning, LLC and concurrently works as a project engineer at a federal space agency. Total Financial Planning, LLC serves individual and trust clients with portfolio management and financial planning, including college-planning guidance. The firm manages a small client base on a discretionary basis, using a range of analytic methods and options strategies, and offers educational workshops on college-related topics.

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.

As a CERTIFIED FINANCIAL PLANNER™ professional since 2019, I specialize in personalized financial guidance through life's critical transitions. With a Bachelor's in Finance from UCF, an MBA from Mercer University, and membership in the Central Florida Estate Planning Council, I combine technical expertise with genuine empathy. Expertise Retirement Transition Planning: Creating sustainable income strategies, optimizing Social Security, addressing healthcare needs, and managing distribution tax implications. Long-Term Planning: Developing customized savings strategies, maximizing employer benefits, and creating diversified portfolios for future security. Inherited Asset Management: Navigating the emotional and technical aspects of managing newly acquired wealth. Estate Planning: Aligning investments with estate goals and coordinating with legal professionals. Philosophy My approach centers on education, holistic planning, and long-term partnership. I believe informed clients make better decisions, financial strategies should work in harmony, and ongoing guidance is essential as circumstances change. Community Involvement As a mother of two daughters, I'm committed to empowering the next generation. I serve as a Girl Scout leader and actively volunteer in my children's schools, sharing my passion for financial literacy and leadership development. I welcome the opportunity to discuss your financial goals. Please contact me to schedule a complimentary consultation.

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.