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.

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 with one year of industry experience. He holds a Series 65 credential and has worked at Ameritas Advisory Services and Duvall Financial Group. Outside of financial advising, he is involved in coaching youth at 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 applies fundamental analysis and modern portfolio theory with a long-term approach, offering discretionary portfolio management and written plans that cover investments, retirement, taxes, insurance, college funding, and credit planning.

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.

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.

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.

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 sole advisor at Franklin Legacy Financial, LLC in Oviedo, FL. He holds a Series 66 designation and has 14 years of experience with the firm, along with over 24 years as a sole proprietor. Approximately half of his professional time is devoted 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 approach tailors investment strategies to clients’ goals and risk tolerance, with management conducted on a non-discretionary basis following client approval.

Julio Rivera is a CFP® professional with six years of experience in financial advising. He is the founder of Green Beret Financial Planning and also serves as the owner and bilingual financial coach of Morrow Group, Inc. Rivera has prior experience with Primerica Advisors and has served in the U.S. Army since 2015. Green Beret Financial Planning is an independent registered investment adviser that provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm constructs portfolios using ETFs, low-cost mutual funds, individual stocks, and bonds, employing both fundamental and technical analysis with a generally long-term approach while maintaining flexibility for active trading.

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.

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.

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.

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.