Carol Landaeta is a Series 65-credentialed advisor at RD Lewis Wealth Management with five years of industry experience. She has worked at RD Lewis Wealth Management since 2021 and previously spent nine years at Lutheran Haven Inc. RD Lewis Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $256.8 million in client assets, emphasizing long-term portfolio construction primarily through mutual funds and ETFs, and typically manages accounts on a discretionary basis with annual formal reviews.

Jennifer Ferguson is a CFP® professional with 28 years of industry experience, currently affiliated with Symphony Financial Team in Lake Mary, FL. Her career includes roles at Azmuth Partners, LLC, and Raymond James Financial Services, INC., among others. Outside of her advisory work, she serves as CEO of 7 Ventures Air, LLC, and is involved in charitable activities through District 6980 Rotary Youth Services and the Orlando Christian Fling Club, where she is a board member. Symphony Financial Team provides comprehensive financial planning and consulting services primarily to individuals and high-net-worth clients, including business owners and executives. The firm emphasizes integrated, ongoing planning supported by technology, coordinates with clients’ other advisors, and focuses on selecting investment allocations and external managers without discretionary trading authority.

Michael Stewart is a financial advisor at Barr Financial Services, LLC in Winter Park, FL, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at OSAIC and Triad Advisors. He serves on the board of Guys with Ties, a nonprofit organization that raises funds for charities in Central Florida. Barr Financial Services provides comprehensive financial and business planning, serving individuals, high-net-worth clients, trusts, estates, foundations, and businesses. The firm employs a silo investment strategy with broadly allocated portfolios managed on a non-discretionary basis, enabling client collaboration on portfolio decisions and oversight of specialized outside sub-advisers.

David Gulacsy is a financial advisor at Sandhill Wealth Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Gulacsy is also the owner of Sandhill Wealth Management, where he manages and services client accounts. Sandhill Wealth Management is an independent, owner-managed firm that provides portfolio management and advisory services to individuals, trusts, estates, and business entities. The firm employs a long-term buy-and-hold investment strategy and offers specialized advice on privately offered and pooled investment vehicles.

Taylor Woodard is a financial advisor at Luxon Brown with six years of industry experience. He holds a Series 65 designation and previously worked at The Cabana Group and Active Assistant, LLC. Outside of his advisory role, Woodard is also active as a licensed realtor with Luxon Brown Realty, LLC. Luxon Brown provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on ongoing portfolio management and comprehensive planning including retirement, income, legacy, tax-aware strategies, and estate planning. The firm employs a blend of fundamental, quantitative, technical analysis, and modern portfolio theory, with a preference for ETFs and both discretionary and non-discretionary management tailored to client goals and risk tolerances.

Juan Delgado is a financial advisor with Fellowship Financial Group in Maitland, FL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at New York Life Securities LLC, New York Life Insurance Company, Brisa America Corp, and La Rosa Realty LLC. Delgado holds a real estate license. Fellowship Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $151.8 million in assets for around 465 clients. The firm provides discretionary and non-discretionary portfolio management, third-party money manager selection, and modular financial planning services tailored to client suitability.

David Sutphin is a financial advisor at Financial Advisory Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Financial Advisory Partners since 2008, following 14 years at NBC Securities, Inc. He is a partner in a formal referral network affiliated with the firm. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program, along with fixed-fee, hourly, and ongoing financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for about 133 clients and operates with a small advisory team.

Joel Garris is a CFP® with 27 years of industry experience and is currently affiliated with Nelson Advisory Services, Inc. He has held roles at multiple related entities since 1998, including Nelson Financial Planning, Inc. and Nelson Investment Planning Services, Inc. Outside of advisory work, he serves as president and owner of Garris Investments, LLC, a non-investment entity, and acts as trustee or executor for several trusts and estates. Nelson Advisory Services, Inc. offers investment management and financial planning services, focusing on diversification and long-term investments in large, dividend-paying companies. The firm operates on a non-discretionary basis and uses third-party sub-advisers for discretionary management, serving individual, trust, pension plan, and institutional clients.

Patricia Manley is a financial advisor at Financial Advisory Partners, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at NBC Securities, Inc. since 2007. She joined Financial Advisory Partners in 2021 and is based in Winter Park, FL. Financial Advisory Partners offers discretionary and non-discretionary investment management through a wrap fee program, along with modular financial planning and consulting services. The firm serves individuals, high net worth clients, charities, and businesses, managing approximately $378 million for around 133 clients with a small advisory team.

Naushad Virji is a financial advisor at Virji Investments, Inc. with 22 years of industry experience. He holds a Series 65 designation and has worked with affiliated firms including ShariaPortfolio, Inc. and SP Funds Management, LLC. Outside of his advisory roles, he serves as president and vice president of family real estate investment companies. Virji Investments provides discretionary portfolio management and retirement-plan advisory services to individual investors, including both high-net-worth and non-HNW clients, and acts as a limited-scope 3(21) fiduciary for ERISA plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build tailored asset-allocation portfolios and offers both active and passive strategies, including Sharia-compliant options.

John Kelly is a financial advisor at Heritage Advisors Group, Inc. in Maitland, FL, holding a Series 65 designation with five years of industry experience. He has been with Heritage Advisors Group since 2020 and has a longer tenure at Financial Centers of America dating back to 2001. Kelly is also licensed as an insurance agent, offering insurance products alongside his advisory services. Heritage Advisors Group serves individual clients, including high-net-worth individuals, as well as retirement and pension plans, providing discretionary portfolio management and comprehensive financial planning. The firm employs a multi-disciplinary investment approach combining fundamental, cyclical, and technical analysis, and offers both fixed-fee and full-service portfolio programs tailored to client needs.

John Riggs is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Bluestar Wealth Management and has held prior roles at Novus Advisors, Voya Financial Advisors, Schwab Wealth Advisory, and Charles Schwab. Outside of his advisory work, he serves as a paid baseball coach at Lake Brantley High School. Bluestar Wealth Management provides portfolio management and wealth advisory services to individuals and high-net-worth clients, emphasizing long-term investment strategies that incorporate fundamental analysis and modern portfolio theory. The firm manages most accounts on a discretionary basis and operates with a small two-advisor team serving a focused client base.

Anne Hudson is a financial advisor at Cramer & Rauchegger, Inc. with 26 years of industry experience. She holds a Series 66 designation and has been with Cramer & Rauchegger since 2013, concurrently working at Kalos Capital since 2014. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as related entities such as trusts, estates, and retirement accounts. The firm allocates client assets among third-party advisers, ETFs, and mutual funds, relying on model portfolios developed by those advisers with periodic monitoring for performance and strategy consistency.

Delcena Lewis is a Series 65-licensed financial advisor with 15 years of industry experience. She is affiliated with RD Lewis Wealth Management and has worked at Independent Financial Partners as well as RD Lewis Holdings, Inc. Lewis also operates as an independent insurance agent on a part-time basis. RD Lewis Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $256.8 million in client assets across about 451 relationships, emphasizing long-term portfolio construction using mutual funds and ETFs, with a focus on retirement planning and personalized investment flexibility.

James Dorman Jr. is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is the owner and principal of Dorman Financial Management, P.A., where he has worked since 2002. In addition to his advisory role, he is a licensed CPA and insurance agent. 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, using both fundamental and technical analysis, and offers both discretionary and non-discretionary management alongside standalone financial planning.

Jeffrey Hovermale is a financial advisor at Robo Advisor, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Sovereign Legacy, Inc. and Sovereign Wealth Management Group, LLC, where he also serves as president of a full-service insurance agency. Robo Advisor, Inc. operates an internet-based WealthTech platform providing automated portfolio management, financial planning, and pension consulting for individual investors, financial intermediaries, and plan sponsors. The firm utilizes software-driven asset allocation and a range of analytical models to manage diversified portfolios and oversees third-party money managers for plan implementations.

Pierre Allard is a financial advisor with Financial Advisory Partners, LLC, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at NBC Securities, Inc. since 2010, serving as Chief Investment Officer, and previously spent a decade at CenterState Bank. Financial Advisory Partners, LLC provides discretionary and non-discretionary investment management through a wrap fee program and offers modular financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for about 133 clients with a small advisory team.

Thomas Schwalbe is a financial advisor at Fund Advisors of America Inc with a Series 65 designation and five years of industry experience. He has been with Fund Advisors of America since 2020 and has also worked with Patriot Group International since 2010. Outside of finance, Mr. Schwalbe owns and operates Icon Security Consulting, LLC, providing security services to government personnel in high-threat areas. Fund Advisors of America offers discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes retirement planning and mutual-fund based investing, employing a portfolio construction approach that integrates modern portfolio theory with fundamental and technical analysis, including the use of leveraged index funds and option strategies.

Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.

Raymond Johnson Jr. is a financial advisor at Steadfast Financial Services with 24 years of industry experience. He holds a Series 65 designation and has worked at Steadfast Financial Services since 1998. Outside of advising, he serves on the board of directors for R.L. Johnson Construction Company, a real estate development firm. Alchemi Wealth, LLC provides investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm offers customized portfolios using various securities and employs multiple analytic methods while acting as a fiduciary to clients.