Regina Blake Anderson is a financial advisor at RD Lewis Wealth Management with six years of industry experience. She holds a Series 65 designation and has been affiliated with RD Lewis Holdings, Inc. since 2012. RD Lewis Wealth Management serves individuals, high-net-worth individuals, families, trusts, and estates with discretionary investment management and financial planning. The firm manages approximately $215 million in client assets, primarily using mutual funds and exchange-traded funds within a long-term, fundamentally based investment approach.

Carol Landaeta is a financial advisor at RD Lewis Wealth Management in Maitland, FL, holding a Series 65 designation. She has been with RD Lewis Wealth Management since 2021 and previously worked at Lutheran Haven Inc. for nine years. RD Lewis Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and estates. The firm uses fundamental analysis to construct customized, typically long-term portfolios, managing accounts primarily through mutual funds and ETFs with ongoing monitoring and at-least-annual 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 with Barr Financial Services, LLC in Winter Park, FL, holding Series 65 and Series 63 licenses and with 11 years of industry experience. His prior work includes roles at OSAIC and Triad Advisors. He serves as a board member of Guys with Ties, a nonprofit organization that raises funds for charities in the Central Florida area through events. Barr Financial Services serves individual and high-net-worth clients as well as trusts, estates, foundations, and business entities. The firm provides comprehensive financial planning and asset management using a silo investment strategy with mostly non-discretionary management, allowing clients active collaboration in portfolio decisions.

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 Series 65-licensed advisor at Luxon Brown with five years of industry experience. Prior to joining Luxon Brown in 2025, Woodard worked at The Cabana Group and held roles at Active Assistant, LLC and US Health Advisors. Outside of advising, Woodard is also a licensed real estate agent with Luxon Brown Realty. Luxon Brown provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm integrates fundamental, quantitative, and technical analysis with modern portfolio theory and employs both long- and short-term trading strategies alongside tactical and strategic asset allocation.

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 experience in the financial industry. He is currently with Nelson Advisory Services, Inc. and has held roles at affiliated firms including Nelson Financial Planning, Inc., Nelson Investment Planning Services, Inc., and Nelson Ivest Brokerage Services, Inc. Outside of his advisory work, he is president and owner of Garris Investments, LLC, a non-investment business entity, and serves as trustee and executor for several trusts and estates. Nelson Advisory Services, Inc. provides investment management and financial planning services, focusing on diversification and long-term investments in dividend-paying companies. The firm operates primarily on a non-discretionary basis and may use third-party sub-advisers for portfolio management.

Patricia Manley is a financial advisor at Financial Advisory Partners, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at NBC Securities, Inc. since 2007. Manley has been with Financial Advisory Partners since 2021. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program, along with modular, fixed-fee, hourly, and ongoing financial planning 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.

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® with 26 years of experience in financial advising. He is currently with Bluestar Wealth Management and previously worked at Novus Advisors and Voya Financial Advisors. Outside of his advisory work, he serves as a paid high school baseball coach at Lake Brantley High School. Bluestar Wealth Management serves individual and high-net-worth clients with customized portfolio management, combining fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary services and employs a range of investment strategies and vehicles, including options and margin trading.

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 financial advisor with RD Lewis Wealth Management in Maitland, FL, holding a Series 65 designation and 15 years of industry experience. She previously worked at Independent Financial Partners from 2016 to 2018 and has been involved with RD Lewis Holdings, Inc. since 2010. Lewis also works as an independent insurance agent on a limited basis. RD Lewis Wealth Management serves individuals, high-net-worth individuals, families, trusts, and estates with discretionary investment management and financial planning. The firm manages approximately $215 million in client assets using a fundamental analysis approach, focusing on strategic asset allocation and long-term portfolio management primarily through mutual funds and ETFs.

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 having 15 years of industry experience. He has served as Chief Investment Officer at NBC Securities, Inc. since 2010 and worked at CenterState Bank from 2010 to 2020. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program and offers fixed-fee, hourly, and ongoing financial planning services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for around 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.