Audrey Jones is a CFP® with 21 years of industry experience, currently serving at Financial Life Designs LLC since 2015. Her prior roles include positions at California Lutheran University, Bauerle Financial, Inc., Wealthcare Capital Management LLC, FirstWave Financial, and Financial Management Concepts. Financial Life Designs LLC provides fee-only financial planning and discretionary portfolio management to individual clients, including high-net-worth households. The firm focuses on a planning-first approach with diversified portfolios, ongoing monitoring, and a relationship-focused delivery model.

Kenneth Wheeler is a financial advisor at OneFirm Consulting, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at KMS Financial Services, Inc. and Royal Alliance Associates, Inc. In addition to his advisory role, he is the owner of a tax, estate planning, and transactional law practice. OneFirm Consulting provides fee-based investment advisory and portfolio management services primarily to individual and high-net-worth clients, focusing on long-term growth, retirement planning, and legacy objectives. The firm operates mainly on a non-discretionary, co-advisory model, combining financial planning with portfolio management delivered through third-party managers.

John Mc Cully is a financial advisor at Tim Looney Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tim Looney Investments since 2023. Outside of finance, he is the owner of Downtown Pet Hospital in Orlando, Florida. Tim Looney Investments primarily serves individual clients, including high-net-worth and non-HNW households, offering personalized financial planning, investment supervisory services, and educational seminars. The firm uses a custom, non-discretionary portfolio management approach, requiring client approval for transactions and conducting quarterly account reviews.

Wilbert Oakley III is a financial advisor with FamilyWealth Asset Management in Lake Mary, FL, holding a Series 65 credential and 18 years of industry experience. His prior roles include work at Jolliffe Capital and Brookstone Capital Management LLC. Outside of advisory services, he is also an insurance producer specializing in fixed annuity products. FamilyWealth Asset Management serves individual and institutional clients with discretionary and non-discretionary portfolio management, retirement plan consulting, and insurance product access. The firm employs a multi-asset, dynamic investment approach combining passive core exposures with active and alternative strategies through an integrated platform and turnkey asset management program.

Kenneth Simon is a financial advisor at SKadvisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes founding and operating his own CPA firm since 1987, as well as experience with Lincoln Investment Planning, Inc. from 1991 to 2024. In addition to his advisory work, he is involved in affiliated professional practices including a CPA firm and an insurance agency. SKadvisors is a small team advisory firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a multi-method investment process and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support tax and implementation needs.

Russell Cramer is a financial advisor with Cramer & Rauchegger, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes tenure at Kalos Capital since 2008 and Cramer & Associates since 1999. 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 focuses on manager selection and asset allocation, primarily using third-party money managers, model portfolios, mutual funds, and ETFs.

Caitlin O’Toole is a Series 65-licensed financial advisor with six years of experience, currently with O’Toole Strategic Investments LLC and The O’Toole Group. She has prior work experience at Wekiva Elementary School. Caitlin is also a licensed insurance agent involved with insurance sales and service outside of her advisory work. O’Toole Strategic Investments LLC serves individual clients, including high net worth individuals, by providing investment advisory referrals and client liaison services rather than managing portfolios directly. The firm focuses on recommending and monitoring third-party managers without custody of client assets.

Imtiyaz Nathoo is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. prior to joining Eagle’s Crest Advisors, LLC, where he has been advising clients since 2026. Nathoo also serves as president of the Retreat at Oregon Home Owners Association. Eagle’s Crest Advisors, LLC provides wealth management, financial planning, investment advisory, and retirement plan consulting services to individuals, trusts, foundations, retirement plans, and corporations. The firm offers tailored, asset-allocation–driven portfolios and serves both retail clients, including high-net-worth individuals, and institutional plan sponsors.

Regina Blake Anderson is a financial advisor at RD Lewis Wealth Management with seven years of industry experience. She holds a Series 65 designation and has been affiliated with RD Lewis Holdings, Inc. for 14 years. 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 across about 451 relationships, emphasizing long-term portfolio construction through mutual funds and ETFs while offering retirement-focused guidance and formal annual reviews.

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.

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.

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.

Stephen Vettorel is a financial advisor at First Down Financial with 20 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at firms including Fisher Investments and Brookstone Capital Management. In addition to his advisory role, he is the founder and president of Riptide Financial, LLC, an insurance agency. First Down Financial provides discretionary portfolio management, financial planning, and qualified-plan advisory services primarily for high-net-worth individuals as well as pension, trust, and business clients. The firm uses a Modern Portfolio Theory-based investment approach with passive asset-class implementation and actively engages clients through educational programs and managed model portfolios.

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.