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.

John Kann is a CFP® with eight years of industry experience, currently serving as the sole advisor at Twinleaf Financial Advisors. He previously worked at Virtus Financial Partners, Principal Life Insurance Company, Principal Financial Services, and Stan Stewart. Kann is also a licensed insurance agent and dedicates significant time to insurance-related activities. Twinleaf Financial Advisors primarily serves individual clients by providing portfolio management, financial planning, and consulting for employer-sponsored retirement plans. The firm employs a multi-faceted investment approach using quantitative, fundamental, technical, and economic analysis, and offers insurance services along with educational seminars on financial topics.

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.

John Dewitt is a CFP® with seven years of industry experience, currently serving as a financial advisor at Lakeshore Advisors. His prior roles include positions at Pathstone, AllGen Financial Advisors, Stewardship Advisory Group, and Fidelity Investments. Outside of advisory work, he and his wife operate two Airbnb units on their property, with Dewitt occasionally adjusting pricing. Lakeshore Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm employs a modern portfolio theory-based investment approach with a long-term, buy-and-hold orientation and utilizes third-party asset managers and alternative investments in client portfolios.

Robert Burrow is a CFP® and holds a Series 65 license with five years of industry experience. He currently serves as the sole advisor at Ponta Wealth Partners, LLC, having previously worked at Pathstone, Ascential Alternative Data, 1010DATA, and NorthCoast Asset Management. Ponta Wealth Partners provides investment management and advisory services to high-net-worth individuals, focusing on portfolio construction, ongoing review, and oversight of third-party managers. The firm employs a factor-based, dynamic asset allocation approach primarily using ETFs and individual securities, with discretionary authority over client accounts.

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.

Stanley Stewart is a financial advisor at Virtus Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of advisory work, Stewart serves as president of CSKF Properties, LLC, an investment-related real estate holding company. Virtus Financial Partners serves individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and 529 college-savings advisory. The firm employs fundamental and economic analysis to guide investments and offers education programs for retirement plan participants and younger clients.

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.

Ryan Schmitt is a financial advisor at LDN Wealth, LLC with a Series 65 designation and two years of industry experience. He has held multiple roles at LDN Wealth since 2024 and has worked in various positions including at the University of Mount Olive and Double Down Athletics. Outside of his advisory role, he coaches youth soccer as a goalkeeper coach for Florida Kraze Krush. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension consulting and facilitates introductions to third-party investment managers, serving as a liaison between clients and those managers.

Stephen Vettorel is a financial advisor with First Down Financial in Oviedo, FL, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. His prior firms include Brookstone Capital Management, Benchmark Wealth Advisors, and Fisher Investments. He is the founder and president of Riptide Financial, LLC, an insurance agency. First Down Financial provides model-based investment management, financial planning, and qualified plan services primarily to high-net-worth individuals and institutional retirement clients. The firm employs a passive, asset-class investment approach grounded in Modern Portfolio Theory and the Fama-French three-factor framework.

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.