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.

Meghan Collins is a financial advisor at Oakmonte Wealth Management in Orlando, FL, holding the ChFC® designation and Series 65 license with two years of industry experience. She also works with Lifeboat Trust Services, LLC as a Client Services Associate. Oakmonte Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, pension plans, charitable organizations, and corporate clients, applying modern portfolio theory and a long-term trading approach tailored to each client.

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.

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 with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors and OSAIC. Outside of his advisory role, Stewart serves as a board member for Guys with Ties, a Central Florida nonprofit that raises money for other charities through events. Barr Financial Services serves individual and high-net-worth clients, as well as trusts, estates, foundations, and business entities. The firm employs a silo investment strategy with multiple optimized portfolios managed on a non-discretionary basis, allowing clients to collaborate on portfolio decisions while recommending outside sub-advisers when needed.

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.

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.

James Flick is a ChFC® credentialed financial advisor with seven years of experience at Oakmonte Wealth Management in Orlando, FL. He also has over three decades of experience as an attorney with Flick Law Group, P.L. Outside of his advisory role, Flick manages several trust service companies and provides legal counsel related to these activities. Oakmonte Wealth Management offers portfolio management, pension consulting, and financial planning services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs modern portfolio theory and a long-term trading approach, tailoring asset allocation and risk parameters to each client while managing assets primarily on a non-discretionary basis.

Deborah Claydon is a financial advisor with Carpenter, Claydon Advisors, Inc. in Orlando, FL, holding Series 63 and Series 65 designations and having 26 years of industry experience. She has been with Carpenter, Claydon Advisors since 2002. Carpenter, Claydon Advisors, Inc. provides personalized financial planning, portfolio management, asset allocation, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm emphasizes strategic asset allocation using mutual funds and ETFs with a long-term, buy-and-hold approach, generally operating on a non-discretionary basis while focusing on client-directed decision-making and plan consulting.

Eric Lewicki is a financial advisor at Kris Lewicki & Associates, LLC with a Series 65 credential. He joined the firm in 2025 and has prior work experience at Ravago Americas from 2018 to 2025. Outside of his advisory role, he manages Eric Martin Group, LLC, a non-investment-related entity that supports his operational costs. Kris Lewicki & Associates, LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth households, through discretionary portfolio management and comprehensive financial planning. The firm employs a strategic wealth management process combining fundamental and quantitative analysis to construct diversified portfolios, and it manages approximately $83.6 million in discretionary assets.

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.

Anthony Smith is affiliated with MRB Capital and holds a Series 66 designation. He has experience in mortgage lending and securities, having worked at Loanstream Mortgage, Pruco Securities LLC, Bayview Asset Management, and Wells Fargo Home Mortgage over the past 13 years. MRB Capital Group, LLC is a fee-only registered investment adviser that provides portfolio management, investment selection, and retirement planning services to individuals, businesses, trustees, and pension plans. The firm uses a tactical asset-allocation approach that combines fundamental and technical analysis with an economic overlay and offers clients the option of an ESG overlay within its risk management framework.

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.

Colin Callahan is a financial advisor at Callahan Wealth Advisory with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services for 12 years before founding his current firm. Outside of his advisory work, he is an author self-publishing a series of children’s books sold online. Callahan Wealth Advisory serves individuals, trusts, retirement plans, and business entities, managing approximately $327 million in assets primarily on a discretionary basis. The firm offers comprehensive portfolio management through a wrap fee program and retirement plan consulting, employing asset allocation, fundamental and quantitative analysis, and occasionally using margin borrowing and derivatives in client portfolios.

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.