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.

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.

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.

Thomas Turiano is a CFP® and ChFC® with 24 years of industry experience. He has been with Southport Station Financial Management, LLC since 2008 and has also worked at Purshe Kaplan Sterling Investments since 2009. Outside of financial advising, he owns Double T Sports Memorabilia, a business involved in buying and selling sports memorabilia. Southport Station Financial Management provides personalized financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a process that includes asset allocation, ongoing monitoring, and options strategies, serving clients with both discretionary and non-discretionary portfolio management.

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.

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.

I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly. Am I perfect? By no means. Yet, I will continue to try my very best for the clients I serve. Clients usually come to me needing help answering questions on their mind. Some of the top questions are: • Am I on track? • Am I doing the right things? • Am I missing anything? I have spent 10 + years helping address these questions and more. While working with a diverse mix of clients over the years, I have spent a considerable amount of time helping these types of clients: • Near retirees looking to retire before 65 • Disney executives and cast members • Academics that work for the State of Florida system In addition to on-the-job experience, I am a firm believer in continuous learning. As such, my undergrad is in Physics, my Master’s degree is in Personal Financial Planning, I am a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Retirement Planning Counselor℠ and consume hours of continuing education each year. Personally, I am a Christian, a husband, a dad and have two dogs. I enjoy reading, playing acoustic guitar, hiking, Gator sports, Disney theme parks, playing pickup basketball and serving wherever I am needed at church.

Anthony Smith is a financial advisor at MRB Capital with a Series 66 designation and experience in the mortgage and securities industries. His prior roles include positions at Loanstream Mortgage, Pruco Securities LLC, Bayview Asset Management, and Wells Fargo Home Mortgage, spanning over a decade in related fields. MRB Capital Group, LLC is a fee-only registered investment adviser serving individuals, businesses, trustees, and pension plans. The firm employs a tactical asset-allocation approach, combining fundamental and technical analysis with an economic overlay, and offers ongoing advisory services including portfolio management, investment selection, rebalancing, and retirement transition planning.