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.

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 roles include positions at Riptide Financial LLC, Brookstone Capital Management, and Benchmark Wealth Advisors. In addition to advisory work, he is the founder and president of an insurance agency, Riptide Financial LLC, which operates alongside his advisory practice. First Down Financial provides discretionary portfolio management, financial planning, and qualified-plan advisory services primarily for high-net-worth individuals, pension, trust, and business clients. The firm employs a Modern Portfolio Theory-based, passive asset-class investment approach using institutional mutual funds and fixed income securities, and it offers active client education through newsletters, seminars, and workshops.

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.

Patricia Mostafa is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 credential with four years of industry experience. She is also president of Mostafa Advisors, Inc., an insurance sales business, where she dedicates approximately half of her time. Prior to her current role, she has held positions at several firms including Wilson Title Services and TTEC. McInerney Investment Advisors offers personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm tailors investment programs based on clients’ goals, time horizons, and risk tolerances, and works closely with a single third-party manager, Gradient Investments, LLC.

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.

Erik Bonnett is a financial advisor at Tripletail Wealth Management in Orlando, FL, holding a Series 66 designation with five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has nearly a decade of experience at Regions Bank. Outside of his advisory role, Bonnett serves as a professional fiduciary through Florida Family Trust Services, LLC, and is a director of the Dr. Nayana and Indrajit Vyas Memory Care and Wellness Foundation. Tripletail Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and offers a wrap-fee program, integrating insurance and trust services through affiliated businesses.

Phillip Connors is a financial advisor at Value Financial Advisers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Leigh Baldwin & CO., LLC for 10 years and T. Rowe Price Advisory Services, Inc. for 3 years. Outside of advising, he works part-time as a delivery driver for Domino’s. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across around 200 clients.

Alexander Read is a financial advisor with Lyons Wealth Management in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lyons Wealth Management since 2009 and previously spent time with Innovation Partners LLC and Csg Capital Advisors LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, associated trusts and estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis alongside model-driven tactical allocation, utilizing derivatives and algorithmic strategies as part of its portfolio management approach.

Rolando Castano is a financial advisor with Nolan Capital Advisors LLC in Oviedo, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Nolan Capital Advisors since 2012 and previously at Valic Financial Advisors and Edward Jones. Nolan Capital Advisors serves individuals, business owners, and retirement plans with investment management and comprehensive financial planning. The firm uses a documented Five-Point Planning Process and principles such as Modern Portfolio Theory to construct portfolios, managing most client assets on a non-discretionary basis.

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.

Chelsea Jones is a CFP® and holds a Series 65 license with six years of experience in financial advising. She has been with Physician Family Financial Advisors Inc since 2019 and previously worked at the WKU Center for Financial Success and Western Kentucky University. Her background also includes roles outside finance in health and recreation facilities. Physician Family Financial Advisors serves physician families and individual clients, offering financial planning, investment guidance, and discretionary account management. The firm employs a diversified, passive investment approach with tax-aware strategies and uses a non-AUM fee model.

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.