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.

Thanh Cam Nguyen is a Series 65-licensed financial advisor with 12 years of industry experience. She has been with McDonough Capital Management, Inc. since 2006. McDonough Capital Management provides financial planning and discretionary investment supervisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach emphasizes active trend-following and tactical asset allocation, combining active and passive exposures based on market momentum and conditions.

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.

Collin Ritchey is a financial advisor at Rea Financial with a Series 65 designation and three years of industry experience. Prior to joining Rea Financial in 2025, he worked at Triad Partners for three years. Outside of his advisory career, he operates Ritchey's Lawn Service, which he has owned since 2016. Rea Financial is a registered investment adviser managing approximately $54.8 million in assets for individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies to clients’ objectives and risk profiles.

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.

Nicholas Gorry is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Strong Point Financial. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm employs a model-based investment approach combining quantitative, fundamental, technical, and economic analysis, and also offers educational seminars on personal finance and investing.

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.

Eric Hoebbel is a CFP® with 30 years of industry experience based in Orlando, FL. He is currently with American Harbour Wealth Management, LLC and has previously worked at APW Capital Inc, Delta Capital Management, Delta Securities Company, and ProEquities, Inc. Outside of advisory work, he owns a business specializing in the sales and programming of gas detection systems. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses model portfolios and fundamental analysis to guide investment strategies, primarily recommending mutual funds and ETFs.

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.