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.

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.

Andrew Prescott III is a CFP® with 20 years of industry experience, currently serving at Sherman Wealth Management LLC since 2022. His prior work includes roles at Ocean Breeze Wealth LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also works as a paraplanner, focusing on data gathering, financial plan preparation, research, and analysis. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm follows a customized, open-architecture approach emphasizing long-term investing, strategic asset allocation, and fundamental analysis, typically utilizing low-cost mutual funds, ETFs, and alternative investments.

Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.

Pierre Allard is a financial advisor with Financial Advisory Partners, LLC, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at NBC Securities, Inc. since 2010, serving as Chief Investment Officer, and previously spent a decade at CenterState Bank. Financial Advisory Partners, LLC provides discretionary and non-discretionary investment management through a wrap fee program and offers modular 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 with a small advisory team.

Chelsea Jones is a CFP® and holds a Series 65 license with seven years of experience in the financial advisory industry. She has worked at Physician Family Financial Advisors since 2019 and previously held roles at the WKU Center for Financial Success and Western Kentucky University. Physician Family Financial Advisors serves physician families and individual clients, as well as a limited number of employer-sponsored retirement plans, providing financial planning, investment guidance, and discretionary account management. The firm uses a diversified, passive investment approach with tax-aware strategies and offers a non-AUM fee model based on monthly membership fees.

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.

Dennis Merryfield is a financial advisor at Merryfield Barnes, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merryfield Barnes since 2011. The firm provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. Merryfield Barnes employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, customizing portfolios based on client risk profiles and time horizons.

Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.

Raymond Johnson Jr. is a financial advisor at Steadfast Financial Services with 24 years of industry experience. He holds a Series 65 designation and has worked at Steadfast Financial Services since 1998. Outside of advising, he serves on the board of directors for R.L. Johnson Construction Company, a real estate development firm. Alchemi Wealth, LLC provides investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm offers customized portfolios using various securities and employs multiple analytic methods while acting as a fiduciary to clients.

Bruce Kelvington is a financial advisor at SKadvisors, LLC with 25 years of industry experience. He holds a Series 65 designation and also serves as a CPA and managing member of CFO Outsourcing Group, LLC, an accounting and bookkeeping firm. Kelvington has been involved with SKadvisors since 2004 and with Simon, Kelvington & Shealy, LLC, another accounting firm, since 2008. SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs a multi-method investment approach and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support client needs.

Johnnie Hall III is a financial advisor with VestWyze, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at VestWyze since 2017 and previously at VOYA Financial Advisors and Hall, Goodman & Associates, where he remains active. Hall is also an independent insurance agent involved in the sale of fixed insurance products. VestWyze, LLC provides fee-based portfolio management and occasional financial planning primarily for individual investors, small businesses, and institutions. The firm operates mainly on a non-discretionary basis, tailoring investment strategies to client objectives using a range of securities, ETFs, mutual funds, and alternative investments.

Paul Bush is a Series 65-licensed financial advisor at Steadfast Financial Services with one year of industry experience. Prior to joining the firm, he held roles at several churches, including Highpoint Community Church, Westside Church, and Summit Church. Steadfast Financial Services provides financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm follows a fee-only model, emphasizing strategic asset allocation and global diversification using a combination of passive index ETFs and selected active funds.

Jason Tucker is a CFA® charterholder affiliated with Synergy Investment Management LLC and has over 19 years of industry experience. He previously worked at Citigroup Global Markets Inc. from 2005 to 2024 before joining Synergy and LPL Financial in 2024. Synergy Investment Management, LLC serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, supported by proprietary quantitative tools.

Charles Smith is a financial advisor with Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Tuscan Gardens and Delta Realty Advisors, Inc., where he also serves as CEO. Outside of advising, he is involved in non-investment consulting and real estate management through ownership and leadership positions in related firms. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and provides quarterly account reviews and ongoing supervision tailored to client objectives.

Allison Young is a CFP® with three years of industry experience, currently serving at Stonebridge Financial Planning Group, LLC in Orlando, FL. Her career includes multiple roles within Stonebridge and Commonwealth Financial Network. Prior to her financial advisory career, she worked in the tourism and retail sectors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across diverse asset classes.

Michelle Taylor is a financial advisor at GFG Solutions with 8 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at MML Investors Services, Mass Mutual Life Insurance Co., and Northwestern Mutual in various roles. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategies as key planning components.

John Youngs Jr. is a financial advisor at Tiller Private Wealth, Inc. in Orlando, FL, holding a Series 65 designation with 21 years of industry experience. He has been with Tiller Private Wealth and its predecessor entity since 2001. Tiller Private Wealth serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a long-term, asset-allocation driven approach focused on diversification, tax sensitivity, and cost awareness, managing approximately $730 million in discretionary assets as of December 31, 2025.