John Kann is a CFP® with seven years of industry experience, currently serving as the sole advisor at Twinleaf Financial Advisors in Winter Park, FL. He previously worked at Virtus Financial Partners, Principal Life Insurance Company, Principal Financial Services, and Stan Stewart. In addition to advisory services, he is a licensed insurance agent and dedicates significant time to insurance activities. Twinleaf Financial Advisors serves primarily individual clients, offering portfolio management, financial planning, and consulting for employer-sponsored retirement plans. The firm employs a combined quantitative, fundamental, technical, and economic analysis approach, advising across a range of investment vehicles and providing insurance services and educational workshops.

Michael Stewart is a financial advisor with Barr Financial Services, LLC in Winter Park, FL, holding Series 65 and Series 63 licenses and with 11 years of industry experience. His prior work includes roles at OSAIC and Triad Advisors. He serves as a board member of Guys with Ties, a nonprofit organization that raises funds for charities in the Central Florida area through events. Barr Financial Services serves individual and high-net-worth clients as well as trusts, estates, foundations, and business entities. The firm provides comprehensive financial planning and asset management using a silo investment strategy with mostly non-discretionary management, allowing clients active collaboration in portfolio decisions.

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 Series 65-licensed advisor at Luxon Brown with five years of industry experience. Prior to joining Luxon Brown in 2025, Woodard worked at The Cabana Group and held roles at Active Assistant, LLC and US Health Advisors. Outside of advising, Woodard is also a licensed real estate agent with Luxon Brown Realty. Luxon Brown provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm integrates fundamental, quantitative, and technical analysis with modern portfolio theory and employs both long- and short-term trading strategies alongside tactical and strategic asset allocation.

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 experience in financial advising. He is currently with Lakeshore Advisors, where he has worked since 2023. His prior experience includes roles at Pathstone, AllGen Financial Advisors, Stewardship Advisory Group, and Fidelity. Outside of his advisory work, Dewitt co-owns and helps manage two Airbnb units with his wife. Lakeshore Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach grounded in modern portfolio theory and incorporates third-party asset managers and alternative investments into 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 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 18 years of industry experience. She holds the Series 66 designation and has worked at NBC Securities, Inc. since 2007. Manley has been with Financial Advisory Partners since 2021. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program, along with modular, 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 about 133 clients and operates 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® with 26 years of experience in financial advising. He is currently with Bluestar Wealth Management and previously worked at Novus Advisors and Voya Financial Advisors. Outside of his advisory work, he serves as a paid high school baseball coach at Lake Brantley High School. Bluestar Wealth Management serves individual and high-net-worth clients with customized portfolio management, combining fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary services and employs a range of investment strategies and vehicles, including options and margin trading.