Charles Smith, Jr. is the Founder of Delta Advisory Group, Inc.
During his over 50-plus year business career he has been a principal party in the formation, capitalization and operational aspects of an extensive number of business enterprises. These entrepreneurial ventures have spanned a wide range of sectors including banking, retail, multifamily residential development, commercial retail development, marina services and radio station syndication. In this process he has organized and served as a managing partner in real estate projects with capitalization in excess of $400 million and as a managing principal of market equities in excess of $150 million.
Mr. Smith is an alumnus of the University of South Carolina in Columbia where he served as an intern in the Office of Dean of Student Affairs and a Page in the South Carolina State Senate. Post graduation he engaged in studies of philosophy and apologetics at L’Abri Fellowship in Huemoz, Switzerland under the leadership of Dr. Francis A. Schaeffer.
Mr. Smith is known by his professional peers and clients as a visionary entrepreneur and an innovative business strategist. His professional versatility and extensive experience give him a unique perspective into investment opportunities.
Sean D. Casterline is the Senior Portfolio Manager for Delta Advisory Group, Inc.
Mr. Casterline began his career with Delta First Financial as an asset manager. During his time at Delta, he progressed thru the company to eventually land as the Senior Portfolio Manager with the firm. In 1998, he left for an opportunity to work with Wealth Management Financial Group as their Senior Portfolio Manager. While there, Mr. Casterline managed client assets totaling over $185 million and co-hosted a syndicated financial radio show called “Talking About your Investments”. The show was broadcast in 85 cities nationwide for four hours a day and was heard in such cities as New York, San Francisco and Dallas.
Mr. Casterline earned both his Bachelors Degree in Finance and Masters Degree in Business Administration from the University of Florida. He also has the distinction of being a CFA Charter holder and was an Arbitrator for the NASD. He has held many securities licenses including, Series 7 – General Securities Rep, Series 63 – State Securities, Series 65 – National RIA, and a Series 24 – General Securities Principal as well as Life, Health and Variable Annuity License. Mr. Casterline is also an active member in the University of Florida Alumni Association and has also served as a Director for the CFA-Orlando Society. He has been involved with other charitable organizations such as the Fellowship of Christian Athletes, Big Brothers/Big Sisters of Gainesville and Habitat for Humanity.
Mr. Casterline met his wife Amy in 1992. After graduating from the University of Florida, Mrs. Casterline spent eight years as a field sales representative – most recently as a District Sales Manager in the legal publishing industry. In 2001 Mrs. Casterline chose to give up her career when the couple decided to become full time foster parents. They were licensed through the Children’s Home Society in 2002 and are now proud parents of their two adopted sons, Jonathan and Beau.
Donald C. Nestor is the Senior Financial Planner for Delta Advisory Group, Inc. With over 45-plus years of experience as a professional in the financial services industry, Don is certified as a public accountant (CPA) and financial planner (CFP®) and is a graduate of West Virginia University.
Specializing in retirement planning and asset management, he was the co-host of the financial radio talk show “Money Matters” and has also appeared as a frequent guest on CBS and NBC television affiliates.
Having served with distinction in the United States Army, Don is a proud military veteran. He currently serves as chief sponsor of the Orlando Support Group for the Myasthenia Gravis Foundation of America, which is a national volunteer health agency dedicated to fighting the neuromuscular disorder. Mr. Nestor & his wife Peg, a registered nurse, have five children and nine grandchildren.
Roy F. Miranda is the Senior Plan Consultant for Delta Advisory Group, Inc. specializing in the fiduciary aspects of the corporate retirement plan marketplace.
Roy earned his Bachelor’s degree in Finance from Florida State University as well as his Master of Arts in Health Services Management from Webster University. Additionally, he has earned the Professional Plan Consultant designation, the Registered Financial Planner designation, and has passed the Financial Industry Regulatory Authority’s Series 65 examination.
Since 2009 Roy has been an affiliate member of the Central Florida Medical Group Management Association, member of the Central Florida Health Underwriters Association, board member of the Seminole County Reagan Clubs and church member of the Metro Church of Winter Springs.
Alex is a financial advisor with Delta Advisory Group, Inc. Alex's prior experience includes advising assets totaling over $45 million. He has managed accounts for a variety of individuals and businesses across the United States. Prior to joining the Delta Advisory Group, Inc. team, Alex managed an Edward Jones Investments office located in the Dr. Phillips suburb of Orlando. Alex is a graduate of Stetson University, located in DeLand, Florida. Alex implies a holistic approach in helping clients achieve their long-term investment goals. His professional focus rests entirely on helping his clients achieve success in every aspect of their financial life. As a fee-based advisor, he is able to offer impartial, objective advice based on each client's unique situation and goals.
Megan is the Chief Compliance Officer for Delta Advisory Group Inc. She studied Chemical Engineering at the University of Florida with a focus in business before making the transition into the financial industry. Megan holds securities licenses including Series 7 – General Securities Rep and Series 24 – General Securities Principal.
As Chief Compliance Officer, Megan is responsible for leading the internal processes for promoting and ensuring Delta’s compliance with applicable securities laws and regulations.
Lisa Ianacone is the office manager for Delta Advisory Group, Inc. She applies her customer service and administrative skills and oversees the day-to-day activities at the firm. She has brought administrative and office skills to Delta for over twenty-five years.