Charles C. (Buddy) Smith, Jr.

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.

Anthony DeLuca

Financial Advisor

Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years. Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has held several security licenses including the Series 65 – National RIA, the Series 7 – General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License – Series 24. He is now furthering his studies as he pursues the CFP Designation.

Anthony’s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. He is also an integral part of Delta’s 401(k) team and an active part of the education and retention of 401(k) participants. His charismatic personality and passionate approach will show true as he connects and grows with each individual client.

Outside of the office, Anthony is an avid sports fan and competes in both tennis and lacrosse. He also is passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.

Don Nestor CPA, CFP

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 Miranda, AIF, PPC

Investment Advisor

Roy F. Miranda is an Investment Advisor for Delta Advisory Group, Inc. and Senior Plan Consultant for Delta Capital Management specializing in the fiduciary aspects of the corporate retirement plan marketplace. As a plan consultant, Roy’s main thrust is to coordinate programs designed to guide Plan Sponsors and Fiduciaries through plan development and design, investment management selection, employee education, legislative changes, and ongoing plan administration and monitoring. Roy walks plan clients through a six step process; identifying goals, objectives and their shortfalls if any; writing and applying an Investment Policy Statement; documenting fiduciary compliance; selecting providers and monitoring their expenses; developing an effective employee education program and managing your plan for success.

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 6, Series 7, Series 65 examinations.

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.

Megan Johnson

Chief Compliance Officer

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.

Alexander Petsos

Alex has managed accounts for a variety of individuals and businesses across the United States. Alex works closely with clients to manage their investment accounts, strategies, and portfolio risk. He previously worked as an analyst for the firm, helping to evaluate alternative investments.

Prior to joining Delta Capital Management, Alex worked with global investment funds at the Bank of New York Mellon and honed his analytical abilities as a financial analyst with a Fortune Global 500 company. He has passed the Financial Industry Regulatory Authority’s Series 65 examination and is currently enrolled in the Chartered Financial Analyst (CFA) program.

Alex has a Master of Business Administration concentrating in finance from the Crummer Graduate School of Business at Rollins College, where he graduated with honors. He also has a Bachelor’s Degree in economics from Rollins College, graduating with honors.

Kelly Cruz

Client Relationship Manager

Kelly studied at Pennsylvania State University and graduated with a Bachelor of Science in Biology. Before transitioning into financial services, Kelly worked as a lab technician at Penn State University, formulating magnetorheological nano-wires for Nasa aerospace equipment. During her academia, Kelly competed in intramural dance, as well as Track and Field events.

Kelly has 10 years of experience in financial services, has taken her Securities Industries Essentials Exam and is currently studying for her Series 65 license. Prior to working at Delta Advisory Group, Kelly worked as a Relationship Specialist and subject-matter expert in alternative investments at Charles Schwab, and focused on client retention and account restructuring in her role at Bank of New York Mellon.

Outside of work Kelly is passionate about music, visual and performing arts. She enjoys working on photography projects, choreographed dancing, and attending immersive art exhibitions.

Kelly has specialized skills in process efficiency and innovation, as well as proactive invocation of business and client needs. Kelly has historically been an effective leader in her previous roles and has created original process/training infrastructures. She enjoys building strong working-relationships and looks forward to serving our clients with a personal approach.

Lisa Ianacone

Office Manager

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.