Sean D. Casterline CFA, C(k)P

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 has also been published in several trade magazines/websites and in April 2010 had his book Investors Passport to Hedge Fund Profits hit the bookshelves.

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. 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. In 2001, they 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.

Chris truesdell

Chris E. Truesdell

Partner/Senior Plan Consultant

Chris E. Truesdell is Partner and Senior Plan Consultant for Delta Capital Management and has more than 15 years of industry experience. He earned his Bachelor of Science degree in Finance from Ohio State University and has passed Financial Industry Regulatory Authority’s Series 6, Series 63 and Series 65 examinations. Prior to joining Delta Capital Management, he held a regional position for one of the largest 401(k) record-keepers in the country.

Chris brings a wealth of knowledge in the analysis, design, implementation and monitoring of ERISA-based retirement plans including 401(k), 403(b), Defined Benefit and more. He has worked with corporate retirement plans throughout the country and assists clients with fiduciary compliance, plan design, plan benchmarking, vendor searches, plan transitions, vendor management, investment reviews and ongoing plan administration. Chris also has expertise in the areas of fiduciary risk mitigation, technical retirement plan knowledge, participant education strategies, investment committee meeting facilitation, problem resolution and plan operational support.

Chris lives in Central Florida with his wife Lori, and his three children Carter, Chase, and Harper.


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.

roy miranda

Roy Miranda, AIF, PPC

Senior Plan Consultant

Roy F. Miranda is the 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.

Alexander Petsos

Portfolio Manager

Alex is a Portfolio Manager with Delta Capital Management, LLC. He 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.


Megan Johnson

Chief Compliance Officer

Megan is the Chief Compliance Officer for Delta Capital Management, LLC. 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.

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.