Sean D. Casterline CFA, C(k)P

Partner/Senior Portfolio Manager

Sean D. Casterline is the President and Senior Portfolio Manager for Delta Capital Management, LLC an Investment Advisory firm located in Orlando, Florida.

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. You can follow his investment ideas regularly though the company Twitter account at www.Twitter.com/DeltaAdvisor. As well, you can follow the company’s regular investment articles for Delta Capital Management at www.DeltaAdvisor.com.

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, Series 4 – Options Principal 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 and the couple has been married for nineteen years. 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 who is fifteen years old and his younger brother Beau who is fourteen.

Chris truesdell

Chris E. Truesdell

Partner/Senior Plan Consultant

Chris E. Truesdell is a Senior Vice President and Senior Plan Consultant for Delta Capital Management and has more than 12 years of industry experience. He earned his Bachelor of Science degree – 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 (11), Chase (8), and Harper (4).

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.

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Alexander Moore

Investment Adviser Representative

Alex is a financial advisor with Delta Capital Management, LLC. 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 has passed the Financial Industry Regulatory Authority’s Series 66 and Series 7 exams, and is licensed to transact insurance business in the state of Florida. Alex is a graduate of Stetson University, located in DeLand, Florida.

Alex’s 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.

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Matthew C. McMahan, CFP®

Financial Planner

Matthew C. McMahan is a financial planner for Delta Capital Management, LLC, an Investment Advisory firm located in Orlando, FL.

Mr. McMahan earned his Bachelor of Science Degree – Business Administration – from the University of Florida, with a minor in Entrepreneurship.  He has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct andFinancial Planning Practice Standards.

In addition, he currently holds many securities licenses including the Series 7 – General Securities Rep, Series 65 – National RIA, as well as a Life, Health and Variable Annuity License.

Mr. McMahan met his wife Jacey in 2011 and the couple have been married for three years. Mrs. McMahan is currently an Advanced Practice Registered Nurse with Orlando Health Physician Associates.

Megan

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.