MEET OUR TEAM

John B. Kelly

President, Founding Member

407-702-6783

University of Central Florida, B.S. Business - Principal of Heritage Advisors Group, Inc. President/Owner of Financial Centers of America (Independent Marketing Organization in Insurance industry) Experience as a licensed agent in the...

Anthony J. Rossetti, CFP®

Founding Member

407-702-6655 ext102

arossetti@heritage-advisors.com

Penn State University, B.S. FinanceCollege of Financial Planning - Financial Planning Curriculum - Principal of Heritage Financial Services, LLC - Active Member of the Financial Planning Association Prior Career Experience - Past...

Joe McCann

Financial Advisor

407-702-6655

407-702-6783

joe@heritage-advisors.com

Joe joined Heritage Advisors Group in 2025. He is passionate about helping individuals, families, and businesses feel confident about their financial future.

Vicki Dooling

Administration

407-702-6655 ext. 105

admin@heritage-advisors.com

University of Kansas, B.A. Education Jacksonville University, M.A.T. Office Administration – Heritage Financial Services, LLC (since 2015)

Akeya Bridges

Office Adminstrator

(407) 702-6655 x100

(407) 702-6783

service@heritage-advisors.com

Akeya was born and raised in Syracuse, New York where she developed her astounding work ethics and professional structure. She relocated to Orlando, Florida where she attended Climer School of Real Estate, enhancing her career as...