Ryan Guttridge is a CFA® charterholder with 22 years of industry experience. He is currently with Schorn Wealth, where he has worked since 2024. Prior to joining Schorn Wealth, he held positions at Clockwise Capital LLC, Guttridge Capital, and Richmond Optimus Capital Management, LLC. Schorn Wealth serves individual and high-net-worth clients, as well as trusts, estates, corporations, and small businesses, providing financial planning, consultation, and discretionary wealth management. The firm uses proprietary portfolio models with a mix of stocks, bonds, ETFs, mutual funds, and alternative investments, combining fundamental and technical analysis.

John Wheeler is a financial advisor at Carmel Capital Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has held roles at firms including 303 Advisors, LLC and Strategic Mastery, LLC, where he is a principal of Akili Capital, a strategic consulting firm serving closely held businesses and families with extensive real estate holdings. Wheeler serves on the board of the National Network of Youth Ministries, a public charity supporting youth ministry efforts across the United States. Carmel Capital Partners provides investment management and advisory services to individual and high-net-worth investors, institutions, and pooled-vehicle investors. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, employing customized portfolios, sub-advisors, and derivative strategies, and is notable for its role as a private fund sponsor and manager.

Kati Hays is a financial advisor with WealthBridge Capital Management, LLC in Englewood, FL. She holds the Series 66 designation and has four years of industry experience, including three years at Edward Jones and seven years with America At Play, Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm emphasizes long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, combined with fundamental, technical, and cyclical analysis, and offers public educational seminars on financial topics.

Leah Van Welie is a financial advisor at Coquina Private Wealth Advisors with 29 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Williams Financial Services, Inc. among other firms. She also serves as the secretary and office manager at Williams Financial Services, Inc. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs both fundamental and technical analysis to build individualized portfolios aligned with client-specific investment policies.

Thomas Schorn is a financial advisor with Schorn Wealth in Englewood, FL, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He has worked at firms including Cadaret Grant & Co., Inc., Sorrento Pacific Financial, LLC, and First Allied Advisory Services, Inc. Schorn is also a Certified Public Accountant and operates a tax planning and preparation business. Schorn Wealth serves individual and high-net-worth clients as well as trusts, estates, corporations, and small businesses, offering financial planning, consultation, and discretionary wealth management. The firm employs proprietary portfolio models that allocate among stocks, bonds, ETFs, mutual funds, and alternative investments, using both fundamental and technical analysis.

Stafford Lawrence is a financial advisor at Flaharty Asset Management, LLC in Punta Gorda, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Modern Wealth Management, LLC, LPL Financial, Bank of America, N.A., and Merrill. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of ten advisors managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, utilizing a broad range of investment instruments and offering services including discretionary portfolio management, financial planning, and retirement plan consulting.

Shannon Sapp is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Coquina Private Wealth Advisors and has previously worked at Raymond James Financial Services and SunTrust Advisory Services. Outside of his advisory role, Sapp serves as secretary for Butterfly Arising, an anti-trafficking nonprofit, and holds board positions with Grace Bible Church and the Givewell Community Foundation. Coquina Private Wealth Advisors provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million in discretionary assets and employs a tailored investment approach that integrates fundamental and technical analysis alongside estate, tax, business, insurance, and retirement planning.

Franklin Banfer II is a financial advisor at Schorn Wealth with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Fiduciary Planning LLC, his own practice Franklin A. Banfer, CFP, and Cadaret, Grant & Co., Inc. He is also the sole owner of a commercial office building in Johnstown, PA. Schorn Wealth serves individual and high-net-worth clients, as well as trusts, estates, corporations, and small businesses, offering financial planning, consultation, and discretionary wealth management through proprietary portfolio models that utilize fundamental and technical analysis.

Laura Amendola is a CFP® professional with over 31 years of experience in financial advising. She is currently with Coquina Private Wealth Advisors and has held roles at Raymond James Financial Services and her own firms, including Amendola Financial Group, Inc. and Wealthcare4Widows, LLC, which focuses on financial processes tailored for widows. Coquina Private Wealth Advisors provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and offers services including retirement-plan consulting and customized portfolio management using both fundamental and technical analysis.

Mathew Lepak is a financial advisor with Flaharty Asset Management, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing 23 years of industry experience. He has worked at several firms including LPL Financial, Keller Williams Classic Group, and Mutual Securities, Inc. Flaharty Asset Management is a 10-advisor team managing approximately $901.6 million for about 1,100 clients, serving individual investors, high net worth clients, retirement plans, and institutions. The firm employs a top-down, strategic asset-allocation approach tailored to client time horizons and risk tolerances and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Jeffrey Fero II is a CFP® with two years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. He has been associated with IFG Advisory and LPL Financial for 10 years. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diverse investment approach using sub-advisors, third-party models, and various instruments, and offers services including portfolio management, retirement plan consulting, and real-estate-related planning.

Nathan Stout is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank before joining Synovus in 2017. Outside of his advisory role, he participates in a nonprofit business networking group. Synovus Securities, Inc. serves individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance approach for portfolio management through Envestnet programs and maintains affiliations that support banking and trust services.

Dawn Van Dyck is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at ICMA-RC Services, Edward Jones, SWBC Retirement Plan Services, and Farmer & Betts. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Jeffrey Askins is a CFP® professional with 26 years of industry experience, currently serving at Synovus Securities, Inc. He has a history with Pinnacle Bank and Synovus Bank, along with past roles at Florida Commerce Credit Union and LPL Financial. Askins holds board positions with the Tallahassee Regional Estate Planning Council and the Tallahassee Symphony Orchestra, and serves as treasurer for the Kiwanis Club of Tallahassee. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients through a combination of investment advisory and brokerage services. The firm offers diversified portfolio management via discretionary and non-discretionary programs on the Envestnet platform and provides access to alternative investments and outside money managers.

Jason Pace is a financial advisor with Synovus Securities, Inc. in Port Charlotte, Florida, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Synovus bank. Synovus Securities serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, offering a variety of investment advisory and brokerage services. The firm employs a mix of discretionary and non-discretionary portfolio management programs, utilizing the Envestnet platform and a risk-tolerance questionnaire to guide asset allocation and manager selection.

Mendy Morgan is a financial advisor with The AmeriFlex Group, holding Series 63, 65, and 66 designations and over 21 years of industry experience. Morgan’s prior work includes roles at Cambridge Investment Research, OSAIC, and Summit Financial Group, among others. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and manager relationships.

Christopher Kroger is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience in the financial services industry. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having previously worked at LPL and Space Coast Credit Union. Kroger holds Series 63 and Series 65 licenses and is based in Port Charlotte, Florida. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services. The firm uses both discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments, financial planning, and educational services.

Joanne Johnson is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 66 designations and 29 years of industry experience. Her prior roles include positions at SunTrust Investment Services, SunTrust Advisory Services, and Synovus Bank. Synovus Securities, Inc. serves individual and institutional clients with investment advisory and brokerage services, offering managed account programs through the Envestnet platform and access to alternative investments. The firm is affiliated with Pinnacle Financial Partners, providing additional banking and custody service options.

Christopher Padrick is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at LPL Financial and Primerica Advisors and maintains employment with Pratt & Whitney as a facilities planner. Outside of advisory work, he is the owner of Enterprise Earth LLC, a non-investment-related business. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Miguel Alvarez is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at Synovus Securities since 2019 and has prior experience at Morgan Stanley Private Bank and Morgan Stanley. Alvarez joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services, including managed accounts and financial planning. The firm utilizes Envestnet’s platform for portfolio management and is affiliated with Pinnacle Financial Partners, providing clients additional banking and trust options.