Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Paragon in 2020, she spent six years at Frontier Wealth Management LLC. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm emphasizes fundamental analysis and employs a diversified investment approach that includes equities, ETFs, fixed income, structured products, and alternative strategies.

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. and holds Series 63 and Series 66 credentials. He has 12 years of industry experience, including prior roles at Fifth Third Securities and Synovus bank. Outside of his advisory work, he participates in a business networking group on a volunteer basis. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm utilizes the Envestnet platform for portfolio management, applying risk-tolerance assessments and due diligence in manager selection.

Dawn Van Dyck is a financial advisor with MissionSquare Retirement based in Punta Gorda, FL, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Her prior experience includes roles at ICMA-RC Services, LLC, 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, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice 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 credentials and 21 years of industry experience. Morgan previously worked at firms including Cambridge Investment Research, OSAIC, SagePoint Financial, and Merrill. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies through model allocations, discretionary and non-discretionary manager relationships, and both wrap and non-wrap solutions.

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 has four years of industry experience. He previously worked at LPL Financial and Primerica Advisors and has a concurrent role with Pratt & Whitney. Outside of advisory work, he is the owner of Enterprise Earth LLC. 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 to tailor portfolios to client objectives.

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.

Thomas Harty is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as a primary point of contact for clients, providing personalized service tailored to individual needs and preferences. He facilitates discussions with Wealth Management Advisers when deeper wealth planning is required, ensuring clients and their families receive comprehensive support. Thomas has been with Fidelity Investments since 2010, progressing through roles including Financial Representative and Branch Service Manager before his current position. His experience spans over a decade within the company, focusing on assisting multiple generations of families with their financial needs.

Reagan Caruso is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Synovus Securities, he worked at LandrumHR and Merrill Land Company, Inc/Great Southern Restaurant Group of PNS. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, providing investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments through discretionary and non-discretionary portfolio management programs.

Sandra Scott is a financial advisor with Synovus Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. Her career includes roles at SunTrust Advisory Services and Synovus bank, and she joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through various managed account programs. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Isoldy Guzman is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Pinnacle Bank and Bank of America, as well as multiple positions within Synovus Securities and Synovus Bank. Synovus Securities serves a diverse client base that includes individual and high-net-worth investors, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing the Envestnet platform to provide portfolio management tailored to client risk tolerance.

Sarah Rosas is a ChFC® affiliated with Kinetic Investment Management, Inc. in Charlotte, FL, with one year of industry experience. She has prior experience at Blu Realty and Precise Financial Solutions, and she is also a licensed insurance agent and real estate broker. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs a long-term, analytical investment approach and manages a broad range of asset types, including non-traded real estate investments.

Julio Roque is a financial advisor at Synovus Securities, Inc. with 24 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Cetera Investment Services LLC and Regions Bank before joining Synovus in 2019. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through various managed account programs and financial planning solutions. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, incorporating risk tolerance assessments and due diligence in manager selection.

Manuel Vega is a financial advisor with Synovus Securities, Inc., holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2019 and recently joined Pinnacle Bank in 2026. In addition to his advisory role, he manages Dead Money Golf LLC, an online retail sales business. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm uses discretionary and non-discretionary portfolio management programs, supported by a client risk-tolerance questionnaire and due diligence processes, and provides access to alternative investments and educational services for ERISA plans.

Joseph Stout is a financial advisor with Synovus Securities, Inc. based in Port Charlotte, FL. He holds a Series 66 designation and has 12 years of industry experience, including roles at Morgan Stanley and Morgan Stanley Private Bank. He has been with Synovus Securities and Pinnacle Bank since 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs through the Envestnet platform and provides access to various managed accounts, financial planning, and alternative investments.

Pedro Zamora is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include tenures at Cetera, Compass Employee Benefits Group, and Synovus Bank. Zamora serves as a board member and treasurer for Families First of Palm Beach County, a nonprofit organization. Synovus Securities, Inc. provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients. The firm employs a mix of discretionary and non-discretionary portfolio management programs using the Envestnet platform, offering access to various managed accounts, financial planning, and alternative investments.