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.

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.

Jonathan Ferro is a CFP® professional with 15 years of industry experience. He currently works at Synovus Securities, Inc. and will join Pinnacle in 2026. His prior roles include positions at Edward Jones, Cetera Investment Services, Regions Bank, LPL, and VyStar Credit Union. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a variety of managed account programs. The firm uses a risk-tolerance questionnaire and due-diligence processes on the Envestnet platform to guide portfolio management and also provides educational services and access to alternative investments for qualified investors.

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 with Synovus Securities, Inc. in Port Charlotte, FL. He holds Series 66 and Series 63 credentials and has 24 years of industry experience. His prior roles include positions at Cetera Investment Services LLC and Regions Bank before joining Synovus in 2019. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services. The firm uses the Envestnet platform to offer discretionary and non-discretionary portfolio management guided by client risk-tolerance assessments and applies due diligence to manager selection.

Manuel Vega is a financial advisor at Synovus Securities, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at SunTrust Advisory Services and SunTrust Bank. Outside of his advisory role, Manuel manages an online retail business focused on golf products. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, incorporating risk-tolerance assessments and due diligence to guide asset allocation and manager selection.

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.

Sal Stanzione Jr is a financial advisor at Great Valley Advisor Group, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, PFS Investments Inc, and Primerica Financial Services. Great Valley Advisor Group is a multi-team SEC-registered 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 due diligence.

Anyiebett Lora is a Series 66-licensed financial advisor with Synovus Securities, Inc. and Pinnacle Bank, with experience starting in 2023 at Synovus Securities and Synovus Bank, and most recently joining Pinnacle Bank in 2026. Prior to this, she worked at Chase Bank from 2015 to 2021. Outside of financial advising, she serves as an administrative task and project coordinator for Perroquet Construction Corp, a family-owned construction business. Synovus Securities, Inc. serves individual and institutional clients by offering investment advisory and brokerage services, including managed accounts, financial planning, and access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs supported by due diligence and client risk assessments.

Lori Bayba is a financial advisor at Moors & Cabot, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers, LLC, Cetera Financial Specialists LLC, and Advisors for Financial Independence. Moors & Cabot provides investment advisory and related services to a diverse client base, including individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Thomas Walsh is a CFP® with 36 years of industry experience, currently serving at Synovus Securities, Inc. since 2019 and previously working at Ameriprise Financial Services and SunTrust. He joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services across a range of managed account programs and financial planning solutions. The firm utilizes discretionary and non-discretionary portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Paula Turner is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked with Synovus Securities and Synovus Bank since 2011 and recently joined Pinnacle Bank in 2026. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services with portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Karen Burke is a financial advisor at Synovus Securities, Inc. with 20 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at Pinnacle Bank, Synovus Securities, Synovus Bank, BBVA Securities Inc., and Compass Bank. Outside of her advisory role, she serves as a trustee for the Pensacola Opera and as secretary for the White Sands Leaseholders Association. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including separately managed accounts, mutual fund and ETF model portfolios, and financial planning. The firm utilizes discretionary and non-discretionary portfolio management via the Envestnet platform, emphasizing client risk tolerance and manager due diligence.

Joshua Howell is a CFP® with 30 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2023. Prior to joining Prospera, he worked at Wells Fargo Advisors for nine years. Howell is also the owner of Howell Wealth Management, LLC, an independent financial practice based in Punta Gorda, FL. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer that manages approximately $12.4 billion across 207 advisors and 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio solutions.

John Prudhomme is a financial advisor at Synovus Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Synovus Securities and Synovus Bank since 2016. He recently joined Pinnacle Bank in 2026. 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 a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk-tolerance assessments and thorough manager due diligence.

Rebekah Fero is a CFP® certificant with 37 years of industry experience, currently serving as an advisor at IFG Advisory, LLC since 2016. She has also been associated with LPL Financial, LLC for the same period. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, utilizing a range of investment approaches and third-party managers to tailor portfolios to client objectives. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and specialized retirement plan consulting services.

Wendy Jankoski is a financial advisor at Compound Planning, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wealth Architects LLC for over two decades. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm employs a risk-based investment approach using customized model allocations and incorporates technology-driven solutions such as tax-aware direct indexing and options strategies.