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.

Sal Stanzione Jr is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses. Stanzione has worked at LPL Financial, PFS Investments Inc, and Primerica Financial Services. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using a combination of in-house and third-party strategies.

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 with Moors & Cabot, Inc. She holds Series 63 and Series 65 credentials and has 39 years of industry experience. Her prior roles include positions at Cetera Investment Advisers, LLC and Advisors for Financial Independence. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, consulting, and wrap-fee program referrals. The firm employs a variety of portfolio strategies tailored to client objectives and risk tolerances, providing both discretionary and non-discretionary advisory 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® professional with 30 years of industry experience. He currently works at Prospera Financial Services, Inc., joining the firm in 2023. Prior to that, Howell spent nine years with Wells Fargo Advisors and six years with Wells Fargo Clearing, following a decade at A. G. Edwards & Sons, Inc. He also owns and operates Howell Wealth Management, LLC in Punta Gorda, FL. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, providing financial planning, portfolio management, and access to multiple advisory platforms.

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 financial advisor with IFG Advisory, LLC, holding a CFP® designation and Series 63 license, and has 38 years of industry experience. Her career includes over a decade at FSC Securities Corporation and concurrent roles at IFG Advisory and LPL Financial since 2016. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and utilizes sub-advisors and third-party managers to implement tailored portfolios, while also managing held-away assets to align with clients' overall financial goals.

Wendy Jankoski is a financial advisor at Compound Planning, Inc. with 23 years of industry experience. She previously spent 21 years at Wealth Architects LLC before joining her current firm in 2025. Jankoski holds Series 63 and Series 65 designations. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries. The firm offers a fiduciary, goals-based investment process with discretionary portfolio management, turnkey asset management, and alternative strategies, employing a range of investment options supported by technology and automated monitoring tools.

Ryan Young is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with Synovus Securities, Inc. and has held positions at Pinnacle Bank, Synovus Bank, SunTrust Advisory Services, Fisher Investments, and Edward Jones. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a range of managed account programs and access to alternative investments.