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.

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.

Ryan Young is a CFP® with 27 years of industry experience, currently affiliated with Synovus Securities, Inc. and Pinnacle Bank. His career includes roles at Synovus Securities, Synovus Bank, and SunTrust Advisory Services. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning solutions. The firm employs a risk-tolerance questionnaire and due-diligence processes to guide portfolio management on the Envestnet platform.

Sadia Wood is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her work history includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, and BB&T-affiliated entities. Outside of her advisory work, she serves as president of Masjid Ahmed Ibrahim, where she is involved in opening a mosque. Synovus Securities, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, and institutional clients. The firm provides investment advisory and brokerage services with a variety of portfolio management options, employing both discretionary and non-discretionary strategies guided by client risk-tolerance and due diligence processes.

Tonya Sexton is a financial advisor with Synovus Securities, Inc. and holds Series 63 and Series 66 licenses. She has 26 years of industry experience and has worked at Synovus Securities, SunTrust Advisory Services, and Pinnacle Bank. Outside of her advisory work, she participates in a farming business, assisting with bookkeeping and operational tasks. Synovus Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses both discretionary and non-discretionary portfolio management programs and employs a risk-tolerance questionnaire to guide asset allocation and manager selection.

Brendan Lewis is a financial advisor with Prospera Financial Services, Inc. He holds the Series 66 designation and has 26 years of industry experience. Prior to joining Prospera in 2020, he worked at Cetera Advisor Networks LLC, Summit Financial Group, Summit Brokerage Services, and Wells Fargo Advisors Financial Network LLC. Lewis is also the managing principal of Reed Wealth Management, a wealth management firm focused on life, long-term care, annuities, and securities. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Emily Soper is a financial advisor with Packerland Brokerage Services, Inc., holding Series 65 and Series 63 credentials and bringing 14 years of industry experience. She has previously worked at OneAmerica Securities, American United Life, GF Investment Services, LLC, and Global Financial Private Capital, LLC. Outside of her advisory role, Soper serves as a board member for Connectors with a Cause, a charitable business networking group, and is involved in the sale of antiques and vintage collectibles on eBay. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a team of 176 advisors and over $1.3 billion in assets under management. The firm offers a range of financial planning and investment programs, utilizing both direct management and third-party managers via the Hilltop/Hilltop-cleared Envestnet platform.

Michael Crowe is a CFP® with 18 years of industry experience, currently affiliated with Synovus Securities, Inc. He has held roles at Pinnacle Bank since 2026 and previously worked with Synovus Securities and SunTrust Advisory Services. Outside of his advisory work, he manages a short-term rental property in Vermont. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes the Envestnet platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.

Sergio Fernandez is a CFP® with 34 years of industry experience, currently affiliated with Synovus Securities, Inc. and Pinnacle Bank since 2026. He previously worked at Synovus bank and Synovus Securities from 2020 to 2025, and with firms including 360 Advisors, LLC and Cetera from 2003 to 2020. He maintains an ongoing role as an independent insurance agent receiving residual commissions from prior disability and long-term care insurance policies. 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 mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Christina Mclaughlin is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Christina has worked extensively within the Synovus organization since 2007, including roles at Synovus Bank and Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses a risk-tolerance questionnaire and due diligence processes to guide portfolio management and provides access to both discretionary programs and outside money managers.

Angela Chaney is a financial advisor with Aprio Wealth Management, LLC and holds a Series 65 designation. She has three years of industry experience and has previously worked at Aronson LLC and CohnReznick LLP. Outside of her advisory role, Chaney serves on the Board of Directors and Finance Committee for Rockville Economic Development, Inc., a public-private partnership focused on local economic growth. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation combined with techniques such as dollar-cost averaging and technical analysis, offering continuous account monitoring and coordinating with affiliated CPA services.

Keith Wood is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Synovus entities since 2019 and previously at Raymond James Financial Services from 2015 to 2019. Outside of his advisory role, he is president of Premier Orlando Rides LLC, a transportation business where he manages administrative duties and vehicle acquisitions. 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 risk tolerance assessments and due diligence processes to guide portfolio management, and it provides access to alternative investments and educational services for ERISA plans.

Kevin Murray is a CFP® professional with 31 years of industry experience. He is currently with Synovus Securities, Inc. and has previously worked at SunTrust Advisory Services and Pinnacle Bank. Synovus Securities, Inc. serves a wide range of clients, including individuals, high-net-worth investors, and institutional clients. The firm offers both investment advisory and brokerage services, utilizing discretionary and non-discretionary portfolio management programs on the Envestnet platform and providing access to alternative and private investment offerings.

James Meiron Jr. is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Synovus Securities and SunTrust Advisory Services during his career. Since 2026, he has also been affiliated with Pinnacle Bank. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts, model portfolios, and financial planning. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, with a focus on risk-tolerance tailored asset allocation and manager selection.