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® professional with 19 years of experience in the financial industry. He has been with Synovus Securities, Inc. since 2019 and recently joined Pinnacle Bank in 2026. Outside of his advisory work, he owns and manages a short-term rental property in Jay, Vermont. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a risk-tolerance based approach to portfolio management and provides additional services such as educational programs for ERISA plans and referrals to outside money managers.

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.

Todd Mauerman is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Moors & Cabot since 2016. Outside of advising, he owns a family business related to managing a seasonal vacation rental property. Moors & Cabot provides investment advisory services to 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, financial planning, and consulting services.

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.

Christopher Juall is a financial advisor at Moors & Cabot, Inc. with 34 years of industry experience. He has been with Moors & Cabot since 1999 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns Lazy Products, LLC, which sells water floats, and manages TQC Education, LLC, offering online boating courses. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, 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.

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.

Stephanie Desear is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at firms including Wells Fargo, SunTrust, and Pinnacle Bank. She serves as a board member and finance committee member of the Morgan Franklin Fellowship, an organization focused on promoting financial literacy. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services. The firm employs a combination of discretionary and non-discretionary portfolio management programs and provides access to alternative investments and outside money managers.

Christopher Fernandez is a financial advisor with Synovus Securities, Inc. based in Port Charlotte, FL, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Cetera, and Synovus bank. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services with a focus on diversified portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Daniel Lodes is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brokers International Financial Services, LLC since 2017 and previously at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2013 to 2017. He also operates Wealth Advisor Group, which provides financial services and insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management techniques and custodial platforms.

Lidia Granger is a financial advisor with Fifth Third Securities, Inc. in Venice, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2019 before joining Fifth Third Securities and Fifth Third Bank in 2019. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Ron Shchemelev is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower in 2023, he worked with Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC from 2022 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Bryan Domian is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked with Penn Mutual Life Insurance Company and BCD Financial, LLC. Outside of his advisory role, he serves as treasurer for a donor advised fund that raises and distributes contributions to local nonprofits and is involved with 3D Build Systems, LLC, focusing on additive manufacturing techniques for housing construction. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm provides a combination of advisory and broker-dealer services with a network of advisers managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.