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.

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.

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.

Mark Stoneburner is a financial advisor with Commonwealth Financial Network based in Boca Grande, Florida. He holds a Series 63 designation and has 31 years of industry experience. He has operated Stoneburner Wealth Management, LLC since 2009 and has been affiliated with Commonwealth Financial Network since 2008. Outside of his advisory work, he is co-owner of a tax and accounting firm and an entity focused on acquiring accounting practices. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

James Nicholson is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 credential and has been with Hightower Advisors since 2021. Prior to his advisory role, he worked at Cape Coral High School and the University of North Florida. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, supported by proprietary research and diverse investment strategies.

Michael Landsberg is a Certified Financial Planner (CFP®) with over 33 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2021, following previous roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Landsberg is based in Punta Gorda, Florida. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach includes multi-manager solutions featuring affiliated and third-party managers, proprietary research, and a range of investment options such as mutual funds, ETFs, and alternative investments.

Carl Lutz is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is involved in coaching at the Soul Purpose Institute and serves as a member of a homeowners association board. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and fee-based advisory services along with financial and business consulting. The firm utilizes a blend of proprietary and third-party investment strategies and supports a range of account types and services, including lending solutions and donor-advised funds.

Jacqueline Thompson is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Truist Investment Services, BB&T Securities, PNC Investments, and Wells Fargo Advisors. 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, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Steven Morgan is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience and has worked previously at firms including Grove Point Investments, H. Beck, and Mass Mutual Investors Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Reese Imes is a financial advisor at Hightower Advisors with a Series 65 credential. He joined the firm in 2024 and has prior work experience in building construction and other industries. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles, offering services such as portfolio management, financial planning, and retirement consulting. The firm employs a multi-manager investment approach, using both affiliated and third-party managers, and provides access to a range of investment products and strategies.

Adrienne Moore is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Hightower Advisors and previously held roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Moore is based in Punta Gorda, Florida. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering portfolio management and financial planning supported by proprietary research and access to a range of investment products.

Flor Matteen is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles. The firm serves clients such as pension plans, charitable organizations, corporations, and trusts, and offers portfolio management, financial planning, and retirement plan consulting.

Ryan Stevenson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Stevenson has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2004. Outside of his advisory role, he is a co-owner of Michelle Lynn Stevenson PA, a realty business in Cape Coral, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its status as a municipal advisor.

Brandon Boone is a financial advisor at Osaic Institutions, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Boone served in the U.S. Army for seven years prior to his financial career. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Lewis Bennett IV is a CFP® with 27 years of experience in financial advisory. He is currently with Hightower Advisors, where he has worked since 2021, following roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Outside of his advisory work, he is an investor in a golf service company based in Scottsdale, Arizona. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside access to affiliated and third-party managers.