Sadia Wood is a financial advisor at Synovus Securities, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including BB&T and Pinnacle Bank. Outside of her advisory role, she serves as president of Masjid Ahmed Ibrahim, involved in efforts to open a mosque. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with a range of investment advisory and brokerage services. The firm uses both discretionary and non-discretionary portfolio management programs and offers access to alternative investments and outside money managers.

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 at Prospera Financial Services, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Wells Fargo Advisors Financial Network, Edward Jones, Summit Financial Group, and Cetera Advisor Networks. Lewis is also the managing principal of Reed Wealth Management, a wealth management firm focusing on life, long-term care, annuities, and securities. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning and portfolio management, offering both discretionary and non-discretionary account management across multiple advisory platforms.

Emily Soper is a financial advisor with Packerland Brokerage Services, Inc. She holds Series 65 and Series 63 licenses and has 14 years of industry experience. Prior to joining Packerland in 2023, she worked at OneAmerica Securities and American United Life from 2019 to 2023, among other firms. Outside of her advisory work, she 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. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of over 175 advisors, using a range of advisory platforms and third-party money managers.

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 at Synovus Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Synovus Bank and Pinnacle Bank. Synovus Securities serves a diverse client base, including individual investors, high-net-worth clients, and institutions. The firm offers investment advisory and brokerage services through various managed account programs and uses a risk-tolerance questionnaire and due-diligence processes to guide portfolio management.

Todd Mauerman is a financial advisor with Moors & Cabot, Inc. in Englewood, Florida. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 13 years at Merrill and over 10 years at Moors & Cabot. Outside of his advisory role, he owns a family business related to the seasonal rental of a vacation home in Port Charlotte, Florida. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, and consulting services. The firm uses a variety of strategies tailored to client objectives and risk tolerances and offers discretionary and non-discretionary service arrangements.

Angela Chaney is a financial advisor at Aprio Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has worked at Aprio Wealth Management since 2023, previously serving at Aprio Advisory Group, Aronson LLC, and CohnReznick LLP. Outside of her advisory role, she is a board member and finance committee member of 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, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives, risk tolerance, and time horizon, employing a range of strategies including stocks, bonds, ETFs, and derivatives, with ongoing monitoring and the use of specialist sub-advisers.

Christopher Juall is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Moors & Cabot since 1999. 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 serves retail and high-net-worth individuals, as well as various institutional clients, providing investment management, financial planning, and consulting services. The firm employs a range of portfolio management strategies and offers both discretionary and non-discretionary advisory arrangements.

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 financial advisor at Synovus Securities, Inc. with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His previous roles include positions at Truist Investment Services, INC. and Synovus bank. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services with a range of solutions including managed accounts and alternative investments. The firm employs a client risk-tolerance questionnaire and due-diligence processes to guide portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

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. in Port Charlotte, FL, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Pinnacle Bank, Synovus Bank, SunTrust, Wells Fargo, Raymond James, and Morgan Keegan. She serves as a board member and Finance Committee member of the Morgan Franklin Fellowship, an organization promoting financial literacy and education. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs on the Envestnet platform. The firm also provides financial planning, access to alternative investments, and educational services for ERISA plans.

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.

Adriana Depalma is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. She has 24 years of industry experience, including roles at Steward Partners Investment Solutions, Steward Partners Global Advisory, and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Kimberly Brown is a financial advisor with Empower Advisory Group in Port Charlotte, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, with a combined tenure of over 30 years. Outside of her advisory role, she has served as a crew member for Breezy Belle Cruises Inc., assisting with public and private charter boat lake tours. 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, delivering services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing.

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.

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.