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.

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.

William Mcdowell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which serves individual investors and households focused on retirement goals. The firm combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

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.

Mark Medina is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Fifth Third Bank for six years and was employed at Carrabba's Italian Grill for four years. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers access to multiple program types and third-party portfolio managers via its Passageway Managed Account Program, supporting a range of investment strategies and risk profiles.

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.

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.

Trent Harris is a financial advisor with Valic Financial Advisors in Port Charlotte, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held roles at Oneamerica Securities and American United Life. Outside of his advisory work, Harris is a self-published author of fiction and poetry and is active as a songwriter and performer. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Howard is a financial advisor with Empower Advisory Group in Port Charlotte, FL, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Bank, J.P. Morgan Securities, and Truist. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Debra Cooper is a financial advisor at Hightower Advisors with 22 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors since 2021, following prior roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers, and provides access to various investment vehicles and strategies tailored to client needs.

Daniel Dalke Dupey is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has prior experience in insurance sales and management, serving as Managing Director at AmeriLife of Port Charlotte since 2022. He also worked in various roles in the insurance and food service industries from 2014 to 2022. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a variety of investment vehicles, offering discretionary portfolio management through its turnkey platform and serving as a sub-advisor to other advisory programs.

Clara Laurent is a financial advisor with OSAIC Institutions, Inc. She holds the Series 66 designation and has seven years of industry experience. Clara has worked with Wauchula State Bank and Infinex Investments, Inc. since 2016. In addition to her advisory role, she is a partner in an agriculture business involved in bookkeeping and minor accounting. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments while operating a hybrid adviser and broker-dealer structure.

William Bowman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at AEGIS Financial, Raymond James Financial Services, and Bowman & Company S.C. He is also an insurance agent specializing in fixed insurance sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Nicholas Nemec is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at &PARTNERS since 2026 and previously spent seven years at Edward Jones. Prior to his advisory career, he was involved in event management and distribution businesses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, with client accounts managed on discretionary or non-discretionary bases.