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.

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.

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 CFP®-designated financial advisor at Hightower Advisors with 34 years of industry experience. He has previously worked at Merrill, Wells Fargo Advisors, and Landsberg Bennett Private Wealth Management. Hightower Advisors serves a diverse client base including individuals, institutions, and pension plans, offering investment advisory and planning services through a multi-manager approach that includes discretionary and non-discretionary portfolio management and access to proprietary and third-party investment solutions.

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 financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked with Guardian Life and Park Avenue Securities since 2008. Outside of his advisory role, he is involved in coaching through the Soul Purpose Institute and serves as a member of a condominium homeowners association board. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

Jacqueline Thompson is a financial advisor with Empower Advisory Group in Port Charlotte, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her work history includes roles at Morgan Stanley, Truist Investment Services, and PNC Investments. 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 clients, 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 designations and has previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Boone also served in the U.S. Army from 2010 to 2017. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure and provides access to alternative investments, lending solutions, and third-party asset managers.

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. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Empower Advisory Group, he worked at Wells Fargo Bank and Wells Fargo Clearing, among other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through proprietary and third-party planning methodologies.

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 firms including Landsberg Bennett Private Wealth Management, Wells Fargo Advisors, Merrill, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. Their approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, along with proprietary research and portfolio construction techniques spanning mutual funds, ETFs, alternative investments, and custom indexing.

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 a Series 66 designation and has 8 years of industry experience. She has worked at Wauchula State Bank / Infinex Investments, Inc. since 2016. Outside of her advisory role, she is a partner in an agriculture-focused limited partnership, where she handles bookkeeping and minor accounting. OSAIC Institutions, Inc. serves individuals, 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, utilizing a hybrid adviser and broker-dealer structure with discretionary and non-discretionary account management.