John Reutemann Jr. is a CFP® with 50 years of industry experience, currently serving at Research Financial Strategies, where he has worked since 1992. He has also been affiliated with Purshe Kaplan Sterling Investments since 2012 and operates Reutemann Financial Solutions, Inc. outside of his firm role. In addition to his advisory work, he teaches and coaches professional advisors through an LLC focused on continuing education for licensed professionals and is an author. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, pension plans, and trusts, managing approximately $254 million in discretionary assets. The firm employs a technical analysis and active trading approach centered on proprietary indicators and risk mitigation, delivering primarily ETF-focused strategies on a discretionary basis through a team of six advisors.

Jeffry Cole is a CFP® with 17 years of experience, currently serving at Team Wealth & Tax Advisors. His career includes roles at AE Wealth Management and Countryside Insurance Services, and he has been involved in tax services through his own firm, Jeffry S. Cole Inc. dba Teamtax, since 1990. He is also a partner in Cole Legacy Partners, which manages commercial property. Team Wealth & Tax Advisors offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates tax planning with investment management through its “SmartChoice Wealth Strategy” and leverages AI-enabled tools under human supervision in its operations.

Michael Hartley is a Series 65-licensed financial advisor with Dale K. Ehrhart, Inc. in Venice, FL, where he has worked for a total of 23 years. His experience spans from 2003 to the present within the same firm, which operates as a team of four advisors. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and registered investment advisers through its Family Office, Private Client division, and TAMP platform. The firm emphasizes client-specific Investment Policy Statements, discretionary portfolio management, and a diversified investment approach using fundamental analysis, mutual funds, ETFs, and more advanced trading strategies including options and margin.

Brett Keyso is a financial advisor at FourThought Financial Partners, LLC, holding a Series 65 designation with two years of industry experience. He has been with FourThought Financial Partners since 2022. FourThought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and follows a planning-first investment process that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Brett Walters is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at TBH Global Asset Management, LLC since 2019 and previously at Trident Financial Planning LLC from 2016 to 2019. Walters is based in Venice, FL. TBH Global Asset Management serves individuals, retirement plans, and business entities by providing investment management, financial planning, pension consulting, trustee services, and general consulting. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes model portfolios along with third-party investment tools.

Alexander Herrington is a CFP® professional with 10 years of industry experience, currently serving at Fourthought Financial Partners, LLC. He has been associated with various entities within the Fidelity organization since 2016 and joined Fourthought Financial Partners in 2022. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds customized investment programs based on client goals and risk tolerance, utilizing a diverse range of investment strategies and products.

Karen Kelly is a CFP® and Series 65-licensed advisor with six years of industry experience. She has worked with Grimes & Company since 2021 and previously held positions at Financial Navigators Inc., Connect Events Group, and operated her own consulting business, Karen Kelly Consulting LLC, for over two decades. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, estates, and government entities. The firm employs customized investment strategies using proprietary research and multiple asset classes, while also offering trustee services and acting as a sub-adviser to other investment advisers.

Jeffrey Fero II is a CFP® with two years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. He has been associated with IFG Advisory and LPL Financial for 10 years. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diverse investment approach using sub-advisors, third-party models, and various instruments, and offers services including portfolio management, retirement plan consulting, and real-estate-related planning.

Nathan Stout is a financial advisor with Synovus Securities, Inc. and holds Series 63 and Series 66 credentials. He has 12 years of industry experience, including prior roles at Fifth Third Securities and Synovus bank. Outside of his advisory work, he participates in a business networking group on a volunteer basis. 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 the Envestnet platform for portfolio management, applying risk-tolerance assessments and due diligence in manager selection.

James Ball is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Virtue Capital Management, LLC and has held positions at several firms, including Simplicity Wealth and Medallion Financial Resources. Outside of his advisory work, he is involved in insurance sales through James Ball Insurance, focusing on annuities and life insurance. Virtue Capital Management, LLC serves a diverse client base, including individuals, trusts, and charitable organizations, offering portfolio management and financial planning. The firm employs a multi-team model that utilizes tactical, strategic, and dynamic investment approaches, supported by an investment committee that conducts due diligence on third-party managers and models.

Jeffrey Askins is a CFP® professional with 26 years of industry experience, currently serving at Synovus Securities, Inc. He has a history with Pinnacle Bank and Synovus Bank, along with past roles at Florida Commerce Credit Union and LPL Financial. Askins holds board positions with the Tallahassee Regional Estate Planning Council and the Tallahassee Symphony Orchestra, and serves as treasurer for the Kiwanis Club of Tallahassee. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients through a combination of investment advisory and brokerage services. The firm offers diversified portfolio management via discretionary and non-discretionary programs on the Envestnet platform and provides access to alternative investments and outside money managers.

Jason Pace is a financial advisor with Synovus Securities, Inc. in Port Charlotte, Florida, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Synovus bank. Synovus Securities serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, offering a variety of investment advisory and brokerage services. The firm employs a mix of discretionary and non-discretionary portfolio management programs, utilizing the Envestnet platform and a risk-tolerance questionnaire to guide asset allocation and manager selection.

Christopher Kroger is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience in the financial services industry. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having previously worked at LPL and Space Coast Credit Union. Kroger holds Series 63 and Series 65 licenses and is based in Port Charlotte, Florida. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services. The firm uses both discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments, financial planning, and educational services.

Joanne Johnson is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 66 designations and 29 years of industry experience. Her prior roles include positions at SunTrust Investment Services, SunTrust Advisory Services, and Synovus Bank. Synovus Securities, Inc. serves individual and institutional clients with investment advisory and brokerage services, offering managed account programs through the Envestnet platform and access to alternative investments. The firm is affiliated with Pinnacle Financial Partners, providing additional banking and custody service options.

Christopher Padrick is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at LPL Financial and Primerica Advisors, and also has a background in aerospace with Pratt & Whitney. Outside of his advisory role, he is the owner of Enterprise Earth LLC, a non-investment-related business. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers.

Miguel Alvarez is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at Synovus Securities since 2019 and has prior experience at Morgan Stanley Private Bank and Morgan Stanley. Alvarez joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services, including managed accounts and financial planning. The firm utilizes Envestnet’s platform for portfolio management and is affiliated with Pinnacle Financial Partners, providing clients additional banking and trust options.

Reagan Caruso is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Synovus Securities, he worked at LandrumHR and Merrill Land Company, Inc/Great Southern Restaurant Group of PNS. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, providing investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments through discretionary and non-discretionary portfolio management programs.

Sandra Scott is a financial advisor with Synovus Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. Her career includes roles at SunTrust Advisory Services and Synovus bank, and she joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through various managed account programs. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Isoldy Guzman is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Pinnacle Bank and Bank of America, as well as multiple positions within Synovus Securities and Synovus Bank. Synovus Securities serves a diverse client base that includes individual and high-net-worth investors, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing the Envestnet platform to provide portfolio management tailored to client risk tolerance.

Tyler Brown is a financial advisor at Virtue Capital Management, LLC with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has previously worked at Medallion Financial Resources and Wells Fargo in various roles. Virtue Capital Management, LLC serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, third-party manager due diligence, and ERISA plan support, utilizing a multi-team model that combines tactical, strategic, and dynamic investment approaches.