Ryan Young is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with Synovus Securities, Inc. and has held positions at Pinnacle Bank, Synovus Bank, SunTrust Advisory Services, Fisher Investments, and Edward Jones. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a range of managed account programs and access to alternative investments.

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 63 and Series 65 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. Outside of her advisory work, she serves as a board member of Connectors with a Cause, a charitable business networking group, and is involved in the sale of antiques and vintage collectibles. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and manages approximately $1.36 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan consulting, utilizing a platform that supports both discretionary and non-discretionary account management.

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 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.

Christopher Juall is a financial advisor at Moors & Cabot, Inc. with 34 years of industry experience. He has been with Moors & Cabot since 1999. Outside of advisory services, he owns Lazy Products, LLC, which sells water floats, and manages TQC Education, LLC, an online boating course provider. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management and financial planning services utilizing various analytical strategies and may allocate client portfolios to third-party or affiliated sub-advisors.

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., 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.

Lidia Granger is a financial advisor with Fifth Third Securities, Inc. in Venice, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2019 before joining Fifth Third Securities and Fifth Third Bank in 2019. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Ron Shchemelev is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. He previously worked at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

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.