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 65, Series 63, and Series 66 designations. His work history includes roles at Wells Fargo Bank and Wells Fargo Clearing, prior to joining Virtue Capital Management. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm provides customized portfolio management and financial planning through a multi-team model, utilizing tactical, strategic, and dynamic investment approaches.

Sarah Rosas is a ChFC® affiliated with Kinetic Investment Management, Inc. in Charlotte, FL, with one year of industry experience. She has prior experience at Blu Realty and Precise Financial Solutions, and she is also a licensed insurance agent and real estate broker. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs a long-term, analytical investment approach and manages a broad range of asset types, including non-traded real estate investments.

Robert Black is a financial advisor at Prosperity Capital Advisors with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Atlas Advisory Group, M Holdings Securities Inc., and operating OneTeam Financial LLC, where he is involved in marketing general financial services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

Julio Roque is a financial advisor at Synovus Securities, Inc. with 24 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Cetera Investment Services LLC and Regions Bank before joining Synovus in 2019. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through various managed account programs and financial planning solutions. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, incorporating risk tolerance assessments and due diligence in manager selection.

Manuel Vega is a financial advisor with Synovus Securities, Inc., holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2019 and recently joined Pinnacle Bank in 2026. In addition to his advisory role, he manages Dead Money Golf LLC, an online retail sales business. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm uses discretionary and non-discretionary portfolio management programs, supported by a client risk-tolerance questionnaire and due diligence processes, and provides access to alternative investments and educational services for ERISA plans.

Joseph Stout is a financial advisor with Synovus Securities, Inc. based in Port Charlotte, FL. He holds a Series 66 designation and has 12 years of industry experience, including roles at Morgan Stanley and Morgan Stanley Private Bank. He has been with Synovus Securities and Pinnacle Bank since 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs through the Envestnet platform and provides access to various managed accounts, financial planning, and alternative investments.

Pedro Zamora is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include tenures at Cetera, Compass Employee Benefits Group, and Synovus Bank. Zamora serves as a board member and treasurer for Families First of Palm Beach County, a nonprofit organization. Synovus Securities, Inc. provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients. The firm employs a mix of discretionary and non-discretionary portfolio management programs using the Envestnet platform, offering access to various managed accounts, financial planning, and alternative investments.

Robert Rano Jr. is a financial advisor at Capital Analysts with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 2012. In addition to his advisory role, he serves as president of Clifford & Rano Insurance Agency, where he is involved in life insurance and fixed annuity sales. He is also a shareholder in OLLO Pizza LLC and serves as secretary of the North High School Alumni Association. Capital Analysts serves retail and institutional clients, including individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Michael Schwitz is a financial advisor at Harbour Investments, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been involved with Harbour Investments and MS Financial since 1988. In addition to his advisory work, he is a partner at ANU-SKIN, a skincare products business, where he oversees the books and makes recommendations. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Alexandre Georgiev Jr. is a financial advisor at Lifemark Securities Corp. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifemark since 2007. He also holds an insurance license and occasionally applies this knowledge in his advisory duties. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and employs various investment programs, with client accounts managed on a discretionary or non-discretionary basis.

Sal Stanzione Jr is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses. Stanzione has worked at LPL Financial, PFS Investments Inc, and Primerica Financial Services. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using a combination of in-house and third-party strategies.

Mark Mcguire is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. Prior to his advisory career, he served with the Maryland State Police for 26 years. Outside of financial advising, he owns MSS Management LLC, a tax and accounting business. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Anyiebett Lora is a Series 66-licensed financial advisor with Synovus Securities, Inc. and Pinnacle Bank, with experience starting in 2023 at Synovus Securities and Synovus Bank, and most recently joining Pinnacle Bank in 2026. Prior to this, she worked at Chase Bank from 2015 to 2021. Outside of financial advising, she serves as an administrative task and project coordinator for Perroquet Construction Corp, a family-owned construction business. Synovus Securities, Inc. serves individual and institutional clients by offering investment advisory and brokerage services, including managed accounts, financial planning, and access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs supported by due diligence and client risk assessments.

Mark Lowbridge is a CFP® professional with 25 years of experience, currently serving at John Hancock Personal Financial Services, LLC since 2020. He has also held roles within John Hancock and its affiliates since 2006 and worked at Manulife Asset Management from 2012 to 2020. Outside of his advisory work, he is a licensed real estate sales agent involved in the purchase and sale of personal real estate holdings. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving a broad client base through a technology-assisted model that emphasizes written plans and client discretion in implementation.

Lori Bayba is a financial advisor with Moors & Cabot, Inc. She holds Series 63 and Series 65 credentials and has 39 years of industry experience. Her prior roles include positions at Cetera Investment Advisers, LLC and Advisors for Financial Independence. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, consulting, and wrap-fee program referrals. The firm employs a variety of portfolio strategies tailored to client objectives and risk tolerances, providing both discretionary and non-discretionary advisory services.

Thomas Walsh is a CFP® with 36 years of industry experience, currently serving at Synovus Securities, Inc. since 2019 and previously working at Ameriprise Financial Services and SunTrust. He joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services across a range of managed account programs and financial planning solutions. The firm utilizes discretionary and non-discretionary portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Paula Turner is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked with Synovus Securities and Synovus Bank since 2011 and recently joined Pinnacle Bank in 2026. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services with portfolio management through discretionary and non-discretionary programs on the Envestnet platform.