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® with five years of industry experience, currently serving as a financial advisor at Grimes & Company since 2021. Her prior experience includes roles at Financial Navigators Inc. and Connect Events Group, as well as operating her own consulting business, Karen Kelly Consulting LLC, from 2003 to 2025. Grimes & Company offers discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm provides customized investment strategies using proprietary research and also engages as a sub-advisor to other registered investment advisers, with a notable range of institutional-type offerings for a multi-team advisory firm.

Thomas Reynolds is a CFP® with 43 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and has held prior roles at LPL Financial, Securities America, Inc., and Landmark Capital Inc. Outside of his advisory work, Reynolds serves as vice chairman and board director of Shields Technology, a manufacturing and distribution company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

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. in Port Charlotte, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank before joining Synovus in 2017. Outside of his advisory role, he participates in a nonprofit business networking group. Synovus Securities, Inc. serves individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance approach for portfolio management through Envestnet programs and maintains affiliations that support banking and trust services.

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 previously worked at Simplicity Wealth, Medallion Financial Resources, Independent Financial Group, and LPL Financial, LLC. In addition to his advisory role, he is involved in insurance sales, including annuities and life insurance. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a combination of tactical, strategic, and quantitative strategies to tailor portfolios according to client objectives and risk tolerances.

Donald Boucher is a financial advisor with Westminster Financial Advisory Corp, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Westminster Financial Securities, Inc. since 2010. Outside of his advisory role, he is involved in a family trust that owns commercial property. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and primarily uses a buy-and-hold investment strategy complemented by discretionary trading and option strategies.

John Daniels is a financial advisor with Compass Financial Management LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He is also the owner of John Daniels CPA, LLC, where he provides tax preparation and related services. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

William Conte is a financial advisor with Latitude Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has been involved in professional training through the Sarasota Bay License Training Center since 1997. Outside of financial advising, he is an instructor and trainer in recreational sport diving, teaching emergency first responder CPR, first aid, and advanced scuba diving techniques. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis with oversight of third-party model recommendations.

Colton Lightner is a CFP® with six years of industry experience, currently affiliated with Ascentis Independent Advisors, LLC. His prior experience includes roles at Golden State Equity Partners, Topwater Capital LLC, Four Pillars Financial Planning Group, and Raymond James Financial Services Advisors, Inc. Lightner serves as a volunteer director for The Road to Independence, Inc., a Florida nonprofit organization. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

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.

Christopher Sleight is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Bison Wealth, LLC and has prior experience at Global Financial Advisory and Global Financial Private Capital. Outside of his advisory role, he is the owner and insurance agent of CS Sleight, Inc., which sells fixed life insurance and annuities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management and builds outcome-focused multi-manager portfolios using tactical and strategic allocations across various investment mandates.

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 65 and Series 63 licenses and four years of industry experience. He previously worked at LPL Financial and Primerica Advisors and maintains employment with Pratt & Whitney as a facilities planner. Outside of advisory work, 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 a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Peter Magnuson is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Level Four Financial and Magnuson Financial. Magnuson serves on the boards of several charitable organizations and is involved in a church focused on addiction discipleship. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios created by an internal Investment Committee or sub-advisers.

Dominick Trapasso is a financial advisor with New Edge Wealth in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Summit Trail Securities, Summit Trail Advisors, Lord, Abbett & Co. LLC, and Nuveen Securities. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, incorporating independent managers and proprietary investment solutions supported by technology and AI-assisted analytics.

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.