Eric Dudley is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including World Financial Group and Florida Financial and Insurance Group. Outside of his advisory role, Mr. Dudley owns Dudley Financial, where he is involved in insurance product transactions during non-market hours. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals using a mix of strategic and tactical investment approaches across various portfolios and strategies.

John Prudhomme is a financial advisor at Synovus Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Synovus Securities and Synovus Bank since 2016. He recently 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. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk-tolerance assessments and thorough manager due diligence.

Rebekah Fero is a CFP® certificant with 37 years of industry experience, currently serving as an advisor at IFG Advisory, LLC since 2016. She has also been associated with LPL Financial, LLC for the same period. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, utilizing a range of investment approaches and third-party managers to tailor portfolios to client objectives. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and specialized retirement plan consulting services.

Ryan Zabrowski is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Krilogy Financial since 2019 and previously held roles at Bank of America and Merrill Lynch. Zabrowski is the author of an educational book on markets and investing titled *Time Ahead: Investor's Guide to Prosperity and Impact*. Krilogy Financial serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers portfolio management, financial planning, and family office services.

Wendy Jankoski is a financial advisor at Compound Planning, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wealth Architects LLC for over two decades. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm employs a risk-based investment approach using customized model allocations and incorporates technology-driven solutions such as tax-aware direct indexing and options strategies.

Ryan Young is a CFP® with 27 years of industry experience, currently affiliated with Synovus Securities, Inc. and Pinnacle Bank. His career includes roles at Synovus Securities, Synovus Bank, and SunTrust Advisory Services. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning solutions. The firm employs a risk-tolerance questionnaire and due-diligence processes to guide portfolio management on the Envestnet platform.

Sadia Wood is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her work history includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, and BB&T-affiliated entities. Outside of her advisory work, she serves as president of Masjid Ahmed Ibrahim, where she is involved in opening a mosque. Synovus Securities, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, and institutional clients. The firm provides investment advisory and brokerage services with a variety of portfolio management options, employing both discretionary and non-discretionary strategies guided by client risk-tolerance and due diligence processes.

Thomas Ramsett is a financial advisor at Intrua Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Freedom Wealth Alliance and LPL Financial since 2014. Ramsett is involved with Windy City Financial Partners, a non-variable insurance investment-related activity. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management.

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 with Prospera Financial Services, Inc. He holds the Series 66 designation and has 26 years of industry experience. Prior to joining Prospera in 2020, he worked at Cetera Advisor Networks LLC, Summit Financial Group, Summit Brokerage Services, and Wells Fargo Advisors Financial Network LLC. Lewis is also the managing principal of Reed Wealth Management, a wealth management firm focused on life, long-term care, annuities, and securities. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Emily Soper is a financial advisor with Packerland Brokerage Services, Inc., holding Series 65 and Series 63 credentials and bringing 14 years of industry experience. She has previously worked at OneAmerica Securities, American United Life, GF Investment Services, LLC, and Global Financial Private Capital, LLC. Outside of her advisory role, Soper serves as a board member for Connectors with a Cause, a charitable business networking group, and is involved in the sale of antiques and vintage collectibles on eBay. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a team of 176 advisors and over $1.3 billion in assets under management. The firm offers a range of financial planning and investment programs, utilizing both direct management and third-party managers via the Hilltop/Hilltop-cleared Envestnet platform.

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 with Synovus Securities, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Christina has worked extensively within the Synovus organization since 2007, including roles at Synovus Bank and Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses a risk-tolerance questionnaire and due diligence processes to guide portfolio management and provides access to both discretionary programs and outside money managers.

Todd Mauerman is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Moors & Cabot since 2016. Outside of advising, he owns a family business related to managing a seasonal vacation rental property. Moors & Cabot provides investment advisory services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

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 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns Lazy Products, LLC, which sells water floats, and manages TQC Education, LLC, offering online boating courses. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Kathleen Mcgrath is a CFP® professional with 30 years of experience in financial advising. She is currently with W3 Wealth Advisors, LLC and affiliated firms, having previously worked at Wells Fargo Advisors. Mcgrath serves as a board member of the Hugs and Hope Foundation, a nonprofit supporting families affected by lung cancer treatments, and volunteers on the finance committee of Westwood Country Club. W3 Wealth Advisors provides financial planning and access to third-party managed accounts for individuals, pension plans, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation through Valmark’s platform, coordinating client planning with other professional 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 CFP® professional with 31 years of industry experience. He is currently with Synovus Securities, Inc. and has previously worked at SunTrust Advisory Services and Pinnacle Bank. Synovus Securities, Inc. serves a wide range of clients, including individuals, high-net-worth investors, and institutional clients. The firm offers both investment advisory and brokerage services, utilizing discretionary and non-discretionary portfolio management programs on the Envestnet platform and providing access to alternative and private investment offerings.