Christopher Sleight is a financial advisor at Bison Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Global Financial Advisory and Global Financial Private Capital. Outside of investment advising, he is an owner and independent insurance agent at CS Sleight, Inc., where he sells fixed life insurance and annuities. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an outcome-focused investment approach using multi-manager model portfolios that blend tactical and strategic allocations across various asset classes, including alternatives and private-market strategies.

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 has four years of industry experience. He previously worked at LPL Financial and Primerica Advisors and has a concurrent role with Pratt & Whitney. Outside of advisory work, he is the owner of Enterprise Earth LLC. 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 to tailor portfolios to client objectives.

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.

Christopher Magnuson is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and three years of industry experience. He has worked at Level Four Financial, LLC and Magnuson Financial, Inc. since 2019 and previously spent 12 years at Tervis. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm employs tailored investment strategies using model portfolios and various sub-advisory arrangements, offering fee-only financial planning and comprehensive asset management services.

Ajay Sasser is a financial advisor at Waverly Advisors, LLC in Sarasota, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Waverly Advisors in 2026, he worked at Morgan Stanley and Charles Schwab & Co., Inc. He has also spent time in education and various other roles outside the financial industry. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement consulting, and multi-family office services.

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.

Robert Collins is a financial advisor at Waverly Advisors, LLC in Sarasota, FL, holding Series 65 and Series 66 licenses with 15 years of industry experience. Prior to joining Waverly Advisors in 2025, he worked at Fiduciary Wealth Advisors, Llc for 11 years, and has experience at PNC Wealth Management and Natcity Investments, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

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.

Joshua Storey is a financial advisor with CreativeOne Wealth, LLC and holds a Series 66 designation. He has 10 years of industry experience and has previously worked at firms including TriFound Advisory LLC, AE Wealth Management, and Merrill. He is also involved with Candor Wealth Strategies, an entity he uses for marketing insurance and advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, options, and private investments.

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.