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. in Port Charlotte, FL, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Pinnacle Bank, Synovus Bank, SunTrust, Wells Fargo, Raymond James, and Morgan Keegan. She serves as a board member and Finance Committee member of the Morgan Franklin Fellowship, an organization promoting financial literacy and education. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs on the Envestnet platform. The firm also provides financial planning, access to alternative investments, and educational services for ERISA plans.

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.

Gregory Schmertmann is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked with SunTrust Investment Services and SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist’s financial services.

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.

Bryan Domian is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked with Penn Mutual Life Insurance Company and BCD Financial, LLC. Outside of his advisory role, he serves as treasurer for a donor advised fund that raises and distributes contributions to local nonprofits and is involved with 3D Build Systems, LLC, focusing on additive manufacturing techniques for housing construction. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm provides a combination of advisory and broker-dealer services with a network of advisers managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Mark Stoneburner is a financial advisor with Commonwealth Financial Network based in Boca Grande, Florida. He holds a Series 63 designation and has 31 years of industry experience. He has operated Stoneburner Wealth Management, LLC since 2009 and has been affiliated with Commonwealth Financial Network since 2008. Outside of his advisory work, he is co-owner of a tax and accounting firm and an entity focused on acquiring accounting practices. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

James Nicholson is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 credential and has been with Hightower Advisors since 2021. Prior to his advisory role, he worked at Cape Coral High School and the University of North Florida. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, supported by proprietary research and diverse investment strategies.

Michael Landsberg is a CFP®-designated financial advisor at Hightower Advisors with 34 years of industry experience. He has previously worked at Merrill, Wells Fargo Advisors, and Landsberg Bennett Private Wealth Management. Hightower Advisors serves a diverse client base including individuals, institutions, and pension plans, offering investment advisory and planning services through a multi-manager approach that includes discretionary and non-discretionary portfolio management and access to proprietary and third-party investment solutions.

John Costello Jr. is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and previously spent 19 years at American Portfolios Financial Services. In addition to his advisory role, he sells life and health insurance as a sole proprietor and provides insurance services through 76 Wealth Advisory LLC. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments, utilizing both fundamental and technical analysis across discretionary and non-discretionary accounts.

Brian Canty is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various capacities within Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate resources.

Carl Lutz is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked with Guardian Life and Park Avenue Securities since 2008. Outside of his advisory role, he is involved in coaching through the Soul Purpose Institute and serves as a member of a condominium homeowners association board. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

Jacqueline Thompson is a financial advisor with Empower Advisory Group in Port Charlotte, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her work history includes roles at Morgan Stanley, Truist Investment Services, and PNC Investments. 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 clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Ronald Hamilton is a Series 66-registered financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has previously worked with Bar Harbor Bank & Trust, Infinex Investments, Inc., and Uvest Financial Services Group, Inc. Hamilton is also involved in health insurance sales, including ongoing service commissions with Aetna Insurance. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary asset management.

Steven Morgan is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience and has worked previously at firms including Grove Point Investments, H. Beck, and Mass Mutual Investors Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Robert Decaro is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2012, following prior roles at Legend Advisory, LLC and Capital Choice Investment Advisers, Inc. Decaro is also licensed as an agent selling individual life and long-term care insurance. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history serving educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of sub-advisers and third-party managers.