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.

Christopher Deleonardo is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Berthel Fisher since 2017, including time at BFC Planning, Inc. and Bb&T Investment Services, Inc. He serves as a board member and logistics chair for the American Cancer Society in Sarasota, FL. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services with approximately $906 million in assets under management. The firm delivers customized advice through multiple platforms and management styles to meet diverse client needs.

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.

Karen Burke is a financial advisor at Synovus Securities, Inc. with 20 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at Pinnacle Bank, Synovus Securities, Synovus Bank, BBVA Securities Inc., and Compass Bank. Outside of her advisory role, she serves as a trustee for the Pensacola Opera and as secretary for the White Sands Leaseholders Association. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including separately managed accounts, mutual fund and ETF model portfolios, and financial planning. The firm utilizes discretionary and non-discretionary portfolio management via the Envestnet platform, emphasizing client risk tolerance and manager due diligence.

Debra Gardi is a financial advisor at Forum Financial Management, LP with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera and Purshe Kaplan Sterling Investments. She also serves as Chapter Chair Person for the Florida Institute of Certified Public Accountants. Forum Financial Management provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other independent RIAs. The firm uses model portfolios managed primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

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.

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.