Matthew Kelly is a financial advisor at Aegis Capital Corp. with three years of industry experience. He holds the Series 66 designation and concurrently serves as Of Counsel Attorney at Essenson Law Firm. Kelly is also a trustee at the First Baptist Church of Sarasota, where he helps oversee compliance and manage the church budget. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of asset management and financial planning solutions. The firm operates both as an SEC-registered investment adviser and FINRA member broker-dealer, with a notable emphasis on non-discretionary accounts and active broker-dealer operations.

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 financial advisor with IFG Advisory, LLC, holding a CFP® designation and Series 63 license, and has 38 years of industry experience. Her career includes over a decade at FSC Securities Corporation and concurrent roles at IFG Advisory and LPL Financial since 2016. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and utilizes sub-advisors and third-party managers to implement tailored portfolios, while also managing held-away assets to align with clients' overall financial goals.

Collin Habig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Summit Financial, LLC in Sarasota, FL. His prior roles include positions at Edward Jones and Raymond James Financial Services, among others. In addition to advisory services, he is involved in the sale of traditional fixed insurance products. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for nearly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

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.

Ryan Young is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with Synovus Securities, Inc. and has held positions at Pinnacle Bank, Synovus Bank, SunTrust Advisory Services, Fisher Investments, and Edward Jones. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a range of managed account programs and access to alternative investments.

Sadia Wood is a financial advisor at Synovus Securities, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including BB&T and Pinnacle Bank. Outside of her advisory role, she serves as president of Masjid Ahmed Ibrahim, involved in efforts to open a mosque. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with a range of investment advisory and brokerage services. The firm uses both discretionary and non-discretionary portfolio management programs and offers access to alternative investments and outside money managers.

Regan Teague is a CFP®, CFA®, and Series 65-registered advisor at Ashton Thomas Private Wealth with 14 years of industry experience. He worked for 13 years at Day Hagan Asset Management before joining Ashton Thomas in 2025. Teague contributes articles on securities to SeekingAlpha.com. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, family offices, and institutional accounts. The firm employs a range of strategies and utilizes third-party managers through its Amplify Platform.

Thomas Ramsett is a financial advisor with intrua Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked with LPL Financial, Freedom Wealth Alliance, and Wells Fargo Advisors. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm uses a comprehensive investment process that includes fundamental analysis, modern portfolio theory, and technical analysis to create custom asset allocations and Investment Policy Statements, implementing strategies through direct management, model portfolios, and third-party money managers.

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.

Natalie Brown is a CFP® professional with seven years of industry experience. She currently works at Ashton Thomas Private Wealth and previously spent ten years at Day Hagan Asset Management. In addition to her advisory role, she contributes financial articles for retail investors to The Street Retirement Daily, a financial publication. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering access to specialized platforms and solutions.

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 at Synovus Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Synovus Bank and Pinnacle Bank. Synovus Securities serves a diverse client base, including individual investors, high-net-worth clients, and institutions. The firm offers investment advisory and brokerage services through various managed account programs and uses a risk-tolerance questionnaire and due-diligence processes to guide portfolio management.

Denise Mellerup is a financial advisor with Archer Investment Corporation in Sarasota, FL, holding a Series 65 designation and 15 years of industry experience. She has been with Archer since 2011 and also serves as president and sole shareholder of DJL Surveying Co Inc, a surveying business she has managed since 1990. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm employs a multi-branch, independent-contractor model and manages a diversified range of assets on a discretionary basis.

Scott Barcomb is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Berthel, Fisher since 2003 and previously worked at BFC Planning, Inc. Barcomb is the founder and owner of Barcomb Asset Management, provides investment advice, and is the author of the book *Black Rock*. He also serves as treasurer for the Pine Park Office Condo Association in Sarasota, Florida. Berthel, Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent advisers. The firm delivers tailored investment solutions across various platforms, including discretionary and non-discretionary management and sub-advisory arrangements.

Kathleen McGrath is a CFP® professional with 31 years of experience in the financial services industry. She currently serves at ValMark Advisers, Inc. and affiliated firms, with prior experience at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and KeyBanc Capital Markets Inc. She is a board member of the Hugs and Hope Foundation, a nonprofit supporting families affected by lung cancer. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach focuses on diversified, goal-based portfolios implemented via mutual funds, ETFs, and separate accounts, with ongoing monitoring and rebalancing overseen by an investment committee.

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.

Michael Murray is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked with Truadvice Wealth Management and Bison Advisors since 2023. Prior to his advisory career, he spent 14 years as an independent contractor for the DP World Tour and three years at Lyons Tool & Manufacturing. He also holds a Florida Life, Health, & Variable Annuity license and occasionally works as an independent insurance agent. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes an outcome-focused, multi-manager investment approach that incorporates tactical and strategic allocations across liquid and private-market strategies, along with specialized model portfolios and a turnkey asset management platform for other advisers.