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.

Kenneth Bolton is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior roles include positions at Milestone Private Wealth Management, CS Planning Corp., and Wells Fargo Advisors Financial Network. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with model implementation, reporting, and held-away asset management.

Kathy Dyer is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Ironview Capital Management LLC. She and Michael Dyer hold a limited partnership interest in a Florida land development and hotel ownership venture. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated investment 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.

Daniel Lodes is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brokers International Financial Services, LLC since 2017 and previously at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2013 to 2017. He also operates Wealth Advisor Group, which provides financial services and insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management techniques and custodial platforms.

Daniel McDermott is a CFP® and ChFC® with 38 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following prior experience at McDermott Advisory Group, LLC and Cambridge Investment Research, Inc. He is also a Notary Public of Delaware. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of investment and planning solutions.

Jonathan Kosmata is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles within Truist Investment Services and SunTrust entities 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 within the Truist enterprise.

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.

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.