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.

Amy Orcutt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm uses algorithm-driven risk assessments and approved model strategies managed internally or by third parties, with investments primarily in mutual funds and ETFs.

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.

Michael Palmer is a financial advisor with Fifth Third Securities, Inc. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Fifth Third Bank, GTE Credit Union, Regions Bank, PNC Bank, and Bank of America. Fifth Third Securities serves a diverse client base, including individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program via Fidelity’s Managed Account Xchange.

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.

Sean Koscho is an investment advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Base Wealth Management, Intervest International, and Primerica. Additionally, he served a decade with the Sarasota County Fire Department. NewEdge Advisors is a large registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of services such as portfolio management, financial planning, and access to sponsored advisory programs, utilizing both in-house and third-party investment solutions.

Brian Grogan is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Mid Atlantic Financial Management. Outside of his advisory work, he is a founding partner of Crescent Franchise Solutions, which focuses on succession planning for franchise owners. NewEdge Advisors is a large registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies, supported by technology tools and rigorous due diligence.

Christopher Persandi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at TD Bank N.A. and its affiliate TD Private Client Wealth LLC since 2020, and previously was with Bank of America, N.A. and Merrill from 2013 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody through third-party providers. The firm uses a combination of proprietary and third-party investment managers and employs a discretionary trading model with a percentage-of-assets-under-management fee structure.

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.

Jackson King is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes positions at First Citizens Investor Services, Wells Fargo, Capital Research Advisors, and Hammond Iles Wealth Advisors. He is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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.

Marilyn Vazquez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo and Citigroup. Vazquez is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm offers ongoing portfolio management, financial planning support, and custody services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Catalina Alexander is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank, N.A. for over a decade, as well as a brief tenure at Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

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.

Jonathan Bass is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as JP Morgan Securities, Wells Fargo Advisors, and Cetera Investment Services. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.