Nathan Stout is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank before joining Synovus in 2017. Outside of his advisory role, he participates in a nonprofit business networking group. Synovus Securities, Inc. serves individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance approach for portfolio management through Envestnet programs and maintains affiliations that support banking and trust services.

Diana Marazia Sanford is a financial advisor at Synovus Securities, Inc. with six years of industry experience. She previously worked at Charles Schwab and has been associated with Synovus entities since 2019. Sanford holds Series 63 and Series 66 licenses. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses the Envestnet platform for portfolio management and provides additional educational and referral services.

Phillip Abshier II is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Synovus Securities since 2001. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm uses a blend of discretionary and non-discretionary portfolio management programs on the Envestnet platform, applying due diligence for manager selection and asset allocation.

Joanna Cole is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with Synovus Securities since 2020 and previously held roles at Pinnacle Bank, SunTrust Investment Services, and Ernst & Young. Outside of her advisory work, she co-owns a business involved in the acquisition and sale of antique and vintage items. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm uses a risk-tolerance based approach to portfolio management and provides access to alternative investments and educational services for ERISA plans.

Christian Lau is a CFP® with 25 years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked at Synovus Securities since 2019 and previously held positions at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, INC. He joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes the Envestnet platform for portfolio management and refers clients to outside money managers while providing educational services for ERISA plans.

Christopher Brown is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His career includes multiple roles within Synovus Securities and Synovus Bank since 2015, and he joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a mix of investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments, with portfolio management conducted through discretionary and non-discretionary programs on the Envestnet platform.

Lirime McGuire is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and nine years of industry experience. She has worked with Synovus entities and SunTrust affiliates since 2014 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance questionnaire and utilizes both internal and Envestnet due-diligence processes to guide portfolio management.

Brandon Fields is a CFP® with 13 years of industry experience, currently affiliated with Synovus Securities, Inc. and Synovus Trust Company in Columbus, GA, where he has worked since 2013 and 2014 respectively. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes discretionary and non-discretionary portfolio management on the Envestnet platform, guided by client risk assessments and manager due diligence.

Arthur Bickerstaff is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and 18 years of industry experience. His career includes positions at SunTrust Banks and its advisory services divisions from 1999 to 2018, followed by roles at Synovus Securities and Pinnacle Bank starting in 2018. Outside of his advisory work, he is listed as an owner of a small rental property business. 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 alternative investments. The firm utilizes Envestnet platform programs guided by client risk tolerance and conducts due diligence on managers, while also providing educational services and specialized investment offerings.

Boyd Jones is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Synovus Securities since 2002 and was previously employed by Synovus Bank from 1991 to 2026. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services with a range of portfolio management programs using the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

William Barnes II is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 designations and having 27 years of industry experience. His career includes roles at Synovus Securities, Synovus Bank, and most recently Pinnacle Bank since 2026. Synovus Securities serves a diverse clientele, including individual, high-net-worth, and institutional investors, offering investment advisory and brokerage services with a range of managed account programs and financial planning. The firm employs both discretionary and non-discretionary portfolio management strategies using the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Robert Law is a CFP® professional with 40 years of industry experience, currently serving at Synovus Securities, Inc. since 2001. He holds the Series 63 designation and is based in Columbus, GA. Outside of his advisory role, Law is involved with several private equity and real estate investment ventures and is a partner and investor in a live performance theatre. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering both advisory and brokerage services. The firm utilizes a range of portfolio management strategies on the Envestnet platform and provides access to alternative investments, with additional capabilities through its affiliation with Pinnacle Financial Partners.

Fredrick Zeh is a financial advisor at Synovus Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial and Wells Fargo Clearing. Since 2016, he has been with Synovus Securities and related entities, transitioning to Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management through the Envestnet platform and provides access to alternative investments, along with financial planning and educational services.

Jeffrey Muthig is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Synovus Securities since 2015, with concurrent roles at Synovus bank and most recently at Pinnacle Bank since 2026. Outside of his advisory work, he assists with expense management for Muthig Environmental, an environmental consulting business. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both advisory and brokerage services with a range of portfolio management programs on the Envestnet platform.

Ronald Kinnas Jr. is a financial advisor at Synovus Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2000 to 2017 before joining Synovus-related firms. Ronald recently became affiliated with Pinnacle Bank as of 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts, financial planning, and alternative investments. The firm utilizes the Envestnet platform for portfolio management and provides access to outside money managers and specialized offerings for qualified investors.

Philip Wierson is a financial advisor at Synovus Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*Trade Securities. Wierson’s background includes military service in the US Army from 2013 to 2018. Synovus Securities serves a wide range of clients, including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

Jeffrey Askins is a CFP® professional with 26 years of industry experience, currently serving at Synovus Securities, Inc. He has a history with Pinnacle Bank and Synovus Bank, along with past roles at Florida Commerce Credit Union and LPL Financial. Askins holds board positions with the Tallahassee Regional Estate Planning Council and the Tallahassee Symphony Orchestra, and serves as treasurer for the Kiwanis Club of Tallahassee. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients through a combination of investment advisory and brokerage services. The firm offers diversified portfolio management via discretionary and non-discretionary programs on the Envestnet platform and provides access to alternative investments and outside money managers.

James Davidson Sr. is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at Synovus Securities, Inc. and recently joined Pinnacle Bank in 2026. His career includes multiple roles at Synovus Securities and Synovus Bank dating back to 2016. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services. The firm manages portfolios through discretionary and non-discretionary programs using the Envestnet platform and offers access to alternative investments alongside financial planning and educational services.

Barton Gadlage is a CFP® with 26 years of experience in the financial industry. He has been with Synovus Securities, Inc. since 2001. Outside of his advisory role, he serves as a board member for Team Doctors Preferred Access, a family-founded concierge medical service. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes the Envestnet platform to provide portfolio management tailored to client risk tolerance and offers access to alternative investments and educational services for ERISA plans.

Robert Persons is a CFP® with 18 years of industry experience, currently serving at Synovus Securities, Inc. since 2013 and Synovus Trust Company since 2007. He is based in Columbus, GA. Outside of his advisory role, Persons serves as a board member for the charity Twin Cedars, contributing to governance, advocacy, fundraising, and compliance. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs. The firm utilizes the Envestnet platform and a client risk-tolerance questionnaire to guide portfolio management and also provides educational services for ERISA plans and access to alternative investments.