James Puckett Jr. is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior work includes roles at BBVA Wealth Solutions Inc., Bbva Securities Inc., COMPASS Bank, and Synovus Bank. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Robert Wilson is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Synovus Securities, Inc. and Pinnacle Bank, having worked with entities within the Synovus organization since 1998. Wilson serves as a board trustee for the Columbus Consolidated Government’s city employee pension fund, overseeing fund investments and policy without compensation. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients such as banks, pension plans, and charitable organizations. The firm provides both advisory and brokerage services through discretionary and non-discretionary portfolio management programs, utilizing the Envestnet platform and a detailed risk-tolerance process to guide asset allocation and manager selection.

Jason Pace is a financial advisor with Synovus Securities, Inc. in Port Charlotte, Florida, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Synovus bank. Synovus Securities serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, offering a variety of investment advisory and brokerage services. The firm employs a mix of discretionary and non-discretionary portfolio management programs, utilizing the Envestnet platform and a risk-tolerance questionnaire to guide asset allocation and manager selection.

Richard Raby is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Synovus Securities since 2001. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services including managed accounts, model portfolios, and alternative investments. The firm utilizes the Envestnet platform for portfolio management and provides educational services for ERISA plans, as well as access to outside money managers.

Natalie Schweers is a financial advisor at Synovus Securities, Inc. with 21 years of industry experience. She holds the Series 66 designation and has worked with Synovus Securities and affiliated firms since 2017. Outside of her advisory role, she serves as a board member for the State Botanical Garden and the CSRA Community Foundation, among other nonprofit and business boards. Synovus Securities serves individual and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management programs supported by due diligence processes and provides access to alternative investments and educational services for ERISA plans.

Benjamin Calvert is a CFP® with 14 years of industry experience, currently affiliated with Synovus Securities, Inc. in Birmingham, AL. His career includes roles at Synovus Securities, Synovus Bank, BBVA Wealth Solutions, and several related entities. Outside of his advisory work, he serves as treasurer for both Christ Pres Church and the North Alabama Lacrosse youth sports league, where he also assists as a coach. 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 a client risk-tolerance questionnaire and due diligence processes for portfolio management delivered through the Envestnet platform, and maintains affiliations that expand client access to banking and trust services.

Howard Daugherty Jr. is a CFP® with 19 years of industry experience, currently with Synovus Securities, Inc. He has worked at multiple financial firms including LPL Financial, United Community Banks, Inc., and Pinnacle Bank. His career includes roles both at securities firms and banks. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients through investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs, leveraging the Envestnet platform and a risk-tolerance questionnaire to guide investment decisions.

Grady Saunders is a financial advisor at Synovus Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Synovus Bank and Cannon Financial Institute. Saunders serves as treasurer for the Entrepreneurship Club at Dunwoody High School's Finance Academy and is chairman of the board for the Greater Perimeter Chamber of Commerce. Synovus Securities, Inc. provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients, offering a variety of managed account programs and financial planning solutions. The firm uses the Envestnet platform for portfolio management and maintains affiliations that expand its range of financial services.

Michelle Mc Coy is a financial advisor at Synovus Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Synovus Bank, AgSouth, and Southeastern Specialty Mfg. 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, model portfolios, financial planning, and access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk tolerance and due diligence processes.

Christopher Kroger is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience in the financial services industry. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having previously worked at LPL and Space Coast Credit Union. Kroger holds Series 63 and Series 65 licenses and is based in Port Charlotte, Florida. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services. The firm uses both discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments, financial planning, and educational services.

Virginia Pope is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes multiple tenures at Synovus Securities, Inc. and Synovus Bank dating back to 2001. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs Envestnet’s platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.

Timothy Mclean is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes long-term roles at Synovus bank and Synovus Securities, and most recently Pinnacle Bank. Synovus Securities serves individual, high-net-worth, and institutional clients by providing both investment advisory and brokerage services, including managed account programs guided by client risk tolerance and due diligence processes.

Joanne Johnson is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 66 designations and 29 years of industry experience. Her prior roles include positions at SunTrust Investment Services, SunTrust Advisory Services, and Synovus Bank. Synovus Securities, Inc. serves individual and institutional clients with investment advisory and brokerage services, offering managed account programs through the Envestnet platform and access to alternative investments. The firm is affiliated with Pinnacle Financial Partners, providing additional banking and custody service options.

Crystal Stevens is a CFP® with 21 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2004. 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 a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

Cynthia Helms is a financial advisor with Synovus Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Synovus Securities since 1999. Synovus Securities 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 a combination of discretionary and non-discretionary portfolio management programs and applies due-diligence processes for manager selection.

Robert Law Jr. is a CFP® professional with nine years of industry experience, currently affiliated with Synovus Securities, Inc. in Columbus, GA. He has been with Synovus Securities in various capacities since 2016. Outside of his advisory role, he is involved as an owner in Pickens Area LLC and holds a limited partnership in a storage unit business in Athens, GA. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes a blend of discretionary and non-discretionary portfolio management programs on the Envestnet platform, incorporating risk tolerance assessments and due diligence to guide investment strategies.

Wesley Stewart is a financial advisor with Synovus Securities, Inc. in Huntsville, AL, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. His prior roles include positions at Cetera and Regions Bank. Outside of his advisory work, Stewart serves as Vice President of the Central Baptist Church Endowment Committee and occasionally fills in as a worship leader. Synovus Securities serves individual and institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs and is affiliated with Pinnacle Financial Partners, providing additional banking and trust resources.

Lori Reaves is a Series 66-licensed financial advisor with 13 years of industry experience. She currently works at Synovus Securities, Inc. and Pinnacle Bank, having been with the Synovus organization since 2011. 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 through various managed account programs, using a risk-tolerance questionnaire and due diligence processes to guide portfolio management.

Brooks Robinson is a financial advisor at Synovus Securities, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His career includes roles at Synovus Securities and Synovus Bank since 2006, and he joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services. The firm employs a risk-tolerance based approach to asset allocation and manager selection, delivering portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

John Carter II is a financial advisor at Synovus Securities, Inc. with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked in various roles at Synovus affiliates and SunTrust from 2006 to the present. Outside of his advisory work, he owns a single-family residential rental property. Synovus Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services, including managed accounts and financial planning. The firm uses a client risk-tolerance questionnaire to guide portfolio management and provides access to alternative investments and educational services for ERISA plans.