Miguel Alvarez is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at Synovus Securities since 2019 and has prior experience at Morgan Stanley Private Bank and Morgan Stanley. Alvarez 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, including managed accounts and financial planning. The firm utilizes Envestnet’s platform for portfolio management and is affiliated with Pinnacle Financial Partners, providing clients additional banking and trust options.

Blake Robinson is a CFP® professional with 24 years of experience in the financial industry. He has been with Synovus Securities, Inc. since 2011. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs guided by client risk-tolerance assessments and due-diligence processes.

Bridget Alcide is a financial advisor with Synovus Securities, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked with Synovus Securities and Synovus Bank since 2014 and joined Pinnacle Bank in 2026. Outside of advising, she is involved in book publishing as an editor and publisher at Trinity Destiny Publishing. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services with a range of investment options. The firm employs a client risk-tolerance questionnaire and conducts due diligence on managers through the Envestnet platform, while also providing educational services and access to alternative investments.

Stephen Lorentz is a CFP® professional with 31 years of industry experience. He has been with Synovus Securities, Inc. since 1995 and also worked at Synovus Bank during that time. He recently joined Pinnacle Bank in 2026. Outside of his advisory work, he serves as a committee member on the staff-parish committee at St. Paul United Methodist Church. 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 a risk-tolerance questionnaire and due-diligence processes to guide portfolio management on the Envestnet platform and provides access to alternative investments and outside money managers.

Reagan Caruso is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Synovus Securities, he worked at LandrumHR and Merrill Land Company, Inc/Great Southern Restaurant Group of PNS. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, providing investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments through discretionary and non-discretionary portfolio management programs.

Harrison Saunders is a financial advisor at Synovus Securities, Inc. based in Birmingham, AL. He holds a Series 65 credential and has one year of industry experience, including roles at Pinnacle Bank and several advisory firms since 2024. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, employing a client risk-tolerance approach to asset allocation and manager selection through the Envestnet platform.

Sandra Scott is a financial advisor with Synovus Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. Her career includes roles at SunTrust Advisory Services and Synovus bank, and she joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through various managed account programs. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Archie Thompson Jr. is a CFP® professional with 18 years of experience in financial advisory. He is currently with Synovus Securities, Inc. and transitioned to Pinnacle Bank in 2026. His prior experience includes positions at Wells Fargo Advisors and Wells Fargo Clearing. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Patrick Perry Jr. is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes multiple roles at Synovus Securities and Synovus Bank, as well as Sea Island Bank and Pinnacle Bank. Outside of his advisory work, he is a 50% owner of Tour Junkies, LLC. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services with a variety of portfolio management options on the Envestnet platform, utilizing a risk-tolerance based approach to asset allocation and manager selection.

Teresa Ann Eidson Hand is a financial advisor at Synovus Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Synovus Securities since 1999, as well as the related Synovus bank entities. Outside of her advisory role, she serves as Vice President of Lawns by Hand, Inc., a landscape business. Synovus Securities, Inc. serves individual and high-net-worth investors along with institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs guided by risk-tolerance assessments and due diligence processes.

Isoldy Guzman is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Pinnacle Bank and Bank of America, as well as multiple positions within Synovus Securities and Synovus Bank. Synovus Securities serves a diverse client base that includes individual and high-net-worth investors, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing the Envestnet platform to provide portfolio management tailored to client risk tolerance.

Marion Holland is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 27 years of industry experience. Holland has worked at Synovus Securities since 1998, including time at Synovus Bank, and recently joined Pinnacle Bank in 2026. Holland serves as Treasurer for the Tift County Bar Association, a civic group for attorneys. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with a range of advisory and brokerage services, including managed accounts and financial planning. The firm uses the Envestnet platform for portfolio management and offers access to alternative investments and educational services for ERISA plans.

Allison Parsons is a financial advisor at Synovus Securities, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at several related firms, including SunTrust Advisory Services and Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs both discretionary and non-discretionary portfolio management programs on the Envestnet platform, utilizing a risk-tolerance questionnaire for asset allocation and manager selection.

Alan Posey is a CFP® with six years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked at Pinnacle Bank, Synovus Securities, Synovus Bank, and Wells Fargo Clearing, among other positions. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients such as banks, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers both advisory and brokerage services, utilizing a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk tolerance and a rigorous due-diligence process.

Neil Knierim is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, with 13 years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Pinnacle Bank, Synovus Bank, Wells Fargo Clearing, BBVA Wealth Solutions, and Principal Financial Services. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning. The firm employs a risk-tolerance based investment approach and provides access to alternative investments and outside money managers.

Nancy Thrasher is a CFP® with 44 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2001 and has also operated a business providing bookkeeping and tax preparation services. Additionally, she maintains an active real estate license. Synovus Securities serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs and access to alternative investments.

Comer Woodruff Jr. is a financial advisor with Synovus Securities, Inc. based in Newnan, GA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Thornburg Investment Management, Voya Investment Management, and Stadion Money Management. He joined Synovus Securities in 2023 and transitioned to Pinnacle Bank in 2026. Synovus Securities serves a diverse client base that includes individual, high-net-worth, and institutional investors. The firm provides investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs on the Envestnet platform, utilizing a risk-tolerance questionnaire to guide asset allocation and manager selection.

Jonathan Ferro is a CFP® professional with 15 years of industry experience. He currently works at Synovus Securities, Inc. and will join Pinnacle in 2026. His prior roles include positions at Edward Jones, Cetera Investment Services, Regions Bank, LPL, and VyStar Credit Union. 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 a risk-tolerance questionnaire and due-diligence processes on the Envestnet platform to guide portfolio management and also provides educational services and access to alternative investments for qualified investors.

Kellie Krakoviak is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and McMillian and Associates. Outside of her advisory work, she is a consultant for Rodan and Fields, marketing skincare products. Synovus Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional investors. The firm provides a range of investment advisory and brokerage services using both discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Jason Christopher is a financial advisor at Synovus Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has prior work history at First Citizens Bank and First Citizens Investor Services. There are no notable outside activities reported. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services, utilizing a range of managed account programs and a risk-tolerance approach to portfolio management.