Jonathan Duke is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes long-term service at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses the Envestnet platform for portfolio management and maintains affiliations that provide additional financial services and referral opportunities.

Andrew Gay Jr. is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Synovus Securities since 2016, with additional tenure at Synovus Bank and Pinnacle Bank. Outside of his advisory role, he serves as president of the Men’s Golf Association at Highland Country Club, assisting with funding golf-related projects. Synovus Securities, Inc. serves individual and institutional clients, offering both investment advisory and brokerage services across a range of managed account platforms. The firm utilizes a risk-tolerance questionnaire and due diligence processes to guide portfolio management and provides access to alternative investments and external money managers.

Evan Dorman is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Synovus Securities and Synovus Bank dating back to 2014. Outside of his advisory work, he serves as a board member and secretary of Domicilie Interiors, a home decor business, where he contributes by managing the store’s financials monthly. Synovus Securities, Inc. serves individual and institutional clients by providing investment advisory and brokerage services, including separately managed accounts and unified managed accounts. The firm employs a risk-tolerance approach on the Envestnet platform for portfolio management and offers access to alternative investments and outside money managers.

Julio Roque is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL. He holds Series 66 and Series 63 credentials and has 24 years of industry experience. His prior roles include positions at Cetera Investment Services LLC and Regions Bank before joining Synovus in 2019. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services. The firm uses the Envestnet platform to offer discretionary and non-discretionary portfolio management guided by client risk-tolerance assessments and applies due diligence to manager selection.

Gene Perkins is a financial advisor at Synovus Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Synovus and related entities since 2017, most recently joining Pinnacle Bank in 2026. Perkins serves as a Senior Director of Private Wealth Banking at Synovus Bank and is involved in community activities including mentoring students at the University of Georgia and serving on the board of the National Infantry Museum Foundation. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm employs both discretionary and non-discretionary portfolio management programs, emphasizing due diligence and client risk tolerance in asset allocation and manager selection.

Manuel Vega is a financial advisor at Synovus Securities, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at SunTrust Advisory Services and SunTrust Bank. Outside of his advisory role, Manuel manages an online retail business focused on golf products. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, incorporating risk-tolerance assessments and due diligence to guide asset allocation and manager selection.

Joseph Stout is a financial advisor with Synovus Securities, Inc. based in Port Charlotte, FL. He holds a Series 66 designation and has 12 years of industry experience, including roles at Morgan Stanley and Morgan Stanley Private Bank. He has been with Synovus Securities and Pinnacle Bank since 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs through the Envestnet platform and provides access to various managed accounts, financial planning, and alternative investments.

Stephen Taylor is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Synovus Securities, Inc. since 2015 and will join Pinnacle Bank in 2026. Outside of his financial advisory role, he is a member of Caroline Cavanaugh, LLC, a real estate holding company. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm uses Envestnet platforms to guide portfolio management through both discretionary and non-discretionary strategies.

Diana Gaus is a financial advisor at Synovus Securities, Inc. with 33 years of industry experience. She holds Series 63 and Series 66 designations and has worked extensively within the Synovus organization since 1987, including roles at Synovus Securities and Synovus Bank. In 2026, she joined Pinnacle Bank following the firms' affiliation. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning. The firm utilizes the Envestnet platform for portfolio management, integrates internal and external due diligence, and provides access to alternative investments and educational services.

Leslie McGill is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. Leslie's career includes roles at First Commercial Bank and Synovus bank before joining Pinnacle Bank in 2026. 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 risk tolerance assessments and due diligence processes to guide investment decisions.

Jennifer Dunaway is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her career includes roles at multiple Synovus entities and BBVA affiliates, as well as Pinnacle Bank beginning in 2026. Synovus Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional investors. The firm provides investment advisory and brokerage services using discretionary and non-discretionary programs on the Envestnet platform, applying risk-tolerance assessments and due diligence to guide portfolio management.

Jarrett Hindrew is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding CFP® and ChFC® designations and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. He also volunteers as a mentor for aspiring CFP professionals with the CFP Board. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs guided by client risk profiles and offers access to alternative investments and outside money managers.

John Woodford Jr. is a financial advisor at Synovus Securities, Inc. with 26 years of industry experience. He holds the Series 66 designation and has worked at Synovus and SunTrust-related firms since 2001. Outside of his advisory role, he is involved with Woodford Family Holdings LLC, an entity focused on purchasing and maintaining real estate properties. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering a range of advisory and brokerage services supported by portfolio management programs on the Envestnet platform.

Pedro Zamora is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include tenures at Cetera, Compass Employee Benefits Group, and Synovus Bank. Zamora serves as a board member and treasurer for Families First of Palm Beach County, a nonprofit organization. Synovus Securities, Inc. provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients. The firm employs a mix of discretionary and non-discretionary portfolio management programs using the Envestnet platform, offering access to various managed accounts, financial planning, and alternative investments.

Michael Murray is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Synovus Securities since 2005. 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 uses a combination of discretionary and non-discretionary portfolio management programs supported by a structured due-diligence process and serves a diverse client base.

Edward Fowler is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 23 years of industry experience. His career includes extensive service at Synovus Securities and Synovus Bank since 2002 and he recently joined Pinnacle Bank in 2026. Outside of his advisory role, he serves on several local boards including Wellstar Douglas Hospital Regional Board, West Georgia Technical College Foundation Board, and the Housing Authority of Douglas County. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients offering both advisory and brokerage services with a range of investment programs. The firm employs a risk-tolerance based asset allocation approach and has access to alternative investments and outside money managers through its managed account platforms.

James Mckenzie is a CFP® and CFA® charterholder with three years of industry experience. He is currently affiliated with Synovus Securities, Inc. and CREATIVE Financial Group. His background includes roles at Synovus Financial Corporation and teaching positions at Mercer University and St. Pius X Catholic School. Synovus Securities, Inc. serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering both advisory and brokerage services with a variety of managed account programs and financial planning options.

Donna Stricklin is a Series 66 licensed advisor with Synovus Securities, Inc., based in Birmingham, AL, and has 10 years of industry experience. She has worked at Synovus Securities and Synovus Bank in various roles since 1999 and joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services across a range of products including separately managed accounts, mutual funds, ETFs, and alternative investments. The firm employs discretionary and non-discretionary portfolio management programs guided by risk-tolerance assessments and due diligence processes.

Carol Warren is a financial advisor with Synovus Securities, Inc. in Atlanta, GA. She holds a Series 63 designation and has 24 years of industry experience, including 25 years with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through discretionary and non-discretionary programs on the Envestnet platform. The firm provides access to a range of managed accounts, financial planning, and alternative investments.

Allyson Kiel is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her work history includes roles at Synovus Bank, Synovus Securities, Pinnacle Bank, SunTrust Bank, and Suntrust Advisory Services. Outside of her advisory practice, she is a member of JAK Reserve LLC, a business involved in property management with outsourced day-to-day operations. Synovus Securities serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs on the Envestnet platform.