Amanda Lambertus is a Series 66-licensed financial advisor with 14 years of industry experience. She has been with Synovus Securities, Inc. since 2005. 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 client risk-tolerance questionnaire to guide asset allocation and manager selection, providing portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

William Jennette is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, Synovus Bank, and Pinnacle Bank. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services across various managed account programs. The firm uses a client risk-tolerance questionnaire to guide asset allocation and manager selection, providing portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Michael Crowe is a CFP® professional with 19 years of experience in the financial industry. He has been with Synovus Securities, Inc. since 2019 and recently joined Pinnacle Bank in 2026. Outside of his advisory work, he owns and manages a short-term rental property in Jay, Vermont. 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 access to alternative investments. The firm uses a risk-tolerance based approach to portfolio management and provides additional services such as educational programs for ERISA plans and referrals to outside money managers.

Stephanie Heard is a financial advisor at Synovus Securities, Inc. with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Synovus Securities and Synovus Bank in various roles since 1991. She joined Pinnacle Bank in 2026. Synovus Securities, Inc. 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 employs a client risk-tolerance questionnaire to guide asset allocation and manager selection, utilizing both discretionary and non-discretionary portfolio management programs.

Jenna Davis is a financial advisor at Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation with one year of industry experience. She has worked with Synovus Securities and Synovus Bank since 2019 and joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through a variety of programs on the Envestnet platform. The firm provides access to alternative investments and educational services for ERISA plans, utilizing internal and external due diligence in portfolio management.

John Wrenn Sr. is a financial advisor at Synovus Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Synovus Securities since 2000 and Synovus Bank from 2006 to 2025, most recently joining Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services including managed accounts, mutual fund and ETF portfolios, financial planning, and alternative investments. The firm uses the Envestnet platform to deliver portfolio management tailored to client risk tolerance and provides additional services such as educational programs for ERISA plans and access to private offerings for qualified investors.

Sergio Fernandez is a CFP® with 34 years of industry experience, currently affiliated with Synovus Securities, Inc. and Pinnacle Bank since 2026. He previously worked at Synovus bank and Synovus Securities from 2020 to 2025, and with firms including 360 Advisors, LLC and Cetera from 2003 to 2020. He maintains an ongoing role as an independent insurance agent receiving residual commissions from prior disability and long-term care insurance policies. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Mary Tanner is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and 14 years of industry experience. She has worked at Synovus Securities since 2016 and recently joined Pinnacle Bank in 2026. Outside of advising, she owns a rental property in Oxford, MS. Synovus Securities serves a diverse client base including individual and high-net-worth investors, as well as institutional clients such as banks and pension plans. The firm offers a range of investment advisory and brokerage services, utilizing a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Christina Mclaughlin is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Christina has worked extensively within the Synovus organization since 2007, including roles at Synovus Bank and Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses a risk-tolerance questionnaire and due diligence processes to guide portfolio management and provides access to both discretionary programs and outside money managers.

Wallace Weathers is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Synovus Securities, Inc. and will join Pinnacle Bank starting in 2026. His prior experience includes roles at Cetera Investment Services LLC and Regions Bank. Outside of his advisory work, he serves as a board member and trustee for the Birmingham Historical Society and is the assistant treasurer for the Birmingham Beaux Art Krewe, which raises funds for the Birmingham Museum of Art. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs through the Envestnet platform, applying due diligence to manager selection and using client risk tolerance to guide asset allocation.

Drake Mccormick is a CFP® and holds a Series 66 license with seven years of experience in the financial industry. He has worked at Synovus Securities, Inc. since 2018 and transitioned to Pinnacle Bank in 2026. Prior to his financial career, he spent ten years in full-time education. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes Envestnet’s platform to deliver portfolio management through discretionary and non-discretionary programs guided by client risk tolerance and conducts internal and external due diligence on investment managers.

Farley Haralson is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2006 and joined Pinnacle Bank in 2026. 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 uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Jonathan Johnson II is a Series 66-licensed financial advisor with Synovus Securities, Inc., based in Newnan, Georgia. He has five years of industry experience, including roles at Pinnacle Bank, Synovus Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Johnson participates in marriage retreats with the Winshape Foundation and volunteers as a musician and youth group helper at First Presbyterian Church in Rome, Georgia. Synovus Securities serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform. The firm also offers access to alternative investments and provides educational services for ERISA plans.

Michael Marchetti is a financial advisor at Synovus Securities, Inc. with 27 years of industry experience. He holds the Series 66 designation and has worked at Synovus Securities since 1998, including positions at Synovus Bank and Pinnacle Bank. Outside of his advisory role, Marchetti is involved as a general partner in a land and cattle timber business through Marchetti Investments, LLC. 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 the Envestnet platform for portfolio management and refers clients to outside money managers while providing access to alternative investments and educational services.

Keith Wood is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Synovus entities since 2019 and previously at Raymond James Financial Services from 2015 to 2019. Outside of his advisory role, he is president of Premier Orlando Rides LLC, a transportation business where he manages administrative duties and vehicle acquisitions. 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 risk tolerance assessments and due diligence processes to guide portfolio management, and it provides access to alternative investments and educational services for ERISA plans.

Jane Prevost is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes roles at Bank of America, Merrill Lynch, and various positions within Synovus entities. She serves as President of the Ashley Hall Alumnae Association Board, where she organizes events and facilitates alumnae engagement. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs delivered through the Envestnet platform.

Heather Kirkland is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding a Series 66 designation and eight years of industry experience. She has been with Synovus Securities since 2016. Outside of her advisory role, she is a member of White Oaks Berry Farm, an agricultural business in Hamilton, Georgia, where she manages administrative duties. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering a range of investment advisory and brokerage services with a portfolio management approach that incorporates both discretionary and non-discretionary programs through the Envestnet platform.

Kevin Murray is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His previous roles include positions at Truist Investment Services, INC. and Synovus bank. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services with a range of solutions including managed accounts and alternative investments. The firm employs a client risk-tolerance questionnaire and due-diligence processes to guide portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Ryan Dohallow is a CFP® with 21 years of industry experience, currently affiliated with Synovus Securities, Inc. He previously spent 15 years with OSAIC in various roles. 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 access to alternative investments through the Envestnet platform.

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.