Bryan Blair is a CFP® professional with over 32 years of experience in the financial services industry. He has worked with multiple firms, including Multi Financial Securities Corporation since 2004 and First Newnan Insurance Group since 2002. He currently operates Wealth Partners, Inc. in Newnan, GA. Wealth Partners primarily serves individual clients, professionals, retirees, and small-to-medium business owners, offering fee-only financial planning and portfolio management under a fiduciary standard. The firm employs a systematic investment process focused on risk-controlled active management, combining strategic asset allocation with tactical adjustments and attention to low-cost investment options.

Daniel Johnson is a financial advisor at FamilyRoot Wealth Advisors, LLC in Newnan, GA, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Osaic, Regions Securities LLC, Regions Bank, and SunTrust Robinson Humphrey, Inc. FamilyRoot Wealth Advisors, LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a disciplined investment approach based on Modern Portfolio Theory, combining passive and active strategies to align portfolios with clients’ objectives and risk tolerances.

Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

Kimberly Lowery is a CFP® professional with six years of experience in financial advisory services. She has led KL Financial LLC since 2017 and previously worked for Coweta County Schools and Palmetto Tax Service. KL Financial LLC provides financial planning, tax planning, accounting, and related consulting to individuals, trusts, and small businesses. The firm integrates professional tax credentials with ongoing tax preparation and accounting services, focusing on planning-centered advice without discretionary portfolio management or percentage-of-assets fees.

Christopher Torres Gilbes is a financial advisor at William Joseph Capital Management, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining William Joseph Capital Management in 2024, he worked for over a decade at Christopher R. Torres, CPA. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm manages approximately $469 million in discretionary assets and utilizes both proprietary and third-party sub-advisors to tailor client portfolios.

Nancy Lanier is a financial advisor with Synovus Securities, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked for Hull Barrett, P.C. for over two decades. Outside of her advisory work, Lanier serves as a trustee on the board of Augusta Preparatory Day School, participating in the school's annual fund and oversight activities. Synovus Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm uses a risk-tolerance approach to portfolio management and maintains affiliations that provide access to banking and trust services.

Lisa Wilson is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Synovus Securities, Synovus Bank, and SunTrust Investment Services. She joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients through investment advisory and brokerage services. The firm employs a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and offers access to alternative investments and educational services for ERISA plans.

Dave James is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. His career includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, Fidelity Bank, and BB&T Investments and Bank. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a variety of portfolio management programs on the Envestnet platform and access to alternative investments.

Felicia Victoria is a financial advisor at Synovus Securities, Inc. with 22 years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities since 2014, including roles at Synovus Bank and, most recently, Pinnacle Bank starting in 2026. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both investment advisory and brokerage services. The firm uses the Envestnet platform for portfolio management, combining discretionary and non-discretionary programs guided by client risk assessments and due diligence processes.

Harold Slade 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 roles at SunTrust Advisory Services and multiple positions within Synovus entities prior to joining Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and 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 various investment options, including alternative investments for qualified investors.

Erika Chambliss is a financial advisor at Synovus Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Synovus Securities and Synovus Bank since 2019, as well as Nationwide prior to that. Since 2026, she has been affiliated with Pinnacle Bank. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform, and provides access to alternative investments and educational services for ERISA plans.

Adrienne Medlin is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at BB&T Securities, SunTrust Advisory Services, and Synovus Bank. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs on the Envestnet platform, and offers access to alternative investments and educational services for ERISA plans.

Travis Wade is a CFP® with 27 years of experience in the financial industry. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having worked across several Synovus entities since 1998. Outside of his advisory role, he serves on finance committees for a school, a nonprofit foundation, and a church. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services through a range of managed account programs and financial planning. The firm uses discretionary and non-discretionary portfolio management strategies with due diligence processes to select managers and refers clients to outside managers while providing educational services for ERISA plans.

Jason Evans is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Synovus Securities and Synovus bank since 2016 and joined Pinnacle Bank in 2026. Outside of his advisory role, he co-owns a business involved in house flipping with his wife. 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, utilizing both discretionary and non-discretionary portfolio management programs guided by client risk tolerance and due diligence.

Scott Hollowell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has previously worked with LPL Financial and Independent Financial Partners. Outside of his advisory work, he serves as a member of the Fayette County Board of Education and has participated as a film and TV extra. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms across a network of 219 advisory representatives.

Diana Marazia Sanford is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior roles include positions at Charles Schwab and Synovus bank. Synovus Securities serves a diverse clientele including individual, high-net-worth, and institutional investors. The firm provides investment advisory and brokerage services with a variety of managed account programs and financial planning solutions, utilizing a mix of discretionary and non-discretionary portfolio management strategies on the Envestnet platform.

Joanna Cole is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 66 designations and has 12 years of industry experience. Her career includes roles at Wells Fargo, SunTrust, and Ernst & Young. Outside of her advisory work, she is involved in an antique and vintage sales business operated with a close friend. Synovus Securities serves a diverse client base, including individual, high-net-worth, and institutional investors, offering a range of investment advisory and brokerage services. The firm uses 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.

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.

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.

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.