Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.

Elizabeth Edwards is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds a Series 66 designation and has 10 years of industry experience. Her career includes roles at Synovus bank from 2009 to 2026 and Pinnacle Bank starting in 2026. 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 combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform and refers clients to outside money managers while providing educational services for ERISA plans.

Roderick Payton is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Synovus Securities in various capacities since 2007. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm utilizes the Envestnet platform for portfolio management and combines internal and external due diligence to guide investment decisions.

Patrick Wingfield is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license with one year of industry experience. His career includes roles at Pinnacle Bank, Synovus Trust Company, and Synovus bank. Outside of financial services, he has experience working with Mamaka Bowls and Camp Ozark. Synovus Securities serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services. The firm uses a range of portfolio management programs on the Envestnet platform and provides access to alternative investments, along with educational services for ERISA plans.

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.

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.

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.

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.

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.

Stephen Taylor is a CFP® professional with 20 years of experience in the financial industry. He is currently with Synovus Securities, Inc. and began working with Pinnacle Bank in 2026. His prior positions include multiple roles within Synovus Securities and Synovus Bank since 2015. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through a range of managed account programs and financial planning solutions. The firm utilizes a client risk-tolerance approach for asset allocation and manager selection and provides access to alternative investments and educational services for ERISA plans.

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.

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.

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.

Walter Huxford III is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Regions Bank and Synovus Bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing the Envestnet platform for portfolio management and offering access to alternative investments and educational services.

Gaines Grelier Kohn is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Synovus Securities since 2012 and Pinnacle Bank since 2026. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning solutions. The firm utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform, incorporating risk-tolerance assessments and due diligence in manager selection.

Hastings Marks is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Birmingham, AL, having four years of industry experience. His career includes multiple roles within Synovus Bank and a recent position at Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering both investment advisory and brokerage services. The firm utilizes Envestnet’s platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.

Murry Vaughan is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations with 35 years of industry experience. He has been with Synovus Securities since 1999. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients such as banks and pension plans. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs through the Envestnet platform.

Joseph Griffin Jr. is a financial advisor with Synovus Securities, Inc. and holds a Series 66 designation. He has six years of industry experience and has worked at Synovus Securities and Synovus Bank since 2015. In 2026, he joined Pinnacle Bank, affiliated with Synovus Securities. 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 client risk-tolerance questionnaire and due diligence processes to guide portfolio management 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.

Mary Tanner is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and 13 years of industry experience. She has worked at Synovus Securities and Synovus Bank since 2016 and will be affiliated with Pinnacle Bank starting in 2026. Outside of her advisory role, she owns a rental property, which is managed by a property manager. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services through a range of managed account programs and financial planning. The firm utilizes a client risk-tolerance questionnaire and due diligence processes to guide investment decisions and provides access to alternative investments and educational services for ERISA plans.

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.

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 Lewis is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with 11 years of industry experience. He has been with Synovus Securities since 2016. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers a range of investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Ronald Wood is a CFP® professional with 26 years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked with Synovus Securities and Synovus Bank since 2002 and recently joined Pinnacle Bank in 2026. He holds Series 63 and Series 66 licenses. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. 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.