Howard Daugherty Jr. is a CFP® with 19 years of industry experience, currently with Synovus Securities, Inc. He has worked at multiple financial firms including LPL Financial, United Community Banks, Inc., and Pinnacle Bank. His career includes roles both at securities firms and banks. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients through investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs, leveraging the Envestnet platform and a risk-tolerance questionnaire to guide investment decisions.

Grady Saunders is a financial advisor at Synovus Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Synovus Bank and Cannon Financial Institute. Saunders serves as treasurer for the Entrepreneurship Club at Dunwoody High School's Finance Academy and is chairman of the board for the Greater Perimeter Chamber of Commerce. Synovus Securities, Inc. provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients, offering a variety of managed account programs and financial planning solutions. The firm uses the Envestnet platform for portfolio management and maintains affiliations that expand its range of financial services.

Michelle Mc Coy is a financial advisor at Synovus Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Synovus Bank, AgSouth, and Southeastern Specialty Mfg. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including separately managed accounts, model portfolios, financial planning, and access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk tolerance and due diligence processes.

Timothy Mclean is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes long-term roles at Synovus bank and Synovus Securities, and most recently Pinnacle Bank. Synovus Securities serves individual, high-net-worth, and institutional clients by providing both investment advisory and brokerage services, including managed account programs guided by client risk tolerance and due diligence processes.

Lori Reaves is a Series 66-licensed financial advisor with 13 years of industry experience. She currently works at Synovus Securities, Inc. and Pinnacle Bank, having been with the Synovus organization since 2011. 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 through various managed account programs, using a risk-tolerance questionnaire and due diligence processes to guide portfolio management.

Brooks Robinson is a financial advisor at Synovus Securities, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His career includes roles at Synovus Securities and Synovus Bank since 2006, and he 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. The firm employs a risk-tolerance based approach to asset allocation and manager selection, delivering portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

John Carter II is a financial advisor with Synovus Securities, Inc. based in Newnan, GA, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His career includes roles at Synovus Trust Company, Pinnacle Bank, SunTrust Advisory Services, and Banc of America Investment Services. Outside of his advisory work, he owns a single-family rental property. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes the Envestnet platform for portfolio management and offers additional services such as educational programs for ERISA plans and referrals to outside money managers.

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.

Archie Thompson Jr. is a CFP® with 18 years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked at Synovus and its affiliates since 2019 and recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm uses a risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

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.

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® professional with six years of industry experience, currently with Synovus Securities, Inc. in Newnan, GA. His prior roles include positions at Wells Fargo Clearing and Synovus bank. He has held a variety of roles across financial services and hospitality sectors over the past decade. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services that include managed accounts and financial planning. The firm employs a risk-tolerance based approach to asset allocation and manager selection, providing access to a range of investment products and educational services.

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.

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.

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.

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.