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Diana G

Series 63, Series 66

Newnan, GA

Synovus Securities, Inc.

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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John W

Series 66

Newnan, GA

Synovus Securities, Inc.

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Edward F

Series 66

Newnan, GA

Synovus Securities, Inc.

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Allyson K

Series 63, Series 66

Newnan, GA

Synovus Securities, Inc.

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Ray M

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Ray Mckinney Jr. is a financial advisor with Synovus Securities, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at Synovus Securities and Synovus Bank since 2016, and he recently joined Pinnacle Bank in 2026. Outside of his advisory work, he serves on the board of the W.T. McArthur Family Farm Foundation, a private foundation focused on historical preservation in Georgia. Synovus Securities, Inc. offers investment advisory and brokerage services to individual, high-net-worth, and institutional clients. The firm manages portfolios using a mix of discretionary and non-discretionary programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Konda P

Series 66

Newnan, GA

Synovus Securities, Inc.

Konda Pollard is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Synovus Trust Company, Synovus Bank, and Pinnacle Bank, reflecting extensive tenure within related financial institutions. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs and financial planning. The firm employs a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, utilizing risk-tolerance assessments and due diligence to guide investment decisions.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Vance W

CFP®, Series 66

Newnan, GA

Synovus Securities, Inc.

Vance Whitley is a CFP® professional with nine years of industry experience currently affiliated with Synovus Securities, Inc. in Newnan, GA. His career includes roles at Synovus bank and Synovus Securities, and as of 2026, he is associated with Pinnacle Bank. Whitley serves as a board member and treasurer of the Columbus Botanical Garden, where he participates on the finance committee. Synovus Securities, Inc. provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients, offering various managed account programs and financial planning solutions. The firm utilizes a client risk-tolerance approach for portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Yutaka N

Series 66

Newnan, GA

Synovus Securities, Inc.

Yutaka Nakamura is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and three years of industry experience. His background includes roles at Synovus Bank and Pinnacle Bank. Synovus Securities, Inc. serves a diverse client base ranging from individual investors to institutional clients, offering a variety of investment advisory and brokerage services. The firm utilizes both discretionary and non-discretionary portfolio management programs supported by the Envestnet platform and maintains affiliations with Pinnacle Financial Partners and related entities.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Eduardo L

Series 63, Series 66

Newnan, GA

Synovus Securities, Inc.

Eduardo Lopez is a financial advisor with Synovus Securities, Inc. who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Bank and joined Pinnacle Bank in 2026. Outside of his advisory work, he writes science fiction and fantasy novels, currently preparing to self-publish under the name ET Lopez. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services across a range of managed account programs. The firm utilizes the Envestnet platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Allen C

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Allen Curry is a financial advisor at Synovus Securities, Inc. with 30 years of industry experience. He has held roles at Synovus Securities and Synovus Bank since 2002 and recently joined Pinnacle Bank in 2026. He holds Series 63 and Series 65 licenses. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services through a range of managed account programs and financial planning solutions. The firm uses a risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Guy S

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Guy Sexton III is a financial advisor at Synovus Securities, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes long-term tenures at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers investment advisory and brokerage services using discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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William R

Series 65, Series 63

Newnan, GA

Synovus Securities, Inc.

William Roundtree is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Synovus Securities and Synovus Bank since 2016 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 various managed account programs. The firm uses the Envestnet platform for portfolio management and provides access to alternative investments alongside financial planning and educational services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Megan G

Series 66

Newnan, GA

Synovus Securities, Inc.

Megan Gordon is a financial advisor at Synovus Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities and Synovus Bank since 2017, as well as Bank of North Georgia prior to that. Gordon recently joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors, as well as institutional clients, offering both advisory and brokerage services with a range of investment options and portfolio management programs based on client risk tolerance.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Rufus K

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Rufus Kirkland Jr. is affiliated with Synovus Securities, Inc. and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial industry, including roles at Synovus Securities and Synovus Bank. Since 2026, he has also been connected with Pinnacle Bank. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services supported by various managed account programs and access to alternative investments. The firm uses a disciplined portfolio management approach on the Envestnet platform and provides financial planning, educational services, and referrals to outside money managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Phillip A

Series 66

Newnan, GA

Synovus Securities, Inc.

Phillip Aldridge is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 credential and bringing 26 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2016 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including separately managed accounts and alternative investments. The firm uses a client risk-tolerance questionnaire and Envestnet’s platform to guide portfolio management and provides educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Caroline M

Series 66

Newnan, GA

Synovus Securities, Inc.

Caroline Moyer is a financial advisor with Synovus Securities, Inc. based in Newnan, GA. She holds a Series 66 designation and has six years of industry experience. Her work history includes multiple roles at Synovus Bank and Synovus Securities, as well as a prior position at The Blue Door Boutique. Synovus Securities serves individual and high-net-worth investors along with institutional clients such as banks, pension plans, and charitable organizations. The firm offers a variety of investment advisory and brokerage services, employing both discretionary and non-discretionary portfolio management programs guided by client risk profiles and rigorous due diligence.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Keven P

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Keven Parks is a financial advisor at Synovus Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively within the Synovus organization since 1999, including roles at Synovus bank and Pinnacle Bank. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and maintains affiliations that expand client service capabilities.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Elysabeth D

Series 63, Series 66

Newnan, GA

Synovus Securities, Inc.

Elysabeth Dalton is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. Her career includes tenure at Synovus Securities and Synovus Bank dating back to 2001, and most recently at Pinnacle Bank since 2026. Synovus Securities, Inc. serves individual and high-net-worth investors, as well as institutional clients, offering investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm utilizes portfolio management programs on the Envestnet platform tailored to client risk tolerance, and provides additional services such as ERISA plan education and referrals to outside money managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Laura G

Series 66

Newnan, GA

Synovus Securities, Inc.

Laura Golden is a financial advisor at Synovus Securities, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked within Synovus Securities and Synovus Bank in various roles since 2006. In 2026, she joined Pinnacle Bank while maintaining her association with Synovus Securities. Synovus Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and brokerage services. The firm utilizes both discretionary and non-discretionary portfolio management programs, applying rigorous due diligence and risk-tolerance assessments to guide asset allocation and manager selection.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Luther R

Series 66

Newnan, GA

Synovus Securities, Inc.

Luther Rutledge is a financial advisor at Synovus Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at Synovus Securities since 1999, including a recent transition to Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners, providing clients additional banking and trust resources.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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