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.

Jay Mcgowan is a financial advisor at The Welch Group, LLC in Birmingham, AL, with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. His prior roles include positions at LPL Financial LLC, FI-Plan Partners, and Berk Cleveland Rathmell Wealth Strategies, LLC. The Welch Group, LLC is a multi-team registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $3.2 billion in client assets and offers discretionary portfolio management, financial planning, and family-office services tailored to clients' objectives using a variety of analytical approaches.

Audie Rea is a financial advisor at StoneX Advisors Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2018, following a decade at Stifel Nicolaus & Co. Inc. Outside of his advisory role, he is president and owner of Pinetucky Farms, where he is involved in farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm uses a range of proprietary and third-party investment solutions and operates as part of the broader StoneX Group, offering integrated clearing, custody, and lending services.

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.

Jeffery Riley is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He holds a Series 63 designation and has worked previously at L&R Wealth Management, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he serves as an outside agent for United Healthcare in small group health insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting among other services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to implement strategies through various portfolio solutions and third-party money managers.

Thomas Wagner is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Welch Group, LLC since 2006. He is based in Birmingham, AL. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about two dozen advisors and over a thousand clients. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, consulting, and family-office services.

Peter Saab is a Series 66-licensed financial advisor with StoneX Advisors Inc. in Birmingham, AL. He has prior experience with NextSite, LLC and Chance Partners, each for ten years, before joining StoneX in 2025. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.

Nicole Clarke is a financial advisor at Waverly Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has previously worked at SII Investments, Inc. and Strategiq Financial Group LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Robert Lasater is a financial advisor at Advisors Capital Management, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Advisors Capital Management since 2015. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with fundamental, quantitative, and qualitative research.

Kerry Maldonado is a financial advisor with NBC Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with NBC Securities since 2002. Outside of his advisory role, Maldonado is involved as a partner in a furniture refinishing business and participates in operations at a local remodeling company. Lanark Financial, Inc. provides investment advisory services and financial planning to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, combining discretionary manager selection and model portfolios with fundamental and technical analysis.

Haile Frickey is a financial advisor at The Welch Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Bridgeworth Wealth Management, Pivotal Finance, ShineOn Living, and The University of Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets for individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and family-office services, using a combination of fundamental, technical, and cyclical analysis tailored to each client's objectives.

Matthew Lemen is a financial advisor with Arkadios Wealth Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions with Northwestern Mutual and operating Rfg Advisory, LLC dba Lemzar Capital. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management strategies, blending fundamental, technical, and cyclical analysis.

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.

Thomas Newbauer is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Quest Capital Strategies, Inc. for 18 years before joining StoneX in 2019. Outside of his advisory role, he serves as a trustee monitoring equity transactions for a family partnership. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated clearing, custody, and lending capabilities.

Charles Smith is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding the CFP®, CFA®, and Series 66 designations with 21 years of industry experience. He has been with The Welch Group since 2002. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about two dozen advisors and over a thousand clients. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to each client's objectives.

Celeste Courtney is a financial advisor at NBC Securities, Inc. with one year of industry experience. She holds the Series 66 designation and has prior work experience in real estate and education. NBC Securities operates under Lanark Financial, Inc., which provides advisory services and brokerage solutions to a diverse client base, including individuals, institutional clients, and ERISA-qualified accounts. The firm offers multiple fee-based programs featuring discretionary manager selection, model portfolios, and overlay management.

John Cox Jr. is a CFA® charterholder with 23 years of industry experience. He currently serves as a financial advisor at Waverly Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Warren Averett Asset Management, LLC and Kinsight, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers services including investment management, financial planning, and retirement plan consulting.

Ann Haas is a financial advisor at 1919 Investment Counsel, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with 1919 Investment Counsel since 2015. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm constructs customized portfolios focusing on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and benefits from its affiliation with Stifel Financial Corp.

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.