Sarah Clayton is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. She currently serves at LongView Wealth Management and M.S. Howells & Co., having previously worked at Cambridge Investment Research and FineLine Technologies. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, offering services such as asset management, financial planning, divorce consulting, and access to third-party manager programs.

Blake Bourne is a financial advisor at Synovus Securities, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Synovus Securities since 2010. Outside of his advisory role, Bourne serves as a referee for the Columbus Wrestling Officials Association, a position he has held since 2005. Synovus Securities, Inc. provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm utilizes the Envestnet platform to deliver portfolio management through discretionary and non-discretionary programs, guided by client risk tolerance and due diligence processes.

Adam Cader is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. He serves as treasurer for the Coastal Empire Disaster Relief Committee, a nonprofit organization providing guidance for those affected by disasters. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services across a range of products and managed account programs. The firm employs a risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

Gene Gunderson is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He serves as an officer and director of compliance for Synovus Trust Company, an affiliate of Synovus Securities. Synovus Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services, including managed account programs and financial planning, utilizing both discretionary and non-discretionary portfolio management approaches.

Christian Lau is a CFP® with 25 years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked at Synovus Securities since 2019 and previously held positions at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, INC. He joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes the Envestnet platform for portfolio management and refers clients to outside money managers while providing educational services for ERISA plans.

Brandon Fields is a CFP® with 13 years of industry experience, currently affiliated with Synovus Securities, Inc. and Synovus Trust Company in Columbus, GA, where he has worked since 2013 and 2014 respectively. 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 discretionary and non-discretionary portfolio management on the Envestnet platform, guided by client risk assessments and manager due diligence.

Robert Law is a CFP® professional with 40 years of industry experience, currently serving at Synovus Securities, Inc. since 2001. He holds the Series 63 designation and is based in Columbus, GA. Outside of his advisory role, Law is involved with several private equity and real estate investment ventures and is a partner and investor in a live performance theatre. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering both advisory and brokerage services. The firm utilizes a range of portfolio management strategies on the Envestnet platform and provides access to alternative investments, with additional capabilities through its affiliation with Pinnacle Financial Partners.

Robert Persons is a CFP® with 18 years of industry experience, currently serving at Synovus Securities, Inc. since 2013 and Synovus Trust Company since 2007. He is based in Columbus, GA. Outside of his advisory role, Persons serves as a board member for the charity Twin Cedars, contributing to governance, advocacy, fundraising, and compliance. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs. The firm utilizes the Envestnet platform and a client risk-tolerance questionnaire to guide portfolio management and also provides educational services for ERISA plans and access to alternative investments.

Lydia Stephens is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 20 years of industry experience, having previously worked at Osaic Wealth, Inc., American Portfolios Advisors, American Portfolios Financial Services Inc., and NEXT Financial Group, Inc. Outside of her advisory role, she is involved in an independent insurance business under the name BHT Wealth Management. United Advisor Group serves a diverse client base including individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services such as discretionary and non-discretionary investment management, financial and retirement planning, and family office services, using proprietary model portfolios and a variety of investment strategies.

Robert Law Jr. is a CFP® professional with nine years of industry experience, currently affiliated with Synovus Securities, Inc. in Columbus, GA. He has been with Synovus Securities in various capacities since 2016. Outside of his advisory role, he is involved as an owner in Pickens Area LLC and holds a limited partnership in a storage unit business in Athens, GA. 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 utilizes a blend of discretionary and non-discretionary portfolio management programs on the Envestnet platform, incorporating risk tolerance assessments and due diligence to guide investment strategies.

Blake Robinson is a CFP® professional with 24 years of experience in the financial industry. He has been with Synovus Securities, Inc. since 2011. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs guided by client risk-tolerance assessments and due-diligence processes.

Evan Dorman is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Synovus Securities and Synovus Bank dating back to 2014. Outside of his advisory work, he serves as a board member and secretary of Domicilie Interiors, a home decor business, where he contributes by managing the store’s financials monthly. Synovus Securities, Inc. serves individual and institutional clients by providing investment advisory and brokerage services, including separately managed accounts and unified managed accounts. The firm employs a risk-tolerance approach on the Envestnet platform for portfolio management and offers access to alternative investments and outside money managers.

Gene Perkins is a financial advisor at Synovus Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Synovus and related entities since 2017, most recently joining Pinnacle Bank in 2026. Perkins serves as a Senior Director of Private Wealth Banking at Synovus Bank and is involved in community activities including mentoring students at the University of Georgia and serving on the board of the National Infantry Museum Foundation. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm employs both discretionary and non-discretionary portfolio management programs, emphasizing due diligence and client risk tolerance in asset allocation and manager selection.

Michael Fetzer is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Synovus Securities and Synovus Bank, as well as SunTrust Advisory Services. He joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through various managed account programs and financial planning. The firm uses the Envestnet platform for portfolio management and provides access to alternative investments, educational services for ERISA plans, and referrals to outside money managers.

Mark Mayer is a financial advisor at Synovus Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at Synovus Securities since 2016, including prior roles at SunTrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he was involved with Prince Of Peace Catholic Church from 2015 to 2020. 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 provides access to alternative investments, supported by affiliations with Pinnacle Financial Partners and related entities.

Todd Bellocchio is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Synovus Securities, Inc. since 2018. His prior roles include positions at Synovus bank and Synovus Securities during intermittent periods from 2016 to 2018. Outside of his financial advisory work, Bellocchio co-owns and operates a print-on-demand T-shirt store on Shopify. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services, including managed account programs and financial planning. The firm uses the Envestnet platform and a risk-tolerance questionnaire to guide portfolio management and offers access to alternative and private investment opportunities.

Daniel Morgan is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Synovus Trust Company since 2004 and Synovus Securities since 2013. 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. The firm utilizes the Envestnet platform for portfolio management and provides access to alternative investments, financial planning, and educational services for ERISA plans.

Kevin McCarthy is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at SunTrust Investment Services, BB&T Securities, and Truist Investment Services. He serves on the board of the Bank Insurance Securities Association and chairs the finance committee at Southwest Christian Care, a hospice and respite services organization. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services across a range of portfolios and financial planning solutions. The firm uses both discretionary and non-discretionary portfolio management programs and provides access to alternative investments and outside money managers.

William Brooks is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 66 designations and having 18 years of industry experience. His prior roles include positions at Triad Advisors, Watchdog Capital, and Securities Compliance Management. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, providing investment advisory and brokerage services through a variety of managed account programs and financial planning offerings. The firm utilizes both discretionary and non-discretionary portfolio management strategies on the Envestnet platform, supported by client risk assessments and due diligence processes.

Robert Varner is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Synovus Securities since 1991, with a brief period from 2009 to 2017 serving on the Muscogee County Board of Education. Synovus Securities, Inc. serves a broad client base including individual, high-net-worth, and institutional investors, offering both investment advisory and brokerage services. The firm employs a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, supported by a client risk-tolerance assessment and due diligence processes for manager evaluation.