Diana Marazia Sanford is a financial advisor at Synovus Securities, Inc. with six years of industry experience. She previously worked at Charles Schwab and has been associated with Synovus entities since 2019. Sanford holds Series 63 and Series 66 licenses. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses the Envestnet platform for portfolio management and provides additional educational and referral services.

Joanna Cole is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with Synovus Securities since 2020 and previously held roles at Pinnacle Bank, SunTrust Investment Services, and Ernst & Young. Outside of her advisory work, she co-owns a business involved in the acquisition and sale of antique and vintage items. 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 based approach to portfolio management and provides access to alternative investments and educational services for ERISA plans.

Christopher Brown is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His career includes multiple roles within Synovus Securities and Synovus Bank since 2015, and he joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a mix of investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments, with portfolio management conducted through discretionary and non-discretionary programs on the Envestnet platform.

Arthur Bickerstaff is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and 18 years of industry experience. His career includes positions at SunTrust Banks and its advisory services divisions from 1999 to 2018, followed by roles at Synovus Securities and Pinnacle Bank starting in 2018. Outside of his advisory work, he is listed as an owner of a small rental property business. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and alternative investments. The firm utilizes Envestnet platform programs guided by client risk tolerance and conducts due diligence on managers, while also providing educational services and specialized investment offerings.

William Barnes II is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 designations and having 27 years of industry experience. His career includes roles at Synovus Securities, Synovus Bank, and most recently Pinnacle Bank since 2026. Synovus Securities serves a diverse clientele, including individual, high-net-worth, and institutional investors, offering investment advisory and brokerage services with a range of managed account programs and financial planning. The firm employs both discretionary and non-discretionary portfolio management strategies using the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Fredrick Zeh is a financial advisor at Synovus Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial and Wells Fargo Clearing. Since 2016, he has been with Synovus Securities and related entities, transitioning to Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management through the Envestnet platform and provides access to alternative investments, along with financial planning and educational services.

Robert Dahl is a financial advisor at Gradient Securities, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Investment Services Inc and Prime Financial Strategies, LLC. Outside of his advisory role, he operates an Amazon store under Ultra Homes, LLC. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently employs third-party managers in its investment approach.

Ronald Kinnas Jr. is a financial advisor at Synovus Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2000 to 2017 before joining Synovus-related firms. Ronald recently became affiliated with Pinnacle Bank as of 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts, financial planning, and alternative investments. The firm utilizes the Envestnet platform for portfolio management and provides access to outside money managers and specialized offerings for qualified investors.

Philip Wierson is a financial advisor at Synovus Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*Trade Securities. Wierson’s background includes military service in the US Army from 2013 to 2018. Synovus Securities serves a wide range of clients, including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as 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.

James Davidson Sr. is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at Synovus Securities, Inc. and recently joined Pinnacle Bank in 2026. His career includes multiple roles at Synovus Securities and Synovus Bank dating back to 2016. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services. The firm manages portfolios through discretionary and non-discretionary programs using the Envestnet platform and offers access to alternative investments alongside financial planning and educational services.

Robert Wilson is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Synovus Securities, Inc. and Pinnacle Bank, having worked with entities within the Synovus organization since 1998. Wilson serves as a board trustee for the Columbus Consolidated Government’s city employee pension fund, overseeing fund investments and policy without compensation. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients such as banks, pension plans, and charitable organizations. The firm provides both advisory and brokerage services through discretionary and non-discretionary portfolio management programs, utilizing the Envestnet platform and a detailed risk-tolerance process to guide asset allocation and manager selection.

Natalie Schweers is a financial advisor at Synovus Securities, Inc. with 21 years of industry experience. She holds the Series 66 designation and has worked with Synovus Securities and affiliated firms since 2017. Outside of her advisory role, she serves as a board member for the State Botanical Garden and the CSRA Community Foundation, among other nonprofit and business boards. Synovus Securities serves individual and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management programs supported by due diligence processes and provides access to alternative investments and educational services for ERISA plans.

Howard Daugherty Jr. is a CFP® credentialed financial advisor with 18 years of industry experience. He is currently with Synovus Securities, Inc. and has previously held roles at Pinnacle Bank, Synovus Bank, LPL Financial, United Community Banks, Inc., and INVEST Financial Corp. 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 mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk-tolerance assessments and due diligence processes.

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.

Emmett Beard Jr. is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at DAM2019, LLC dba DERBEND ASSET MANAGEMENT for over two decades before joining Waverly Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Timothy Mclean is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked extensively within Synovus-affiliated entities since 2003 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed account programs and access to alternative investments. The firm utilizes a risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

James Mothorpe is a CFP® professional with 29 years of industry experience, currently serving at Capital Investment Group, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Peachtree City, GA. Outside of his advisory role, he volunteers as an ambassador for the Fayette County Chamber of Commerce and serves as treasurer for the Rotary Club of Peachtree City. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

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.