Lisa Wilson is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 66 designations and has 21 years of industry experience. Her career includes roles at Synovus Securities and Synovus Bank, with a recent affiliation at Pinnacle Bank beginning in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk tolerance and due diligence processes.

Dave James is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. His career includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, Fidelity Bank, and BB&T Investments and Bank. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a variety of portfolio management programs on the Envestnet platform and access to alternative investments.

Felicia Victoria is a financial advisor at Synovus Securities, Inc. with 22 years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities since 2014, including roles at Synovus Bank and, most recently, Pinnacle Bank starting in 2026. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both investment advisory and brokerage services. The firm uses the Envestnet platform for portfolio management, combining discretionary and non-discretionary programs guided by client risk assessments and due diligence processes.

Harold Slade 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 roles at SunTrust Advisory Services and multiple positions within Synovus entities prior to joining Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to various investment options, including alternative investments for qualified investors.

Robert Burkholder is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Root Financial Partners and previously was with Pandowealh, LLC, H-Wave, Orangetheory, and Rapid Sports Performance. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Megan Hendrick is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and over 12 years of industry experience. She previously worked at Derbend Asset Management and Edward Jones. 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 both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Erika Chambliss is a financial advisor at Synovus Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Synovus Securities and Synovus Bank since 2019, as well as Nationwide prior to that. Since 2026, she has been affiliated with Pinnacle Bank. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform, and provides access to alternative investments and educational services for ERISA plans.

Adrienne Medlin is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at BB&T Securities, SunTrust Advisory Services, and Synovus Bank. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs on the Envestnet platform, and offers access to alternative investments and educational services for ERISA plans.

Zachary Winchester is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having worked previously at Bank of America and Merrill. 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 access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs guided by client risk tolerance and conducts due diligence on investment managers.

Travis Wade is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Synovus Securities, Inc. and has held roles within Synovus-related entities since 1998. Outside of his advisory work, he serves on finance committees for several nonprofit organizations and a church, assisting with budgeting and financial report reviews. Synovus Securities, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutions. The firm offers a range of investment advisory and brokerage services with portfolio management delivered through discretionary and non-discretionary programs on the Envestnet platform.

Jason Evans is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2016 and joined Pinnacle Bank in 2026. Outside of his advisory role, he co-owns a house flipping business with his wife, assisting occasionally with permits and licensing. Synovus Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional investors, offering both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk tolerance and thorough manager due diligence.

Diana Marazia Sanford is a financial advisor with Synovus Securities, Inc. in Newnan, GA. She holds Series 63 and Series 66 credentials and has six years of industry experience. Her prior work includes roles at Charles Schwab and Synovus bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with a range of investment advisory and brokerage services. The firm uses both discretionary and non-discretionary portfolio management programs on the Envestnet platform and offers access to alternative investments and financial planning tailored to client risk tolerance.

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 with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Synovus entities since 2016 and previously at Raymond James Financial Services from 2014 to 2016. In 2026, he joined Pinnacle Bank. 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 the Envestnet platform for portfolio management and provides additional services such as ERISA plan education and referrals to outside money managers.

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.