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, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. Her work history includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, and Charles Schwab. Synovus Securities serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services, including managed accounts and financial planning, using a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform.

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.

Teresa Fitzgerald is a financial advisor with Capital Analysts in Peachtree City, GA, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior experience includes roles at Lincoln Investment, Mass Mutual Investors Services, and Penn Mutual Life Insurance Company. Outside of advising, she is the founder of TMF Legacy Enterprises, providing sales coaching and leadership development, and co-founded a podcast focused on entrepreneurship. She also serves as a trustee for the Italian Sons and Daughters of Italy Peachtree City Lodge. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors.

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 financial advisor at Synovus Securities, Inc. with 28 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Synovus Securities and Synovus Bank since 1998, with an upcoming tenure at Pinnacle Bank starting in 2026. Wilson serves as an uncompensated board trustee overseeing the Columbus, GA city employee pension fund, where he is involved in the administration and investment oversight of the pension assets. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients such as banks and pension plans. The firm offers a range of investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs guided by client risk profiles and extensive manager due diligence.

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® with 19 years of industry experience, currently with Synovus Securities, Inc. He has worked at multiple financial firms including LPL Financial, United Community Banks, Inc., and Pinnacle Bank. His career includes roles both at securities firms and banks. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients through investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs, leveraging the Envestnet platform and a risk-tolerance questionnaire to guide investment decisions.

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 27 years of industry experience. His career includes long-term roles at Synovus bank and Synovus Securities, and most recently Pinnacle Bank. Synovus Securities serves individual, high-net-worth, and institutional clients by providing both investment advisory and brokerage services, including managed account programs guided by client risk tolerance and due diligence processes.