Laura Golden is a financial advisor at Synovus Securities, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked within Synovus Securities and Synovus Bank in various roles since 2006. In 2026, she joined Pinnacle Bank while maintaining her association with Synovus Securities. Synovus Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and brokerage services. The firm utilizes both discretionary and non-discretionary portfolio management programs, applying rigorous due diligence and risk-tolerance assessments to guide asset allocation and manager selection.

Luther Rutledge is a financial advisor at Synovus Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at Synovus Securities since 1999, including a recent transition to Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners, providing clients additional banking and trust resources.

Jason Connally is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Synovus Securities and Synovus Bank since 2012 and joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients offering both investment advisory and brokerage services. The firm manages portfolios using discretionary and non-discretionary programs via the Envestnet platform and provides access to alternative investments alongside educational services for ERISA plans.

Malcolm Peele is a financial advisor at Synovus Securities, Inc. with 13 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Synovus Bank. Synovus Securities serves a diverse client base that includes individual investors, high-net-worth clients, and institutions, offering both investment advisory and brokerage services through various managed account programs and financial planning solutions.

Stephanie Heard is a financial advisor at Synovus Securities, Inc. with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Synovus Securities and Synovus Bank in various roles since 1991. She joined Pinnacle Bank in 2026. Synovus Securities, Inc. 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 employs a client risk-tolerance questionnaire to guide asset allocation and manager selection, utilizing both discretionary and non-discretionary portfolio management programs.

Jenna Davis is a financial advisor at Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation with one year of industry experience. She has worked with Synovus Securities and Synovus Bank since 2019 and joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through a variety of programs on the Envestnet platform. The firm provides access to alternative investments and educational services for ERISA plans, utilizing internal and external due diligence in portfolio management.

Drake Mccormick is a CFP® and holds a Series 66 license with seven years of experience in the financial industry. He has worked at Synovus Securities, Inc. since 2018 and transitioned to Pinnacle Bank in 2026. Prior to his financial career, he spent ten years in full-time education. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes Envestnet’s platform to deliver portfolio management through discretionary and non-discretionary programs guided by client risk tolerance and conducts internal and external due diligence on investment managers.

Jonathan Johnson II is a Series 66-licensed financial advisor with Synovus Securities, Inc., based in Newnan, Georgia. He has five years of industry experience, including roles at Pinnacle Bank, Synovus Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Johnson participates in marriage retreats with the Winshape Foundation and volunteers as a musician and youth group helper at First Presbyterian Church in Rome, Georgia. Synovus Securities serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform. The firm also offers access to alternative investments and provides educational services for ERISA plans.

Michael Marchetti is a Series 66-credentialed advisor at Synovus Securities, Inc. with 28 years of industry experience. His career includes long tenures with Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Outside of financial advising, he is a general partner in Marchetti Investments, LLC, involved in land, cattle, and timber operations. Synovus Securities serves individual, high-net-worth, and institutional clients offering investment advisory and brokerage services with a range of portfolio management programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners, providing additional banking and trust services.

Jane Prevost is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes roles at Bank of America, Merrill Lynch, and various positions within Synovus entities. She serves as President of the Ashley Hall Alumnae Association Board, where she organizes events and facilitates alumnae engagement. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs delivered through the Envestnet platform.

Robyn O'Kelley is a financial advisor at Synovus Securities, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities and Synovus Bank in various roles since 2011. Recently, she joined Pinnacle Bank in 2026. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers both advisory and brokerage services with an emphasis on portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

John White is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Sequent Planning, LLC, JAWCLU, LLC dba Financial Guideposts, and Onyx Wealth Advisors, Inc. He also operates a sole proprietorship offering advisory and insurance services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing client strategies through third-party sub-advisers and model portfolios.

Casey Campana is a Series 66-registered financial advisor with 29 years of industry experience. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having held roles at Synovus entities and SunTrust firms since 2015. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management supported by a client risk-tolerance assessment and due diligence processes.

Cathy Jones is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her previous work includes roles at SunTrust Investment Services and Synovus bank. Outside of her advisory career, she is an independent beauty consultant and an independent travel agent. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm uses a mix of discretionary and non-discretionary portfolio management programs and provides access to alternative investments through its managed account programs.

Edward Machado is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, Allied Mortgage Group, and Newrez LLC, as well as in the film and video industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, using a model integrated with Empower’s recordkeeping and administrative platforms.

Patrick Rivers is a Series 66-licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following prior roles at Raymond James and Associates and State Farm Insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Christopher Kitchens is a CFP® professional with two years of experience, currently serving with United Planners' Financial Services of America. He has held various roles including ownership of a BBQ supply company that operates a YouTube channel featuring hunting, fishing, and cooking content. He is also an associate pastor at Hope Church in Carrollton, GA, a position he has held since 2014. United Planners Financial Services is a national wealth-management enterprise that serves a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Fatima Lopez is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds the Series 66 designation and has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of her advisory role, she manages rental properties in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and inter-affiliate integration with related entities.

David Griffith is a financial advisor with Principal Financial Services in Newnan, GA, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Principal Securities Inc. and Principal Life Insurance Company since 2019, as well as prior experience with Sterne Agee and his own firm, Griffith Financial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering direct advisory programs, financial planning, and access to third-party money manager solutions.

Joseph Street is a financial advisor at United Planners Financial Services of America with one year of industry experience. He holds a Series 65 designation and is also the owner of Joe Street Fitness and Nutrition Coaching LLC, a coaching and teaching business. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.