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.

John Carter II is a financial advisor at Synovus Securities, Inc. with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked in various roles at Synovus affiliates and SunTrust from 2006 to the present. Outside of his advisory work, he owns a single-family residential rental property. Synovus Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services, including managed accounts and financial planning. The firm uses a client risk-tolerance questionnaire to guide portfolio management and provides access to alternative investments and educational services for ERISA plans.

Scott Mansfield is a financial advisor with On Investment Management CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at The O.N. Equity Sales Company since 2008 and Ohio National Financial Services since 2003. Mansfield also operates a separate business marketing and selling life, health, fixed annuities, and Medicare insurance. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based financial planning and managed account options, with a mix of discretionary and non-discretionary assets under management.

Brian Chustz is a financial advisor at Waverly Advisors, LLC with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a partner at The Chustz Law Firm and serves on the boards of Club Corp. and the Fayette County Chamber of Commerce. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non‑high-net-worth and high-net-worth clients.

Bridget Alcide is a financial advisor with Synovus Securities, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked with Synovus Securities and Synovus Bank since 2014 and joined Pinnacle Bank in 2026. Outside of advising, she is involved in book publishing as an editor and publisher at Trinity Destiny Publishing. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services with a range of investment options. The firm employs a client risk-tolerance questionnaire and conducts due diligence on managers through the Envestnet platform, while also providing educational services and access to alternative investments.

Stephen Lorentz is a CFP® professional with 31 years of industry experience. He has been with Synovus Securities, Inc. since 1995 and also worked at Synovus Bank during that time. He recently joined Pinnacle Bank in 2026. Outside of his advisory work, he serves as a committee member on the staff-parish committee at St. Paul United Methodist Church. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services. The firm uses a risk-tolerance questionnaire and due-diligence processes to guide portfolio management on the Envestnet platform and provides access to alternative investments and outside money managers.

Archie Thompson Jr. is a CFP® professional with 18 years of experience in financial advisory. He is currently with Synovus Securities, Inc. and transitioned to Pinnacle Bank in 2026. His prior experience includes positions at Wells Fargo Advisors and Wells Fargo Clearing. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Patrick Perry Jr. is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked in various roles at Synovus Securities and Synovus bank since 2016 and recently transitioned to Pinnacle Bank in 2026. Outside of his financial career, he is a 50% owner of TOUR JUNKIES, LLC, a business he has been involved with since 2016. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including separately managed accounts, unified managed accounts, and alternative investments. The firm employs a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides additional services such as financial planning and educational offerings for ERISA plans.

Teresa Ann Eidson Hand is a financial advisor at Synovus Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Synovus Securities since 1999, as well as the related Synovus bank entities. Outside of her advisory role, she serves as Vice President of Lawns by Hand, Inc., a landscape business. Synovus Securities, Inc. serves individual and high-net-worth investors along with institutional clients, offering 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 risk-tolerance assessments and due diligence processes.

Marion Holland is a financial advisor with Synovus Securities, Inc. who holds a Series 66 designation and has 26 years of industry experience. Holland has been with Synovus Securities since 1998 and worked at Synovus Bank from 2007 to 2025, transitioning to Pinnacle Bank in 2026. Outside of advisory work, Holland serves as treasurer for the Tift County Bar Association, a tax-exempt civic group for attorneys. Synovus Securities serves individual and institutional clients with a range of investment advisory and brokerage services, employing a client risk-tolerance approach to portfolio management through discretionary and non-discretionary programs on the Envestnet platform.