James Mothorpe is a CFP® professional with 30 years of experience, currently serving at Capital Investment Advisory Services, LLC. He has been with Capital Investment Group, Inc. since 2009. Outside of his advisory role, Mothorpe is active in his community as a volunteer ambassador for the Fayette County Chamber of Commerce and serves as treasurer of the Rotary Club of Peachtree City. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients. The firm offers customized investment solutions, including separately managed accounts and access to third-party asset managers, with portfolios tailored to client objectives, time horizons, and risk tolerances.

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 with Synovus Securities, Inc. based in Newnan, GA, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His career includes roles at Synovus Trust Company, Pinnacle Bank, SunTrust Advisory Services, and Banc of America Investment Services. Outside of his advisory work, he owns a single-family rental property. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing 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 offers additional services such as educational programs for ERISA plans and referrals to outside money managers.

Scott Mansfield is a financial advisor at ON Investment Management Company with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The O.N. Equity Sales Company since 2008 and Ohio National Financial Services since 2003. In addition to his advisory role, he operates Cornerstone Financial Services, where he markets and sells life insurance, health insurance, fixed annuities, and Medicare insurance. ON Investment Management Company is an SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Brian Chustz is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience and a Series 66 credential. He has worked at Edward Jones and Purshe Kaplan Sterling Investments and is a partner at The Chustz Law Firm, where he provides legal services. He serves on the Board of Governors for Club Corp and on the Fayette County Chamber of Commerce Board. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients, offering discretionary and non-discretionary portfolio management that integrates traditional and alternative investment strategies. The firm also provides financial planning, retirement plan consulting, and multi-family office services.

Christopher Torres Gilbes is a financial advisor at William Joseph Capital Management, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining William Joseph Capital Management in 2024, he worked for over a decade at Christopher R. Torres, CPA. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm manages approximately $469 million in discretionary assets and utilizes both proprietary and third-party sub-advisors to tailor client portfolios.

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 25 years of industry experience. His career includes multiple roles at Synovus Securities and Synovus Bank, as well as Sea Island Bank and Pinnacle Bank. Outside of his advisory work, he is a 50% owner of Tour Junkies, LLC. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services with a variety of portfolio management options on the Envestnet platform, utilizing a risk-tolerance based approach to asset allocation and manager selection.

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.

Howard Aspacher is a CFP® with 44 years of industry experience. He currently works at Capital Analysts and has prior experience with Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering services through a nationwide network of independent advisors and firm-managed programs.

Charles Lewandowski Sr. is a CFP® professional with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 2005 and briefly at Planmember Securities Corporation. He receives residual renewal commissions from previous insurance business but no longer actively sells insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Marion Holland is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 27 years of industry experience. Holland has worked at Synovus Securities since 1998, including time at Synovus Bank, and recently joined Pinnacle Bank in 2026. Holland serves as Treasurer for the Tift County Bar Association, a civic group for attorneys. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with a range of advisory and brokerage services, including managed accounts and financial planning. The firm uses the Envestnet platform for portfolio management and offers access to alternative investments and educational services for ERISA plans.

Allison Parsons is a financial advisor at Synovus Securities, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at several related firms, including SunTrust Advisory Services and Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs both discretionary and non-discretionary portfolio management programs on the Envestnet platform, utilizing a risk-tolerance questionnaire for asset allocation and manager selection.

Alan Posey is a CFP® with six years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked at Pinnacle Bank, Synovus Securities, Synovus Bank, and Wells Fargo Clearing, among other positions. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients such as banks, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers both advisory and brokerage services, utilizing a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk tolerance and a rigorous due-diligence process.

Comer Woodruff Jr. is a financial advisor with Synovus Securities, Inc. based in Newnan, GA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Thornburg Investment Management, Voya Investment Management, and Stadion Money Management. He joined Synovus Securities in 2023 and transitioned to Pinnacle Bank in 2026. Synovus Securities serves a diverse client base that includes individual, high-net-worth, and institutional investors. The firm provides investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs on the Envestnet platform, utilizing a risk-tolerance questionnaire to guide asset allocation and manager selection.

Kellie Krakoviak is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and McMillian and Associates. Outside of her advisory work, she is a consultant for Rodan and Fields, marketing skincare products. Synovus Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional investors. The firm provides a range of investment advisory and brokerage services using both discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Jason Christopher is a financial advisor at Synovus Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has prior work history at First Citizens Bank and First Citizens Investor Services. There are no notable outside activities reported. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services, utilizing a range of managed account programs and a risk-tolerance approach to portfolio management.