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.

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.