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.

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.

Andrew Gay Jr. is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Synovus Securities since 2016, with additional tenure at Synovus Bank and Pinnacle Bank. Outside of his advisory role, he serves as president of the Men’s Golf Association at Highland Country Club, assisting with funding golf-related projects. Synovus Securities, Inc. serves individual and institutional clients, offering both investment advisory and brokerage services across a range of managed account platforms. The firm utilizes a risk-tolerance questionnaire and due diligence processes to guide portfolio management and provides access to alternative investments and external money managers.

Rodney Keyes is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Glp Investment Services, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, he conducts marriage workshops and counseling through Liberty In Life Ministries. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and incorporates model portfolios alongside options for portfolio-based financing.

Emma Godbee is a financial advisor with St. Bernard Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at St. Bernard since 2019 and previously spent nine years with Woodstock Financial Group, along with extensive experience in the insurance sector dating back to 1976. Outside of her advisory role, she serves on the City of Riverdale Zoning Appeals Board, the Clayton County Water Authority, and the Clayton County Development Authority. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm follows a long-term, conservative growth strategy with tactical asset allocation and emphasizes collaborative client relationships, combining fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Diana Gaus is a financial advisor at Synovus Securities, Inc. with 33 years of industry experience. She holds Series 63 and Series 66 designations and has worked extensively within the Synovus organization since 1987, including roles at Synovus Securities and Synovus Bank. In 2026, she joined Pinnacle Bank following the firms' affiliation. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning. The firm utilizes the Envestnet platform for portfolio management, integrates internal and external due diligence, and provides access to alternative investments and educational services.

John Woodford Jr. is a financial advisor at Synovus Securities, Inc. with 26 years of industry experience. He holds the Series 66 designation and has worked at Synovus and SunTrust-related firms since 2001. Outside of his advisory role, he is involved with Woodford Family Holdings LLC, an entity focused on purchasing and maintaining real estate properties. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering a range of advisory and brokerage services supported by portfolio management programs on the Envestnet platform.

Edward Fowler is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 23 years of industry experience. His career includes extensive service at Synovus Securities and Synovus Bank since 2002 and he recently joined Pinnacle Bank in 2026. Outside of his advisory role, he serves on several local boards including Wellstar Douglas Hospital Regional Board, West Georgia Technical College Foundation Board, and the Housing Authority of Douglas County. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients offering both advisory and brokerage services with a range of investment programs. The firm employs a risk-tolerance based asset allocation approach and has access to alternative investments and outside money managers through its managed account platforms.

Allyson Kiel is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her work history includes roles at Synovus Bank, Synovus Securities, Pinnacle Bank, SunTrust Bank, and Suntrust Advisory Services. Outside of her advisory practice, she is a member of JAK Reserve LLC, a business involved in property management with outsourced day-to-day operations. Synovus Securities serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Ray Mckinney Jr. is a financial advisor with Synovus Securities, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at Synovus Securities and Synovus Bank since 2016, and he recently joined Pinnacle Bank in 2026. Outside of his advisory work, he serves on the board of the W.T. McArthur Family Farm Foundation, a private foundation focused on historical preservation in Georgia. Synovus Securities, Inc. offers investment advisory and brokerage services to individual, high-net-worth, and institutional clients. The firm manages portfolios using a mix of discretionary and non-discretionary programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Konda Pollard is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Synovus Trust Company, Synovus Bank, and Pinnacle Bank, reflecting extensive tenure within related financial institutions. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs and financial planning. The firm employs a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, utilizing risk-tolerance assessments and due diligence to guide investment decisions.

Vance Whitley is a CFP® professional with nine years of industry experience currently affiliated with Synovus Securities, Inc. in Newnan, GA. His career includes roles at Synovus bank and Synovus Securities, and as of 2026, he is associated with Pinnacle Bank. Whitley serves as a board member and treasurer of the Columbus Botanical Garden, where he participates on the finance committee. Synovus Securities, Inc. provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients, offering various managed account programs and financial planning solutions. The firm utilizes a client risk-tolerance approach for portfolio management through discretionary and non-discretionary programs on the Envestnet platform.