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Andrew G
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
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.
Diana G
Series 63, Series 66
Newnan, GA
Synovus Securities, Inc.
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 W
Series 66
Newnan, GA
Synovus Securities, Inc.
John Woodford Jr. is a financial advisor with Synovus Securities, Inc., holding a Series 66 credential and 27 years of industry experience. He has worked at Synovus Securities, Synovus Bank, SunTrust Advisory Services, and Pinnacle Bank. Woodford is involved with Woodford Family Holdings LLC, which manages real estate investments. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering both advisory and brokerage services, including managed accounts, financial planning, and access to alternative investments. The firm uses a risk-tolerance approach on the Envestnet platform to guide portfolio management and provides additional services such as educational programs for ERISA plans.
Edward F
Series 66
Newnan, GA
Synovus Securities, Inc.
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 K
Series 63, Series 66
Newnan, GA
Synovus Securities, Inc.
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 M
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
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 P
Series 66
Newnan, GA
Synovus Securities, Inc.
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 W
CFP®, Series 66
Newnan, GA
Synovus Securities, Inc.
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.
Eduardo L
Series 63, Series 66
Newnan, GA
Synovus Securities, Inc.
Eduardo Lopez is a financial advisor with Synovus Securities, Inc. and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Bank. Outside of his financial career, Eduardo is a science fiction and fantasy novel writer preparing to self-publish under the name ET Lopez. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm utilizes a risk-tolerance-based approach on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.
Allen C
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
Allen Curry is a financial advisor at Synovus Securities, Inc. with 30 years of industry experience. He has held roles at Synovus Securities and Synovus Bank since 2002 and recently joined Pinnacle Bank in 2026. He holds Series 63 and Series 65 licenses. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services through a range of managed account programs and financial planning solutions. The firm uses a risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.
Thomas K
Series 65
Peachtree City, GA
Integrated Advisors Network LLC
Thomas King is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and seven years of industry experience. He has worked with Auctum Wealth Management since 2019 and held roles at AUCTUM CAPITAL, Spalding Amusement, and Financial Architects of the Low Country. Mr. King is also independently licensed as an insurance agent and may sell insurance products to clients. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis along with various investment strategies, often utilizing third-party sub-adviser platforms and tailored portfolio management approaches.
Guy S
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
Guy Sexton III is a financial advisor at Synovus Securities, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes long-term tenures at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers investment advisory and brokerage services using discretionary and non-discretionary portfolio management programs on the Envestnet platform.
William R
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
William Roundtree is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at both Synovus Securities and Synovus Bank, and he recently began a position with Pinnacle Bank. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm employs a range of portfolio management programs through the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.
Megan G
Series 66
Newnan, GA
Synovus Securities, Inc.
Megan Gordon is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and nine years of industry experience. She has worked at Synovus Securities and Synovus Bank since 2017 and will join Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services. The firm utilizes the Envestnet platform for portfolio management and provides a range of managed account programs, financial planning, and access to alternative investments.
Rufus K
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
Rufus Kirkland Jr. is affiliated with Synovus Securities, Inc. and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial industry, including roles at Synovus Securities and Synovus Bank. Since 2026, he has also been connected with Pinnacle Bank. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services supported by various managed account programs and access to alternative investments. The firm uses a disciplined portfolio management approach on the Envestnet platform and provides financial planning, educational services, and referrals to outside money managers.
Phillip A
Series 66
Newnan, GA
Synovus Securities, Inc.
Phillip Aldridge is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 credential and bringing 26 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2016 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including separately managed accounts and alternative investments. The firm uses a client risk-tolerance questionnaire and Envestnet’s platform to guide portfolio management and provides educational services for ERISA plans.
Caroline M
Series 66
Newnan, GA
Synovus Securities, Inc.
Caroline Moyer is a financial advisor with Synovus Securities, Inc. based in Newnan, GA. She holds a Series 66 designation and has six years of industry experience. Her work history includes multiple roles at Synovus Bank and Synovus Securities, as well as a prior position at The Blue Door Boutique. Synovus Securities serves individual and high-net-worth investors along with institutional clients such as banks, pension plans, and charitable organizations. The firm offers a variety of investment advisory and brokerage services, employing both discretionary and non-discretionary portfolio management programs guided by client risk profiles and rigorous due diligence.
Keven P
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
Keven Parks is a financial advisor at Synovus Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively within the Synovus organization since 1999, including roles at Synovus bank and Pinnacle Bank. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and maintains affiliations that expand client service capabilities.
Elysabeth D
Series 63, Series 66
Newnan, GA
Synovus Securities, Inc.
Elysabeth Dalton is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. Her career includes tenure at Synovus Securities and Synovus Bank dating back to 2001, and most recently at Pinnacle Bank since 2026. Synovus Securities, Inc. serves individual and high-net-worth investors, as well as institutional clients, offering investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm utilizes portfolio management programs on the Envestnet platform tailored to client risk tolerance, and provides additional services such as ERISA plan education and referrals to outside money managers.
Laura G
Series 66
Newnan, GA
Synovus Securities, Inc.
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.
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