Megan Gordon is a financial advisor at Synovus Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities and Synovus Bank since 2017, as well as Bank of North Georgia prior to that. Gordon recently joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors, as well as institutional clients, offering both advisory and brokerage services with a range of investment options and portfolio management programs based on client risk tolerance.

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 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 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 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 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 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.

Luther Rutledge is a financial advisor at Synovus Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at Synovus Securities since 1999, including a recent transition to Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners, providing clients additional banking and trust resources.

Jason Connally is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Synovus Securities and Synovus Bank since 2012 and joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients offering both investment advisory and brokerage services. The firm manages portfolios using discretionary and non-discretionary programs via the Envestnet platform and provides access to alternative investments alongside educational services for ERISA plans.

Malcolm Peele is a financial advisor at Synovus Securities, Inc. with 13 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Synovus Bank. Synovus Securities serves a diverse client base that includes individual investors, high-net-worth clients, and institutions, offering both investment advisory and brokerage services through various managed account programs and financial planning solutions.

Victor Glymph is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and the trucking industry. Outside of financial advising, he owns and operates a dump truck business in Fayetteville, GA. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing principles into its portfolio management and employs a variety of analytical methods, often utilizing proprietary ETFs and sub-advisors in its investment approach.

Stephanie Heard is a financial advisor at Synovus Securities, Inc. with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Synovus Securities and Synovus Bank in various roles since 1991. She joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance questionnaire to guide asset allocation and manager selection, utilizing both discretionary and non-discretionary portfolio management programs.

Jenna Davis is a financial advisor at Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation with one year of industry experience. She has worked with Synovus Securities and Synovus Bank since 2019 and joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through a variety of programs on the Envestnet platform. The firm provides access to alternative investments and educational services for ERISA plans, utilizing internal and external due diligence in portfolio management.

Preston Sharpe is a CFP® professional with seven years of experience in the financial services industry. He is currently with Waverly Advisors, LLC and previously worked at Derbend Asset Management and Wells Fargo. Prior to his financial career, he was employed at Chick-fil-A Starr's Mill. Waverly Advisors is a multi-team registered investment adviser serving individuals, 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 financial planning and management services.

Drake Mccormick is a CFP® and holds a Series 66 license with seven years of experience in the financial industry. He has worked at Synovus Securities, Inc. since 2018 and transitioned to Pinnacle Bank in 2026. Prior to his financial career, he spent ten years in full-time education. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes Envestnet’s platform to deliver portfolio management through discretionary and non-discretionary programs guided by client risk tolerance and conducts internal and external due diligence on investment managers.

Jonathan Johnson II is a Series 66-licensed financial advisor with Synovus Securities, Inc., based in Newnan, Georgia. He has five years of industry experience, including roles at Pinnacle Bank, Synovus Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Johnson participates in marriage retreats with the Winshape Foundation and volunteers as a musician and youth group helper at First Presbyterian Church in Rome, Georgia. Synovus Securities serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform. The firm also offers access to alternative investments and provides educational services for ERISA plans.

Michael Marchetti is a financial advisor at Synovus Securities, Inc. with 27 years of industry experience. He holds the Series 66 designation and has worked at Synovus Securities since 1998, including positions at Synovus Bank and Pinnacle Bank. Outside of his advisory role, Marchetti is involved as a general partner in a land and cattle timber business through Marchetti Investments, LLC. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes the Envestnet platform for portfolio management and refers clients to outside money managers while providing access to alternative investments and educational services.

Jane Prevost is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes roles at Bank of America, Merrill Lynch, and various positions within Synovus entities. She serves as President of the Ashley Hall Alumnae Association Board, where she organizes events and facilitates alumnae engagement. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs delivered through the Envestnet platform.

Robyn O'Kelley is a financial advisor at Synovus Securities, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities and Synovus Bank in various roles since 2011. Recently, she joined Pinnacle Bank in 2026. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers both advisory and brokerage services with an emphasis on portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Casey Campana is a Series 66-registered financial advisor with 29 years of industry experience. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having held roles at Synovus entities and SunTrust firms since 2015. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management supported by a client risk-tolerance assessment and due diligence processes.