Bryan Blair is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is the sole advisor at Wealth Partners, Inc., an independent registered investment adviser based in Newnan, GA. His prior work includes long-term tenures at Multi Financial Securities Corporation and First Newnan Insurance Group. Outside of his advisory work, Blair is notably involved in public safety, dedicating about one-third of his time to related employment. Wealth Partners, Inc. offers fee-only discretionary portfolio management and financial planning services to a limited number of individual clients. The firm follows a systematic seven-step planning process and emphasizes diversified, risk-controlled active management combining strategic allocations with tactical adjustments.

Daniel Johnson is a financial advisor at FamilyRoot Wealth Advisors, LLC in Newnan, GA, holding Series 63 and Series 66 designations with 13 years of industry experience. His work history includes roles at Osaic, Regions Securities LLC, Regions Bank, and SunTrust Robinson Humphrey, Inc. FamilyRoot Wealth Advisors provides discretionary investment management and ongoing financial planning to individual and high-net-worth clients using an asset-allocation approach informed by Modern Portfolio Theory. The firm blends passive and active funds, sometimes outsourcing portions to outside managers, and manages accounts on a discretionary basis with quarterly reviews and long-term holding horizons.

Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

Andron Martin is affiliated with Sovereign Capital Advisers and holds a Series 65 credential. He has experience working in app development and logistics, including roles at Quantum App Development and S and A Logistics LLC. Sovereign Capital Advisers provides non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, businesses, trusts, and institutional clients. The firm emphasizes tailored recommendations supported by comprehensive analysis and coordination with external professionals, offering a broad range of services from financial planning to market intelligence and investor education.

Nancy Lanier is a financial advisor with Synovus Securities, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked for Hull Barrett, P.C. for over two decades. Outside of her advisory work, Lanier serves as a trustee on the board of Augusta Preparatory Day School, participating in the school's annual fund and oversight activities. Synovus Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm uses a risk-tolerance approach to portfolio management and maintains affiliations that provide access to banking and trust services.

Lisa Wilson is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 66 designations and has 21 years of industry experience. Her career includes roles at Synovus Securities and Synovus Bank, with a recent affiliation at Pinnacle Bank beginning in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk tolerance and due diligence processes.

Dave James is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. His career includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, Fidelity Bank, and BB&T Investments and Bank. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a variety of portfolio management programs on the Envestnet platform and access to alternative investments.

Felicia Victoria is a financial advisor at Synovus Securities, Inc. with 22 years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities since 2014, including roles at Synovus Bank and, most recently, Pinnacle Bank starting in 2026. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both investment advisory and brokerage services. The firm uses the Envestnet platform for portfolio management, combining discretionary and non-discretionary programs guided by client risk assessments and due diligence processes.

Erika Chambliss is a financial advisor at Synovus Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Synovus Securities and Synovus Bank since 2019, as well as Nationwide prior to that. Since 2026, she has been affiliated with Pinnacle Bank. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform, and provides access to alternative investments and educational services for ERISA plans.

Adrienne Medlin is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at BB&T Securities, SunTrust Advisory Services, and Synovus Bank. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs on the Envestnet platform, and offers access to alternative investments and educational services for ERISA plans.

Zachary Winchester is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having worked previously at Bank of America and Merrill. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of 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 client risk tolerance and conducts due diligence on investment managers.

Travis Wade is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Synovus Securities, Inc. and has held roles within Synovus-related entities since 1998. Outside of his advisory work, he serves on finance committees for several nonprofit organizations and a church, assisting with budgeting and financial report reviews. Synovus Securities, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutions. The firm offers a range of investment advisory and brokerage services with portfolio management delivered through discretionary and non-discretionary programs on the Envestnet platform.

Jason Evans is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2016 and joined Pinnacle Bank in 2026. Outside of his advisory role, he co-owns a house flipping business with his wife, assisting occasionally with permits and licensing. Synovus Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional investors, offering both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk tolerance and thorough manager due diligence.

Diana Marazia Sanford is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. Her work history includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, and Charles Schwab. Synovus Securities serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services, including managed accounts and financial planning, using a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Joanna Cole is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with Synovus Securities since 2020 and previously held roles at Pinnacle Bank, SunTrust Investment Services, and Ernst & Young. Outside of her advisory work, she co-owns a business involved in the acquisition and sale of antique and vintage items. 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 uses a risk-tolerance based approach to portfolio management and provides access to alternative investments and educational services for ERISA plans.

Christopher Brown is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His career includes multiple roles within Synovus Securities and Synovus Bank since 2015, and he joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a mix of investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments, with portfolio management conducted through discretionary and non-discretionary programs on the Envestnet platform.

Arthur Bickerstaff is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and 18 years of industry experience. His career includes positions at SunTrust Banks and its advisory services divisions from 1999 to 2018, followed by roles at Synovus Securities and Pinnacle Bank starting in 2018. Outside of his advisory work, he is listed as an owner of a small rental property business. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and alternative investments. The firm utilizes Envestnet platform programs guided by client risk tolerance and conducts due diligence on managers, while also providing educational services and specialized investment offerings.

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.

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.