Synovus Securities, Inc.

Evan Murphy is a CFP®-designated financial advisor with Synovus Securities, Inc., based in Columbus, GA. He has three years of industry experience, including roles at Synovus Trust, IRC Wealth, Single Family Office, and Geneva Trading LLC. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed account programs and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management strategies supported by due diligence processes and access to alternative investments.

Michael Sava is a financial advisor with Synovus Securities, Inc. in Alpharetta, GA, holding the CFP® designation and securities licenses Series 63, 65, and 66. He has 24 years of industry experience and has previously worked at firms including Wiser Wealth Management, McCormack Financial Planning Inc., H&R Block, and FirsTrust LLC. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through various managed account platforms and financial planning. The firm uses a client risk-tolerance questionnaire to guide asset allocation and evaluates managers through internal and Envestnet due-diligence processes.

Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.

Blake Bourne is a financial advisor at Synovus Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Synovus Securities since 2010. Outside of his advisory role, he serves as a referee for the Columbus Wrestling Officials Association. 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, and charitable organizations. The firm offers investment advisory and brokerage services with a range of portfolio management programs and access to alternative investments.

Robert Burts Jr. is a financial advisor with Synovus Securities, Inc., holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has a long tenure at Synovus-related firms dating back to 1999 and recently joined Pinnacle Bank in 2026. Outside of his advisory role, he owns a rental condominium in Panama City Beach, FL. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both advisory and brokerage services through various managed account programs and using a risk-tolerance framework to guide investment decisions.

Adam Cader is a financial advisor at Synovus Securities, Inc. in Columbus, GA, with 13 years of industry experience. He has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as treasurer for the Coastal Empire Disaster Relief Committee, a nonprofit providing guidance and support to those affected by disasters. Synovus Securities, Inc. serves a wide range of clients, including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services through a variety of managed account programs and employs a risk-tolerance based approach to portfolio management using the Envestnet platform.

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.

Aimee Horstman is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Synovus Securities and Synovus Trust Company since 2012. Outside of her advisory role, she works as a suite attendant for a local concert venue. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm employs a risk-tolerance-based approach to portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Lisa Wilson is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Synovus Securities, Synovus Bank, and SunTrust Investment Services. She joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients through investment advisory and brokerage services. The firm employs a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and offers access to alternative investments and educational services for ERISA plans.

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.

Scott Mauldin is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Atlanta, GA. He has 20 years of industry experience, primarily with Synovus Securities, where he has worked since 2003 with a brief hiatus between 2017 and 2018. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments through its managed account programs. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, guided by client risk assessments and due diligence processes.

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.

Harold Slade 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 roles at SunTrust Advisory Services and multiple positions within Synovus entities prior to joining Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to various investment options, including alternative investments for qualified investors.

Elizabeth Edwards is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds a Series 66 designation and has 10 years of industry experience. Her career includes roles at Synovus bank from 2009 to 2026 and Pinnacle Bank starting in 2026. 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 combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform and refers clients to outside money managers while providing educational services for ERISA plans.

Gene Gunderson is a financial advisor at Synovus Securities, Inc. in Columbus, GA, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and serves as an officer and director of compliance for Synovus Trust Company, an affiliate of his employer. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services with a range of portfolio management programs and access to alternative investments through the Envestnet platform.