Thomasville • Main OfficeGeorgia

President
Barrett, Joel W., CFA, CPA, CTFA Joel W. Barrett, CFA, CPA, CTFA
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Senior Vice President & Chief Investment Officer
Beverly, CTFA, Frank Frank Beverly, CTFA
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Senior Vice President
Davis, Phillip, Jr. Phillip Davis, Jr.
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Retirement Plan Specialist
Bannister, Katherine Katherine Bannister
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Trust Officer
Donaldson, Caroline Wight, Esq. Caroline Wight Donaldson, Esq.
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Trust Officer
Harvard, Chase Chase Harvard
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Retirement Plan Specialist
Holland, Caroline Caroline Holland
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Trust Officer
Lilly, Nelray Nelray Lilly
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Vice President & Financial Advisor
Peace, Krista, CFP® Krista Peace, CFP®
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Investment Consultant
Rosenbury, Rob Rob Rosenbury
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Client Support Administrator
Finch, Lindsey Lindsey Finch
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Account Manager
Harvard, Susan Susan Harvard
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Administrative Assistant
Marshall, Whitney Whitney Marshall
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Account Manager
Monzon, Robin Robin Monzon
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Administrative Assistant
Rollins, Madeline Madeline Rollins
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Operations Administrator
Byram, Nicole Nicole Byram
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Compliance Officer
Glidden, CFIRS® , Amanda Amanda Glidden, CFIRS®
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Research Analyst
Jannerbo, Conn Conn Jannerbo
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Trading Coordinator
Rountree, Richard Richard Rountree
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Operations Specialist
Whiddon, Donna Donna Whiddon
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AlbanyGeorgia

Trust Officer
Harvard, Chase Chase Harvard
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Trust Administrator
Lively, Ann Ann Lively
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TallahasseeFlorida

Trust Officer
Donaldson, Caroline Wight, Esq. Caroline Wight Donaldson, Esq.
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Financial Advisor
Ferguson, William William Ferguson
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Financial Advisor
Pople, Randy Randy Pople
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Financial Advisor
Pople, Barbara Barbara Pople
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Client Support Administrator
Finch, Lindsey Lindsey Finch
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GreenvilleSouth Carolina

Trust Officer
Lilly, George, CTFA George Lilly, CTFA
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Trust Administrative Officer
Collins, Barrie Barrie Collins
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Trust Assistant
King, Miller Miller King
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ClintonSouth Carolina

Vice President & Investment Advisor
Graf, CFA, CPA, Michael Michael Graf, CFA, CPA
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Vice President & Senior Trust Officer
Link, Robert S., Jr. Robert S. Link, Jr.
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Trust Administrative Officer
Vaughan, Linda Linda Vaughan
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SpartanburgSouth Carolina

Trust Officer
Cornell, Lori Lori Cornell
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Trust Officer
Lilly, George, CTFA George Lilly, CTFA
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Trust Officer
Smith, Margaret Margaret Smith
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Trust Assistant
Brandon, Mac Mac Brandon
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Office Administrator
Evans, Mimi Mimi Evans
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St. SimonsGeorgia

Vice President & Investment Officer
Davis, Phil, Sr. Phil Davis, Sr.
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Financial Advisor
Haney, Jonathan Jonathan Haney
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GurneeIllinois

Trust Officer
Lilly, Nelray Nelray Lilly
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Investment Consultant
Rosenbury, Rob Rob Rosenbury
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WoosterOhio

Trust Officer
Lilly, Nelray Nelray Lilly
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