Group 1 - Thomasville National Bank has appointed Ted Frazee to its Board of Directors, who is currently the President of Redwire, an electronic security and life-safety integration company [1][2] - Ted Frazee has been with Redwire since 2003 and has served as President since 2016, bringing significant experience to the board [1] - The bank's Chairman and CEO, Stephen Cheney, expressed confidence that Frazee's expertise will enhance the board's effectiveness and strategic impact, particularly in the Tallahassee market [2] Group 2 - Thomasville Bancshares, Inc. is the holding company for Thomasville National Bank, which has total assets exceeding $2 billion and provides full-service banking and commercial lending in South Georgia and North Florida [2] - Thomasville National Bank was ranked 4th nationally in American Banker's Top 200 Community Banks in 2025 based on a three-year average return on shareholders' equity [2] - The bank's trust and investment division, TNB Financial Services, manages client assets over $5.5 billion and offers a range of financial services [2]

THOMASVILLE, Ga., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Thomasville National Bank is pleased to announce the addition of Ted Frazee to its Board of Directors. Mr. Frazee is the President of Redwire, a leading electronic security and life-safety integration company based in Tallahassee, Florida, with clients throughout the Southeast. Frazee joined Redwire in 2003 and has served as President since 2016. He earned his bachelor’s degree from the University of Florida and completed the Harvard Business School Execut ...

Core Insights - Thomasville Bancshares, Inc. reported strong financial performance for 2025, achieving record earnings and growth driven by significant loan growth, an expanding margin, and excellent operating efficiency [3][5] - The company aims to be the best community bank in the country and has been recognized as a top-ranked community bank in Georgia and among the top 10 banks in America [3] Financial Performance - Net income for 2025 was $44,704,791, a 14% increase from $39,270,458 in 2024 [5] - Earnings per share were $6.94 (basic) and $6.73 (diluted) [5] - Pre-tax pre-provision income rose to $63.4 million, an increase of $10.4 million or 20% compared to 2024 [5] - Total revenue reached $148,834,557, including $21.6 million from the Trust & Investment Division [5] Asset and Loan Growth - Total assets at year-end were $2.09 billion, an increase of $195 million over 2024 [5] - Loans increased by $226 million to $1.765 billion, representing a 15% year-over-year growth [5] - Deposits grew by $149 million to $1.8 billion, a 9% year-over-year increase [5] Credit Quality and Capital - Credit metrics remained strong, with classified assets to average outstanding loans at 0.43% and non-performing loans at only 0.25% [5] - The bank expensed $6 million to its loan loss reserve, bringing it to a robust 2.42% [5] - Capital increased by $32 million to $197 million, a 16.2% rise [5] Dividends and Client Assets - Total dividends paid for the year were $2.70, marking a 17% increase over 2024 and the 26th consecutive year of dividend growth [5] - TNB Financial Services now manages client assets exceeding $5.5 billion [5]

Group 1 - The financial services industry is actively trying to attract Gen Z consumers, similar to media companies and other consumer brands [1] - Robinhood and Coinbase have expanded their offerings beyond stock and crypto trading, positioning themselves as potential bank replacements [2] - Charles Schwab has successfully reduced the average age of its customers by 10 years, now primarily attracting individuals in their 40s [4] Group 2 - Nearly one-third of new retail households at Schwab are Gen Z investors aged 13 to 28, indicating a significant shift in their customer base [5] - Schwab's strategy includes enhancing its YouTube presence, recognizing that Gen Z learns about finances mainly through social media [6] - The company is expanding its asset classes for trading and plans to introduce spot trading for bitcoin, while also offering traditional banking services [7] Group 3 - Investing has gained cultural significance for young people, who view it as a means to achieve financial freedom and escape economic hardships [9]

Core Insights - The Mather Group (TMG) has partnered with The Hogan-Knotts Financial Group to enhance its financial planning and advisory services [1][2] - Hogan-Knotts manages over $300 million in client assets and has been operational since 1979, focusing on individuals, families, and businesses [1][2] - TMG operates as a fee-only investment advisory firm with 13 offices across the US, serving high-net-worth individuals and families [3] Company Overview - The Hogan-Knotts Financial Group is based in New Jersey and provides financial planning, investment management, and advisory services [1] - The leadership team, Robert Hogan and Timothy Knotts, each has over 30 years of experience in the financial sector [1] - TMG's CEO, Jennifer des Groseilliers, emphasized the alignment of values and client service philosophy between TMG and Hogan-Knotts [3] Strategic Development - The partnership aims to expand TMG's capabilities and resources while maintaining a personalized client experience [2] - This collaboration follows TMG's previous partnership with Napa Wealth Management, which reported assets under management of just under $300 million [4]

Company Overview - &Partners, a hybrid broker/dealer based in St. Louis, was launched by David Kowach, the former president and CEO of Wells Fargo Advisors [1] - The firm has over 100 advisor practices with $50 billion in pre-hire assets and $350 million in revenue [4] Recent Developments - &Partners has added Curley Wealth Management, a practice based in Oneonta, N.Y., with approximately $500 million in pre-hire assets under management [1] - Curley Wealth Management is led by Ed and Corbin Curley, who have extensive experience in the financial services industry, particularly with Wells Fargo [2] Leadership and Vision - Kowach co-founded &Partners in 2023 with Kristi Mitchem and John Alexander, aiming to recreate a boutique brokerage culture with enhanced technology and service [3] - The firm emphasizes a robust investment platform and white-glove service [3] Growth Metrics - The company has recruited about 44 teams in 2025 from various firms, including Wells Fargo and Merrill Lynch [4] - Revenue has increased by 179% year-over-year, and assets under management have doubled since the end of 2024 [4] - Approximately 40% of the advisor teams at &Partners are led by women [4]

Company Overview - SafeWater Investment Management is a full-service financial planning and wealth management firm founded in 2023, focusing on affluent families through a disciplined, process-based approach [13] - The firm provides integrated services including financial planning, investment management, retirement and income planning, securities-based lending, and estate and succession planning [4][13] Founders and Vision - Founded by Owen Blank and Craig Jennings, SafeWater was established to address the need for personalized, relationship-driven planning supported by institutional-level expertise [3] - The founders' backgrounds in large financial institutions led them to create a boutique firm that delivers comprehensive planning without the limitations of larger advisory platforms [3] Growth and Client Engagement - SafeWater has experienced steady growth over its two years, expanding its client base and advisory capabilities while maintaining a disciplined approach to wealth management [1][5] - The firm emphasizes building long-term client relationships and comprehensive wealth planning, supporting clients through market volatility [5][6] Corporate Culture and Approach - The corporate culture at SafeWater reflects discipline, resilience, and teamwork, influenced by the founders' experiences as athletes [8] - The firm's process-oriented approach integrates multiple disciplines within a unified framework, helping clients make informed decisions in areas such as retirement planning, tax strategies, investment optimization, and legacy preservation [9] Future Commitments - As SafeWater enters its third year, the firm plans to continue refining its advisory processes and expanding planning depth while maintaining personalized service [10] - The firm views its two-year anniversary as a marker of ongoing commitment to the families it serves, focusing on thoughtful, customized planning for long-term financial resilience [11]

Group 1 - Rick Tyson has been appointed as Senior Vice President, Wealth Relationship Manager at Cambridge Trust Wealth Management, bringing over 25 years of experience in integrated wealth management services [1][2] - Cambridge Trust Wealth Management is focused on outstanding client service and expertise in financial planning, investment management, trusts and estates, and private banking [4] - Eastern Bank, the parent company of Cambridge Trust Wealth Management, has approximately $25.5 billion in assets as of September 30, 2025, and offers a full range of banking and wealth management solutions [5] Group 2 - Rick Tyson's previous roles include Vice President, Senior Client Development Officer at Fiduciary Trust Company, where he provided corporate trustee services and investment management to high net worth individuals [2] - The company emphasizes a holistic approach to managing clients' financial well-being, integrating various services such as banking, financial planning, and investment management [3][4] - Eastern Bank has made over $240 million in charitable giving since 1994, highlighting its commitment to community support [5]

Core Insights - Whales have adopted a bearish stance on SoFi Technologies, with 53% of trades being bearish and only 35% bullish [1] - The trading volume and open interest indicate a price target range for SoFi Technologies between $1.0 and $47.0 over the last three months [2] - Significant options trades show a mix of bullish and bearish sentiments, with notable put and call trades [7] Trading Activity - A total of 28 trades were detected for SoFi Technologies, with 6 puts totaling $580,710 and 22 calls totaling $1,081,201 [1] - The volume and open interest data provide insights into the liquidity and interest for SoFi's options, particularly within the $1.0 to $47.0 strike price range over the last 30 days [3] Options Snapshot - Recent significant options trades include a bearish put trade with a total price of $338.9K and a bullish call trade with a total price of $229.5K [7] - The current trading volume for SoFi Technologies is 27,172,853, with a price decrease of 2.11%, reaching $27.03 [12] Company Overview - SoFi Technologies, founded in 2011 and based in San Francisco, has expanded from student loan refinancing to a comprehensive range of financial services [8] - The company aims to be a one-stop shop for financial needs, operating through its mobile app and website, and has enhanced its offerings through the acquisition of Galileo in 2020 [8] Market Sentiment - An industry analyst has set an average target price of $28.0 for SoFi Technologies, maintaining a Hold rating [9][10]

Core Insights - Procyon Partners, a US-based registered investment advisory firm, has acquired OLV Investment Group to enhance its presence in the Midwest and South regions [1][2] - The acquisition adds over $500 million in assets under management (AUM), increasing Procyon's total AUM to nearly $9 billion [1][2] - The transaction includes the transition of seven financial advisers and 13 team members from OLV, raising Procyon's workforce to almost 80 employees [2] Company Strategy - The acquisition supports Procyon's strategy to expand its wealth management platform across the US [2][4] - Procyon aims to deliver comprehensive solutions through a team-based, client-first approach, as stated by CEO Phil Fiore [2][3] - The firm plans to extend its services to new regions and clients with evolving financial needs while maintaining a personal touch [3][4] Service Offerings - Procyon provides a range of services including financial planning, investment management, tax strategy, estate planning coordination, and advisory support for business owners [3][4] - For institutional clients, the firm assists with the design and management of retirement and health plans, along with participant education on financial matters [4] - The combined firm will leverage Procyon's operational resources, technology, and centralized support to deliver tailored financial advice [4] Recent Developments - Earlier in July, Procyon expanded in its home market by acquiring Wooster Corthell Wealth Management, which manages approximately $600 million in client assets [5]