Joseph Sullivan is a financial advisor with Truist Advisory Services in Port St. Lucie, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities before joining SunTrust Advisory Services in 2017. Outside of his advisory role, he is involved in managing several family-owned business entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Michael Bucklin is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has previously held roles at BB&T, Santander, and PNC. Bucklin serves on the boards of several nonprofit organizations, including The Heritage Resident Benefit Fund, Dayspring Homes, Inc., and the Oley Valley Community Education Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and consulting, supported by AI-enabled equity research and inter-affiliate resources.

Austin Mason is a financial advisor at Truist Advisory Services holding a Series 65 designation with one year of industry experience. His prior work includes roles at International Bank of Commerce, Global Payments, and several positions at Oklahoma State University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Jonathan Kosmata is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles within Truist Investment Services and SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Luther Wiles is a financial advisor with Truist Advisory Services in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes positions at Truist Investment Services, Bb&T Securities, Scott & Stringfellow, UBS Financial Services, and Deutsche Bank Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Dwight Mcpherson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career has included extensive tenure at BB&T and its successor entities prior to joining Truist. Outside of his advisory role, he serves as an Assistant Scout Master with the Boy Scouts of America, focusing on youth leadership and character development. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment and manager-selection processes.

Travis O'quinn is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Truist Advisory Services and has previously worked with BB&T Securities, SunTrust Advisory Services, and Truist Investment Services. Outside of his advisory role, he serves as Chair of Finance and Trustee for St. Peter Church, a nonprofit faith-based organization. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Mason Ouren is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2023, he worked at Luna Genetics, Inc. and Asuragen, Inc. He also has experience with Jump Gymnastics and The University of Texas at Austin. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research and inter-affiliate integration.

Stephen Robinson is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities from 2016 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an Equity Research team that incorporates AI-enabled tools.

Thomas Ownbey is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked in various roles within Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that blends discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Angela Oestreicher is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill and SunTrust/Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and inter-affiliate integration.

George Boss Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at SunTrust Advisory Services, Bank of America, Merrill, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs that combine discretionary and non-discretionary approaches supported by third-party platform relationships.

Traver Hardesty is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 66 designation and has worked at Truist and its predecessor firms since 2013, including Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services for individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by a combination of discretionary and non-discretionary strategies.

Nicole Penland is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

Natalia Korop is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Morgan Stanley and Merrill, with current dual affiliations at Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms and AI-enabled tools in its research and investment processes.

Rizwan Khokhar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at KeyBank and New York Life Insurance Company. Outside of his advisory work, he owns Grizzly Meals LLC, a healthy meal prep company, and works as a food delivery driver. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager‑selection programs through a mix of discretionary and non‑discretionary approaches.

Brian Gates is a CFP® professional at Truist Advisory Services with 27 years of industry experience. He has worked in various roles within Truist and its predecessor firms since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platforms.

Corey Heck is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Truist Advisory Services since 2022 and previously spent over a decade at Wells Fargo in various advisory roles. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supplemented by AI-enabled research tools and inter-affiliate resources.

Christian Patterson is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked with Truist Advisory Services and affiliated firms since 2018, including Bb&T Investments and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies with integration across affiliated entities.

James Beckett is a CFP® professional with 17 years of experience in financial services. He is currently with Truist Advisory Services and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and UBS Financial Services. He is based in Roanoke, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches.