Angela Jones is a financial advisor with Truist Advisory Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Truist Investment Services since 2000 and has worked at Trust Advisory Services, Inc. since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, using third-party platforms and AI-enabled tools to support investment decisions and manager oversight.

Katie Ellis is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience, with prior roles at BB&T Securities, First Citizens Investor Services, and First Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Austin Sutphin is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 65 designation and has prior roles with Virginia Tech, the Virginia Tech Foundation, and CVS Health. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platforms and employs AI-enabled tools in its research and oversight processes.

Lloyd Coates Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled equity research and inter-affiliate integration, to deliver its investment offerings.

Debra Reardon is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 32 years of industry experience. She has been with Truist in various capacities since 2006, including roles at Truist Investment Services and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches supported by third-party platforms and employs AI-enabled tools alongside traditional research to inform manager selection and portfolio oversight.

Damon Ellison Jr. is a Series 66-licensed advisor with Truist Advisory Services, bringing four years of industry experience. He previously worked at Merrill and Bank of America, N.A. Damon is active in his community as a Chamber Ambassador for the Golden Isles Chamber of Commerce and serves on the Board of Directors for the D M County Chamber of Commerce. He also manages operations for Selling Green Wellness Bar, a business focused on promoting wellness through juicing. 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 with consulting services and uses AI-enabled research tools alongside inter-affiliate integration to support its investment programs.

Robert Nejman is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked with Truist Investment Services since 2010. Nejman is involved as a capital investor in a recreational vehicle and boat storage facility. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies with oversight from dedicated research and investment teams.

Mark Hudson is a CFP® and holds a Series 66 license, with 25 years of experience in the financial services industry. He has been affiliated with SunTrust Bank and its related entities since 2000, including roles at SunTrust Investment Services and SunTrust Advisory Services. He currently serves as a financial advisor at Truist Advisory Services in Columbus, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Daniel Huth is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work includes roles at UBS Financial Services and M&T Bank. Outside of his advisory work, he occasionally assists with a non-investment related collectibles business run by his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through both discretionary and non-discretionary arrangements.

Brentley Jones is a CFP® with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he spent 15 years with SunTrust Investment Services and 5 years with SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

La Terra Frechette is a Series 66-licensed financial advisor with Truist Advisory Services, based in Charlotte, NC, and has two years of industry experience. Her work history includes roles at Truist and TIAA, as well as experience in education and athletics. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships and non-discretionary consulting supported by AI-enhanced research and inter-affiliate integration.

Jonathan Collins is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Truist Advisory Services and has held multiple roles within affiliated Truist entities since 2019. He serves as treasurer for a nonprofit organization founded by his daughter that raises funds for local charities through the sale of bracelets and t-shirts. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and nonprofits. The firm combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and portfolio oversight.

Stephen Pattison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services, Inc. since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary strategies, supported by third-party platform arrangements and AI-enabled research tools.

Christopher Hett is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been employed with SunTrust Bank since 2006. He is based in Saint Augustine, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies.

Michael Swann is a CFP® with 30 years of experience in the financial services industry. He has been with Truist Advisory Services since 2016, including its predecessor entities, and currently serves as an advisor at Truist Advisory Services and Truist Investment Services. Outside of his advisory role, he co-owns The Swann Group, LLC, a family business involved in property development and management. 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 analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by inter-affiliate integration and third-party platforms.

Lucas Marquez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2013. Outside of his advisory role, he is an authorized member of High Five Capital, LLC, an investment entity in real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm offers services including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Amanda Timirchand is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior work includes roles at Truist Bank, Footlocker, and Journeys. She serves as a board member of Runway to Hope, an organization supporting families facing pediatric cancer in Central Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm utilizes a mix of discretionary and non-discretionary management with extensive inter-affiliate integration and oversight.

Thomas Green III is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 65 designation and has worked at Truist Advisory Services since 2024, following roles at Truist Investment Services, Inc., Ascenus, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jose Reyes is a Series 66 licensed financial advisor with six years of industry experience, currently with Truist Advisory Services. His prior roles include positions at Suntrust Investment Services, BB&T, and Bank of America. He serves as a board member of Love Church, a nonprofit religious organization, where he participates in budget and expense approvals. 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 supported by AI-enhanced research and extensive inter-affiliate integration.

Robert Reich is a CFP® and CFA® credentialed financial advisor with Truist Advisory Services, bringing 10 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has held roles at related SunTrust entities since 2000. Outside of advising, Reich serves as a director for Square One Armoring Services, a manufacturer of armored vehicles based in Miami. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, with an emphasis on integrated inter-affiliate service arrangements.