James Cann is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Truist Advisory Services since 2016 and with Truist Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a focus on inter-affiliate integration and comprehensive supervisory oversight.

Calvin Hatcher is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Outside of his advisory work, he is a co-owner of Cafe Milo and is involved in real estate investment as managing partner of Hatcher Pardis Real Estate Investment, LLC, and as owner of Hatcher & Associates LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Arnelle Filsaime Johnson is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with SunTrust Investment Services and its affiliated advisory entities since 2016. 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.

Adam Joseph is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. Based in Tampa, FL, he has a decade of tenure 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 utilizing third-party managers and AI-enabled research tools.

Benjamin Thompson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has four years of industry experience, including prior roles at Brewer Law Firm and Charleston School of Law. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate operating arrangements.

Melanie Nunnally is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Advisory Services, and Scott & Stringfellow, Inc. She has been with Truist Advisory Services since 2021. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non‑discretionary consulting, supported by third‑party platform agreements and AI-enabled research tools.

Steven Dinh is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and having eight years of industry experience. His prior roles include positions at Citizens Securities, Wells Fargo Clearing, and Wells Fargo Bank. He is based in Garner, NC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Antonio Fortson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 certifications and 14 years of industry experience. His work history includes roles at Truist Investment Services, BB&T, and Wells Fargo Advisors. He serves on the boards of the Alpha Upsilon Lambda Educational Foundation and Feeding the Valley Food Bank. 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 alongside third-party platform arrangements.

Jasmine Martin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at VALIC Financial Advisors and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships and utilizing third-party platforms and manager arrangements to support client portfolios.

Michael Katz is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Truist Advisory Services and previously worked at Wells Fargo for 17 years. Katz is based in Chicago, IL. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm uses a combination of discretionary and non-discretionary management strategies and employs third-party platforms and AI-enabled research tools to support its investment processes.

Marty Stamps is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Truist Advisory Services in various capacities since 2002. His career also includes a brief tenure at GESS INTL / CYCLUM RENEWABLES. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of solutions including asset allocation, fiduciary support, and manager-selection programs that utilize both discretionary and non-discretionary approaches.

Philip Verde is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Truist Advisory Services since 2016 and holds additional roles at Truist BANKS, INC. and Truist Investment Services, Inc. outside of his advisory work, he serves on the board of the Broward County Film Society, a nonprofit organization that operates cinemas and organizes the Fort Lauderdale International Film Festival, and he is involved in private investments related to film production. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary manager relationships and third-party platform arrangements.

Constantinos Koustenis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. for over a decade. 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, fiduciary support, participant advice, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research and inter-affiliate resources.

Richard Giles is a financial advisor at Truist Advisory Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, Scott & Stringfellow, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, and charitable clients, including retirement plan sponsors and participants. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enhanced research and inter-affiliate integration.

Martin Grady is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BB&T Securities, Invest Financial Corporation, Midsouth Capital, and UBS Financial Services. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Logan Conroy is a Series 66 licensed financial advisor with 11 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and Bb&T Investment Services, Inc. He is based in Roanoke, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, implementing advice through discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Kevin South is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

James Jones Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at Thrivent Financial for Lutherans and BB&T Investment Services. He also receives renewal commissions from previous Medicare Advantage insurance sales. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate resources.

Robert Lareau is a financial advisor with Truist Advisory Services in Cary, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Truist Advisory Services and its affiliated entities since 2015, including prior roles at BB&T and its related firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and an AI-enabled Equity Research team.

Angela Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. Her career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Truist Advisory Services in 2022. Outside of her advisory work, she is the owner of two ventures focused on developing organizational tools and wellness apps for women and families. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary manager relationships and third-party platform solutions.