Edward Danser is a CFP® professional affiliated with Truist Advisory Services, based in Charlotte, NC, with 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2010. Outside of his advisory role, he is a partner in an LLC formed for investing in a hotel opportunity alongside family members. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers fiduciary support, asset allocation analysis, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements, supported by AI-enabled research and integrated inter-affiliate services.

Tyrone Debique is a CFP® professional with 27 years of experience in the financial industry. He is currently with Truist Advisory Services and has previously worked at notable firms including Merrill, Raymond James & Associates, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory role, Debique has interests in the nutrition and fitness sector, holding ownership and management positions in several related online and supplement businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and extensive inter-affiliate integration.

Brett Staples is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at BB&T Securities and J.P. Morgan Securities. Outside of his advisory role, he is vice president and instructor at an indoor cycling company and serves on the boards of the Fund for the Arts and the Education Alliance of West Virginia. 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 advanced research and inter-affiliate integration.

Melanie Chenault is a financial advisor at Truist Advisory Services with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including BB&T Securities, HSC Wealth Advisors, Northwestern Mutual Investment Management, and Citigroup Global Markets. Outside of her advisory role, she serves as President of the Laxton Square Homeowner’s Association in Lynchburg, VA. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Rachel Ashman is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at SunTrust Bank and SunTrust Advisory Services, where she worked from 2016 to the present, and The Prudential Insurance Company of America from 2016 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program supported by AI-enabled research and integrated inter-affiliate services.

Thomas Abood is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 designations. He has 33 years of industry experience, including ten years at SunTrust Investment 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, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches alongside third-party platforms and AI-enabled research tools.

Jonathan Robinson is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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 a multi-affiliate operational structure.

Dean Channell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Truist Advisory Services since 2021 and prior to that held positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc. He is based in Raleigh, NC. 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, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through both discretionary manager relationships and non-discretionary consulting.

Rachel Glasstetter is a financial advisor at Truist Advisory Services in Dallas, TX, with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked within various Truist entities since 2022. Before her advisory career, she was a full-time college student. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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 both discretionary and non-discretionary solutions.

Ann Ruane is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Justin Ramsburg is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and seven years of industry experience. Prior to joining Truist Investment Services in 2022, he worked at FCB Bank and Middletown Valley Bank. Outside the financial sector, he has managed JR Ramsburg Farm since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with AI-enhanced research and integrated inter-affiliate services.

Mohan Badgujar is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Merrill Lynch and UBS Financial Services. Mohan has been with Truist Advisory Services since 2017. 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 non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Patrice Davis is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist Advisory Services and its affiliated entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Ignacio Cirnigliaro is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2018 to 2024. Outside of advisory work, he co-owns a real estate rental business. 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 equity research and integrated inter-affiliate services.

Joshua Weaknecht is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and BB&T, among others. He serves as a board member of the Historic Bethlehem Museums & Sites. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its investment process.

Mary Kane is a Series 66 credentialed financial advisor with one year of industry experience, currently with Truist Advisory Services in Charlotte, NC. Her career includes roles at Truist Wealth, Pearson, and Virginia Tech Pamplin College of Business. Truist Advisory Services provides investment consulting and advisory services to a broad range of clients including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools in its investment process.

Julia Siterlet is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at UBS Financial Services from 2016 to 2023 before joining Truist Advisory Services and Truist Investment Services in 2023. 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 third-party platforms and AI-enabled research tools.

Christopher Dent is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2022, following six years at Key Investment Services LLC. Dent is also an owner and partner of Dent-Cylc Enterprises, Inc., a child care and child development business. 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 and non-discretionary consulting, supported by AI-enabled equity research and supervisory oversight, and manages client accounts with integrated inter-affiliate arrangements including affiliated broker-dealer and banking services.

Tyler Chappell is a financial advisor with Truist Advisory Services in Ocala, FL. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing. 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 AI-enabled research tools.

Nicholas Crance is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at T. Rowe Price Investment Services and several Truist entities. He is also affiliated with the University of Maryland University College. 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 approaches, leveraging third-party platforms and AI-enhanced research to support manager selection and oversight.