Jamie Mackenzie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of his advisory role, Mackenzie owns a life coaching business and operates multiple online retail ventures, including photography sales and an Amazon influencer website. 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, participant advice, and a manager‑selection program implemented through a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and research.

Kathy White is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Truist-affiliated firms since 2006. 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 to manage client portfolios and oversee investment selections.

David Yuschak is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Truist Advisory Services since 2016, including its predecessor Suntrust Advisory Services, and previously spent over a decade at Suntrust Bank. Outside of his advisory role, he serves as treasurer on the board of his daughter's high school girls' flag football team. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program that blends discretionary and non-discretionary management through third-party platforms and ongoing oversight.

Michael Cheleuitte is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for nine years. 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 platforms and AI-enabled research tools.

Jeannine Klos is a financial advisor at Truist Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and Truist Investment Services. Outside of her advisory role, she serves as a non-compensated corporate treasurer for a privately held residential real estate appraisal firm owned by her family. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that leverages third-party platforms and AI-enabled research tools.

David Norvell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include a 15-year tenure at TIAA and a position at LPL Financial. Outside of advising, he works as a food delivery person for DoorDash. 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 manager-selection services, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Alexander Aguilera is a financial advisor with Truist Advisory Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Morgan Stanley and E*Trade Securities LLC. Outside of finance, he has experience with Water Leak Detectors Inc., indicating involvement in entrepreneurial activities. 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 and non-discretionary approaches, supported by third-party platform arrangements and AI-enabled research tools.

Susan Seitter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with SunTrust Advisory Services and SunTrust Investment Services since 2013. 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 a supervisory Investment Advisory Group.

Joseph Denney is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BB&T Investments, Bb&T Securities, and Wells Fargo Clearing prior to joining Truist in 2021. 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 third-party platforms and AI-enabled research tools.

Helene Moll is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently with Truist Advisory Services and has previously worked at Truist, BB&T Securities, and 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 combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and manager arrangements to support its offerings.

Blake Manley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Truist Advisory Services and has held positions at Truist Investment Services, 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 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 that combines discretionary and non-discretionary approaches.

Joseph Yano is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at SunTrust Advisory Services and SunTrust Investment Services. Yano is based in Richmond, VA. 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, including affiliated broker-dealer and bank services.

Steven Dechiario is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. 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 platforms and AI-enabled research tools.

Diego Lasso is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019, and previously worked at SunTrust Bank and Columbia Restaurant. 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 AI-enabled research tools and inter-affiliate integration across Truist entities.

Michelle Dees is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding the Series 66 designation and bringing 14 years of industry experience. She has worked at Truist Advisory Services since 2021, following roles at BB&T Securities and Merrill. 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 platforms and AI-enabled research tools.

Nicolas Barone is a financial advisor with Truist Advisory Services based in Orlando, FL. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors. 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, employing AI-enabled research tools and offering a manager-selection program through affiliated entities.

Harrison Fisher is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Bank of America, Merrill, and Centerra-SRS. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Jordan Haglin is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Financial and CedarStone Bank. Outside of his advisory work, he has experience with entrepreneurial ventures such as Haglin Technology Innovations and Madden's on Gull Lake. 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, utilizing third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Derek Ryder is a financial advisor with Truist Advisory Services in Pensacola, FL. He holds the Series 66 designation and has four years of industry experience. Prior to his current role, he worked at Truist Bank from 2014 to 2022. 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, using a combination of discretionary and non-discretionary approaches with oversight from an Equity Research team and an Investment Advisory Group.

Jason Hyslop is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He previously worked at Raymond James & Associates for 19 years and spent time with Raymond James Insurance Group. Hyslop holds Series 63 and Series 65 licenses and is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.