Luis Mendoza is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. 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 third-party platform arrangements and AI-enabled research tools.

Elyssa Gelsino is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Bank and Suntrust Investment Services, Inc. since 2012. 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 both discretionary and non-discretionary approaches and incorporates third-party manager arrangements alongside AI-enabled tools to support investment decisions.

David Salazar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Truist, he worked at Charles Schwab & Co., Inc. and has held positions in various service and hospitality roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Charles Keene is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Truist Advisory Services and Truist Investment Services, having joined in 2021. His prior experience includes roles at BB&T Securities, Bank of America, Merrill, and Banc of America Investment Services. 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, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary and non‑discretionary approaches supported by third‑party research and platform relationships.

Ryan Young is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked in various roles within Truist-affiliated entities since 2021. Prior to his career in financial services, he held positions in retail and service businesses, including the Cavalier Store and Aly Pizza. 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 a blend of discretionary and non-discretionary manager solutions and integrates third-party platforms and AI-enabled research tools within its investment process.

Donna Cabrisses is a financial advisor with Truist Advisory Services in Ashburn, VA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes roles at Merrill Lynch, Pierce, Fenner & Smith and various Truist entities since 2018. 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, investment policy analysis, and fiduciary support, employing both discretionary manager relationships and non-discretionary consulting supported by AI tools and extensive inter-affiliate integration.

Luke Sutter is a financial advisor with Truist Advisory Services holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and Suntrust Investment Services, Inc. since 2015, and has been associated with Suncoast Schools Federal Credit Union since 2011. 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 platform and manager arrangements.

Julio Almeyda is a CFP® professional with 26 years of experience in the financial industry. He has been with Truist Advisory Services, including its predecessor SunTrust Advisory Services, since 2011. Outside of his advisory role, Almeyda is a co-owner and investor in several food and beverage franchises, including Crema Gourmet Espresso Bar and a pizza restaurant concept in Florida. 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.

Austin Mcelroy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealers and Truist Bank.

Camille Noble is a Series 66 licensed financial advisor with Truist Advisory Services, based in Ponte Vedra Beach, FL. She has two years of industry experience, including prior roles at Bank of America and Merrill. 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, fiduciary support, and manager-selection programs, employing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Brian Zarnick is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bb&T 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.

Renee Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at Bb&T Securities and Bbtis from 2015 to 2021. 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 AI-enabled research tools and a proprietary manager-selection program for clients seeking third-party managers.

Reed Ziemianski is a financial advisor at Truist Advisory Services with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Equitable Advisors, as well as positions in education at St. Bonaventure University and Kiski Area High School. 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 manager-selection programs through a combination of discretionary and non-discretionary arrangements, supported by integrated inter-affiliate resources and AI-enabled research tools.

William Merrigan is a financial advisor with Truist Advisory Services holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, E*Trade Capital Management LLC, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party platforms and manager relationships, to implement customized investment solutions.

Nancy Bishop is a financial advisor with Truist Advisory Services in Athens, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Truist Investment Services and Suntrust, spanning over a decade in various advisory and banking capacities. 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 deliver and oversee investment solutions.

Theodore Peters is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Truist Advisory Services since 2016 and was previously with Global Assets Advisors, LLC from 2002 to 2005. Outside of his advisory work, he co-owns an e-commerce business that sells custom-designed t-shirts. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and consulting, supported by third-party platforms and AI-enabled research tools, to offer asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

Stephen Laughter is a financial advisor with Truist Advisory Services, holding a Series 63 license and bringing 28 years of industry experience. He has worked at Truist Advisory Services since 2016, including a prior tenure with Suntrust Investment Services from 2007 to 2017. Outside of his advisory role, he is a partner in a construction company he formed with his son that builds and rehabs houses. 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 through its AMC Advantage program. The firm combines discretionary manager relationships with consulting services and utilizes AI-enhanced research and integrated inter-affiliate resources to support its investment approach.

Jody Mang is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and 18 years of industry experience. Prior to joining Truist Investment Services in 2022, Jody worked at FedEx, CapStar Bank, State Electrical, and Fifth Third Securities. 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 third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Billie Charlton is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Truist Advisory Services since 2021 and was previously with BB&T Securities for eight years. 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, implementing advice through a combination of discretionary and non-discretionary approaches supported by a range of third-party platforms and manager relationships.

Liang Yu Taylor is a financial advisor at Truist Advisory Services with 14 years of industry experience. Taylor holds Series 63 and Series 66 designations and has held positions at several firms including Wells Fargo and CoreCap Investments. Outside of financial advisory roles, Taylor was involved with Alpha Zero Waste Solutions, Inc., an entrepreneurial venture. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of services including asset allocation analysis, fiduciary support, and a manager-selection program. The firm integrates discretionary and non-discretionary strategies and utilizes third-party platforms and AI-enabled tools to support investment decisions.