Nicholas Di Bona is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Parda Credit Union, and Lander University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches supported by third-party platform relationships and uses AI-enabled tools and supervisory oversight for manager selection and reviews.

Tricia Momyer is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor entities since 2015. Outside of her advisory role, she owns an e-commerce business focused on marketing and selling various products online. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches supported by third-party platforms and emphasizes inter-affiliate integration across its services.

William Wilkinson is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Cetera, Wells Fargo, and BB&T, where he gained extensive experience in investment services. Truist Advisory Services offers 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 AI-enabled research tools and interaffiliate operating arrangements.

Spencer Carpenter IV is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and Suntrust Investment Services, Inc. since 2014. Outside of his advisory role, he is a co-owner of a Duck Donuts franchise in West Palm Beach. 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, implementing advice through a combination of discretionary and non-discretionary solutions supported by third-party platforms and manager relationships.

Carla Brown is a financial advisor with Truist Advisory Services in Atlanta, GA. She holds the Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. Her career includes roles at Suntrust Investment Services, J.P. Morgan Securities, and Merrill. 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 and uses third-party platforms and manager arrangements, supported by AI-enabled research and supervisory oversight.

Brian Neff is a Series 66-licensed financial advisor at Truist Advisory Services with 20 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services. 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, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party research and technology.

Randall Scott West is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Advisory Services and Truist Investment Services since 2021, following roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he is the president of The Bethany West LLC, which manages a family church building used for occasional community events. 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.

Gabriella Musrock is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Truist Advisory Services and affiliated firms since 2010, including Bb&T Bank and Bb&T Securities. 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 platform arrangements and AI-enabled research tools.

Ryan Cooke is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior work includes eight years at BB&T Securities and a year at Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm’s approach combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Joel White Jr. is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 65 credential and has worked with Truist and its affiliated entities since 2018. Prior to that, he was with GenSpring Family Offices from 2016 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

David Gonzalez Jr. is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Wells Fargo Bank, N.A. He is based in Clermont, Florida. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight, to deliver tailored investment solutions.

Justin Skoglund 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 and Truist Investment Services since 2016. 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 processes.

Hannah Smith is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with five years of industry experience. Her career includes multiple roles within Truist affiliated firms since 2021, as well as prior positions at Beneficial Investments and Robinson & Stith Insurance. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Blase De Leo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and six years of industry experience. His career includes roles at Truist Investment Services, Merrill, and Solten Corp. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its services.

Justin Hall is a financial advisor with Truist Advisory Services in Elkin, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Truist Advisory Services and its affiliated firms since 2014, including roles at Bb&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting and advisory services to a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, integrates third-party manager platforms, and maintains extensive inter-affiliate relationships to support its AMC Advantage manager-selection program.

Franklin Lefler Jr. is a CFP® with 31 years of industry experience, currently serving at Truist Advisory Services. He has worked with Suntrust Advisory Services and Suntrust Investment Services since 2009. 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, combining discretionary and non-discretionary strategies supported by AI-enabled research and integrated inter-affiliate resources.

Nathaniel Crosby is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following previous roles at Bb&T Securities and Scott & Stringfellow. In addition to his advisory work, he has been involved with Greenville Technical School for over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager oversight.

Jonathon Fant is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Truist Bank, Scott+Scott Attorneys at Law, Virginia Military Institute, and Colonial Forge High School. 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 to implement its advice.

Joshua Griffin is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 10 years of industry experience. He has worked at Truist Advisory Services and its affiliated entities 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a mix of discretionary and non-discretionary arrangements.

Dale Heely is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Virginia Beach, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.