Richard Levinson is a CFA® charterholder with four years of industry experience. He has been with Truist Advisory Services since 2022 and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank for over 30 years combined. Outside of his advisory role, Levinson serves as a trustee and power of attorney for several family trusts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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 approaches using third-party platforms.

Lisa Matthews is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Truist and its predecessor firms since 2014. Matthews serves as a board member and director of the East Coast Estate Planning Council. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program combining discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.

David Mccollum is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 credential and 15 years of industry experience. His previous roles include positions at Modera Wealth and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools in its investment process.

Joseph Varamo is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 45 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following a 20-year tenure at BB&T Investment Services and three years at BB&T Securities. 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 and non-discretionary management through third-party platforms and integrates inter-affiliate resources to support investment and fiduciary solutions.

Thomas Rouse is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC from 2014 to 2021. Outside of his advisory work, he owns a timber property used for occasional timber sales and family recreation, and he serves as a board member at St. James United Methodist Church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by inter-affiliate integration and AI-enabled research tools.

Andrea Arismendi is a financial advisor with Truist Advisory Services holding a Series 66 designation and eight years of industry experience. She has been with Truist Advisory Services since 2018 and previously worked at SunTrust Bank from 2014 to 2017. 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 platforms and AI-enabled research tools, to deliver a range of investment solutions.

Jenna Yingling is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds a Series 66 designation and has held prior roles at Morgan Stanley Smith Barney and La Belle Shell. Yingling serves on the board of directors for The Carousel Center, a nonprofit child advocacy organization in Wilmington, NC. 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 a manager-selection program delivered through a combination of discretionary manager relationships and non-discretionary consulting.

Emil Manzano is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup and Amerant Investments. 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 approaches supported by third-party platforms and AI-enabled research tools.

Samantha Mcdevitt is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and affiliated firms since 2015. Outside of her advisory role, she is a member of S Enterprises LLC, where she is involved in farming, livestock, and photography activities. 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, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Andrew Castellano is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Castellano serves as a trustee for Norfolk Collegiate School, participating in governance decisions for the private school. 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, uses third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration across its services.

Ryan Berry is a financial advisor with Truist Advisory Services in Richmond, VA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at SouthState Bank, LPL Financial, and a long tenure at BB&T. 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 fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Kristina Verna is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools to support its investment process.

Meghan Roach is a CFP® with 19 years of industry experience, currently serving at Truist Advisory Services. She has worked at BB&T Securities, LLC and multiple SunTrust affiliates since 2016. Outside of her financial advisory role, she is the owner of oil and gas leases, receiving royalties without active management responsibilities. 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 utilizes third-party platforms and AI-enabled research tools to support investment decisions.

Devian Blocker is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2024, he worked at Wells Fargo Clearing, J.P. Morgan Securities, and Wells Fargo Bank. Outside of his advisory role, he owns The Wireless Woman, a part-time retail or hospitality business. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platform support and integrates services across affiliated entities.

Itai Tsur is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services. He previously worked at Merrill from 2018 to 2025 and has held leadership roles with several nonprofit organizations, including the Georgia Planned Giving Council and the American Jewish Committee’s Atlanta Chapter. He is also involved with the Children's Healthcare of Atlanta Foundation as a Legacy Advisor. 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, consulting, and AI-enhanced research tools.

Barbara Martin is a financial advisor with Truist Advisory Services in Dunedin, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Truist Investment Services, Chase Investment Services Corp., and Northwestern Mutual Investment Management. She has been with Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured manager selection process.

Courtney Abrecht is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held positions at BB&T Investments and BB&T Securities. Outside of her advisory role, she serves as a board member and treasurer for her local homeowners association in Frederick, MD. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platform and manager arrangements.

Christopher Trokey is a CFA® charterholder based in Nashville, TN, with 24 years of industry experience. He has worked at Truist Advisory Services and its predecessor entities since 2018 and previously spent 13 years with GenSpring Family Offices, LLC. Outside of his advisory role, he is licensed as an armed security guard and provides contracted security services for nonprofit events. 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 a manager‑selection program, combining discretionary and non‑discretionary approaches supported by AI-enabled research and integrated inter-affiliate resources.

David Gray is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Scott & Stringfellow, Inc. He has been with Truist Advisory Services since 2018. 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.

Nicole Keating is a financial advisor with Truist Advisory Services in Altamonte Springs, FL, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has worked with various SunTrust entities since 2015, including SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. 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, supported by AI-enabled research and a structured manager-selection program.