Jordan Jensen is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Truist in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Keith Lerner is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Truist Advisory Services. He has held various roles within Truist and its predecessor entities since 2012 and also worked at GenSpring Family Offices. Outside of his advisory work, Lerner serves as a board member of Breakthrough T1D, an organization focused on funding and advancing research for Type 1 diabetes. 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 consulting supported by third-party platform arrangements.

Lawrence Bender Jr. is a financial advisor with Truist Advisory Services in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent seven years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies, supported by AI-enabled research tools and inter-affiliate integration with Truist’s broader financial services.

Jeffrey Dunn is a financial advisor at Truist Advisory Services in Atlanta, GA, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at BB&T Securities, LLC, and SunTrust Advisory Services. He serves as Chairman of the Atlanta Sports Council, where he leads board meetings and supports fundraising efforts involving corporate and municipal leaders. 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 manager relationships and integrates AI-enabled tools in its investment research and manager selection processes.

Lori Mcguire is a financial advisor at Truist Advisory Services with the ChFC® designation and a Series 63 license. She has four years of industry experience and previously worked at Bb&T Wealth for seven years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Marylin Gonzalez is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Truist and SunTrust affiliates since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integration.

John Collins is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at BB&T Securities, SunTrust Investment Services, Raymond James Financial, Morgan Stanley, and Ameriprise. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 inter-affiliate integration, to deliver its AMC Advantage manager-selection program and fiduciary support.

Ashley Harward Sr. is a CFP® with 24 years of experience in financial advisory. He is currently with Truist Advisory Services, having joined in 2018 through its predecessor firms. His prior experience includes roles at LPL Financial and Uvest Financial Services Group. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Susan Crump is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Truist and its predecessor firms since 1998, including roles at Bb&T Investment Services 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 offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Douglas House is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has 11 years of industry experience and has previously worked at Merrill, Bank of America, and Charter Communications. House is based in Greensboro, NC. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Alexander Benassi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a part-owner of a mixed martial arts training facility in Evanston, Illinois. 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 mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Pryam Leonce is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its predecessor entities since 2016. Prior to that, he worked at SunTrust Bank and SunTrust Investment Services. 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, utilizing a combination of discretionary and non-discretionary strategies supported by a dedicated Equity Research team and supervisory oversight.

Kelly Borth is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has four years of industry experience, including five years with Truist Investment Services and seven years with the Howard County Public School System. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Yen Nguyen is a financial advisor with Truist Advisory Services in Springfield, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Truist, Nguyen has worked with Wells Fargo Advisors and Wachovia Bank. 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 third-party platforms and AI-enabled research tools.

Niklas Oskarsson is a CFA® charterholder with 10 years of industry experience, currently serving at Truist Advisory Services since 2021. He previously worked at Bb&T Wealth and Virginia Global Asset Management. Outside of his advisory role, he serves as a board member for the Virginia Symphony Foundation, which focuses on symphonic performances, music education, and community engagement in Southeastern Virginia. 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 a manager-selection program that combines discretionary and non-discretionary management through third-party platform relationships.

Adison Ford is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to his current role starting in 2023, he worked at Texas Capital Bank Private Wealth Advisors and Texas Capital Bank, as well as at RSM and the University of Mississippi. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kiel Upton is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked at Truist Advisory Services since 2025, following roles at Truist Investment Services, BOK Financial, and Edward Jones. 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 that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Todd Via is a Certified Financial Planner® (CFP®) with 27 years of industry experience. He is currently with Truist Advisory Services and has held roles at SunTrust Advisory Services and SunTrust Securities, Inc. for over two decades. Outside of advising, he manages a rental property in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Nanci Spires is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 licenses. She has 12 years of industry experience, including prior roles at Fifth Third Securities and Fifth Third Bank. 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 AI-enabled tools to support investment decisions.

Jessica Council Verner is a financial advisor at Truist Advisory Services in Charlotte, NC, holding a Series 66 designation. She has worked in various roles within the Truist organization since 2017 and has experience outside the financial industry as a co-owner of Proof Bar and Lounge from 2016 to 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis and fiduciary support. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools.