Richard Arduengo is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Suntrust Advisory Services, Inc. since 2017 and Suntrust Investment Services, Inc. since 2014. 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.

Chandler Altman is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 66 designation and has held prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Outside of finance, he is involved in the entertainment industry as a DJ, electronic music producer, and owner of an independent electronic music record label. 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 that combines discretionary and non-discretionary approaches supported by AI-enabled research and extensive inter-affiliate integration.

Renee Johnson is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She previously worked at JPMorgan Chase Bank and Wells Fargo in various roles from 2015 to 2025. Outside of her advisory work, she serves on the executive board and finance committee of Friends of WLRN, a local public media nonprofit, and is on the executive board of the Boca Bowl, an event managed by ESPN Events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Holli Milliken is a CFP® professional with 24 years of industry experience, currently affiliated with Truist Advisory Services. Her career includes roles at LPL Financial and First Citizens Asset Management. Milliken holds a Series 66 license and works out of Columbia, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment solutions and utilizes third-party platforms and AI-enhanced research to support its manager selection and oversight processes.

Lynard Holland is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Securities before joining Truist in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, fiduciary support, and a manager-selection program that uses both discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.

Jorge Balladares is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Santander Securities, LLC and Santander International Private Banking. He has been with Truist Advisory Services since 2023. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Wayne Griffin is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 36 years of industry experience. His career includes long-term roles at Scott & Stringfellow, Inc. and Bb&T Securities, LLC prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Erik Bryant is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked at Cadence Bank and JP Morgan Chase. 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, and fiduciary support, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools and third-party manager relationships.

Sylvia Crow is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BBT from 2005 to 2022. 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 mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to implement client investment strategies.

Elyse Jacobs is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. She has been with SunTrust advisory entities since 2000, including ten years at 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 offers asset allocation, investment policy analysis, plan sponsor 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.

Judith Harkleroad is a financial advisor at Truist Advisory Services with 30 years of industry experience. She has held positions at Truist Advisory Services since 2016 and has been with Truist Investment Services, Inc. since 1998. Her professional credentials include Series 63 and Series 66 licenses. 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 manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools to assist in manager selection and oversight.

Karen Kahn is a Certified Financial Planner® with 30 years of industry experience, currently affiliated with Truist Advisory Services. She has been with Truist since 2016, working across Truist Advisory Services, Truist Investment Services, and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate operations.

Jennifer Powell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2016 and spent a year at SunTrust Investment Services prior to that. Outside of advising, she and her husband manage a part-time Airbnb rental of her grandparents' home. 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 and non-discretionary management strategies, supported by third-party platforms and AI-enabled research tools.

Manuel Fernandez is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2003, as well as a brief tenure at Morgan Stanley Dw Inc. in 2001-2002. Outside of his advisory role, he plays drums for a band performing live in Miami. 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 with non-discretionary consulting and employs AI-enabled tools for research, supporting a comprehensive manager selection and oversight process.

Joshua Howard is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and has prior work experience at Truist Investment Services, Neiman Marcus Group, Burberry, and Bank of America. Outside of finance, he worked briefly in the entertainment sector at High Seas Miniature Golf. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and fiduciary support.

Carmen Eastes is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2016. She has previously worked with SunTrust Investment Services and Truist Investment 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate arrangements, to deliver its investment solutions.

James Schiermeyer is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Investment Services, SunTrust Bank, and BB&T Securities. Outside of his advisory work, he serves on the advisory board of Booker T. Washington High School for the Performing and Visual Arts and holds board membership at Bent Tree Country Club. 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 platform arrangements and AI-enabled equity research tools.

Orlando Aska is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Timothy Partners, Nike, and Campus Crusade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Brian Rogan is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Associated Bank. Rogan is based in Chicago, IL. 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, investment policy analysis, fiduciary support, and a manager‑selection program, using a combination of discretionary and non‑discretionary services supported by inter‑affiliate integration.

Matthew Lochrane is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at Truist Advisory Services, SunTrust Advisory Services, SunTrust Bank, Wells Fargo, and Wells Fargo Clearing. 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 approaches, supported by third-party platforms and research tools, to manage investments and provide fiduciary support.