Addison Lin is a financial advisor with Truist Advisory Services in Raleigh, NC. He holds the Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at First Citizens Investor Services and North Carolina State University. 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.

Michael Hill is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and E*TRADE Securities LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates advanced AI-enabled research tools and offers specialized manager selection programs while operating with significant inter-affiliate coordination.

Willy Gamez is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA before joining SunTrust Advisory Services in 2017, which became part of Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and a manager-selection program. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support its investment process.

Janet Fisher is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. Fisher serves as a board member for the Charlotte Tennis Association, where she helps organize local youth and adult tennis tournaments. 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 both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Susan Imel is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Merrill and BB&T Securities prior to joining Truist. Outside of advising, she occasionally serves as a notary public in Mecklenburg County. 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, and fiduciary support, implementing advice through discretionary manager relationships and consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Rhonada Weaver is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has 12 years of industry experience, with prior roles at firms including Merrill and Taylor Financial Group. Weaver is based in Blacksburg, VA. 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 non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Niles Greene is a financial advisor with Truist Advisory Services in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His career includes roles at Truist Advisory Services and Truist Bank since 2016, as well as previous experience with Wells Fargo Clearing and Wachovia Securities. 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 manager relationships supported by AI-enabled research tools and inter-affiliate integration.

Jehu Francois is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Truist Investment Services, Royal Alliance, and TIAA-CREF. Outside of finance, he owns a rental property management business. 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.

Austin Petrovich is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services and Suntrust Advisory Services. Outside of finance, he has been involved with Uber EATS for six years. 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 AI-enabled equity research and integrated inter-affiliate resources.

Theodore Bennett Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Suntrust Advisory Services and SunTrust Investment Services since 2016. Outside of advisory work, he owns a business that provides audio/visual equipment and performance promotion services for entertainment purposes. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Willie Stokes is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. His prior work includes roles at TIAA-CREF, Innovation Partners LLC, Mass Mutual Investors Services, MSI Financial Services, Alight Financial Solutions, and LPL Financial. 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 employs a combination of discretionary and non-discretionary strategies and integrates advanced research tools, offering a comprehensive approach to manager selection and portfolio oversight.

Taylor Whitford is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities, LLC and BB&T Investment Services, Inc. Outside of advising, Whitford is a co-owner of a boat slip rental business in Beaufort, North Carolina. 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, fiduciary support, participant advice, and a manager-selection program that uses a combination of discretionary and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Megan Childress is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SunTrust Investment Services and SunTrust Bank since 2016, as well as Wells Fargo Clearing from 2014 to 2016. Outside of her advisory role, she owns and manages a rental property in Virginia. 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.

Gail Tencer is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Truist-affiliated firms since 2011. 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 AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

Jon Bohnert is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Private Client Services, and Janus Distributors LLC. Outside of his advisory work, he owns and operates Bohnert Pickleball LLC, which organizes pickleball tournaments in Louisville, KY. 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.

Christopher Peters is a Series 66-registered financial advisor with Truist Advisory Services, bringing 14 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. He serves as treasurer for his local homeowners association in Fort Worth, TX, where he reviews financial statements and vendor contracts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

Jose Fonte is a financial advisor at Truist Advisory Services in Weston, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Thrivent Investment Management and Truist Investment Services, along with teaching positions at Florida International University, Florida Atlantic University, and St. John Paul II High School. 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 AI-enabled research tools and inter-affiliate integration.

Kara Grabow is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Truist Advisory Services in 2026, she worked at Truist Bank from 2020 to 2026 and previously at Buy Buy Baby from 2015 to 2020. 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, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by affiliated entities and third-party platforms.

Mei Moy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Citigroup Global Markets for 17 years before joining Truist in 2024. Outside of her advisory work, she is a part owner of a family residential property in Chicago. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Zachary Muhr is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Truist Advisory Services and its affiliated firms since 2016, including roles at BB&T Securities and Truist Investment Services. 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.