Jamie Kerr is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at various Truist entities and their predecessors since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing both discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Fatima Lopez is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds the Series 66 designation and has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of her advisory role, she manages rental properties in Georgia. 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 and non-discretionary approaches, supported by AI-enabled equity research and inter-affiliate integration with related entities.

Zain Mir is a financial advisor with Truist Advisory Services holding a Series 66 license and one year of industry experience. He has worked within the Truist organization since 2015 in various roles across Truist Bank and Truist Investment Services. 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 third-party platforms to support investment decisions and fiduciary responsibilities.

John Griffis is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. He has worked with Truist Advisory Services since 2021, following ten years at 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, using third-party platforms and AI-enabled research tools to support investment decisions.

Johnathon Cope is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, Invest Financial Corporation, and Merrill. Outside of his advisory work, he is involved in manufacturing sales with a family 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 platforms and AI-enabled research tools.

Shalenee Yalla is a Series 66-credentialed financial advisor with Truist Advisory Services in Charlotte, NC, and has 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC from 2017 to 2021. Outside of her advisory role, she co-owns a rental property in Kirkland, Washington, with her husband. 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 third-party platforms and research tools to implement its investment strategies.

Juan Lenis is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 12 years of industry experience, including a decade at Merrill and Bank of America. Lenis serves on the board of the Florida International University Broward Alumni Association, where he assists in planning networking events and providing career guidance to students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm implements advice through a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Gabriel Krawczak is a financial advisor with Truist Advisory Services in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with Suntrust Securities, Inc. since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Steven Ringer is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has recent experience across various Truist entities since 2018 and began his advisory role in 2026. Prior to Truist, he worked at Dentz Inc - Dennys from 2015 to 2018. 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, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary manager relationships supported by advanced research and inter-affiliate integration.

Carson Shepherd is a financial advisor with Truist Advisory Services in Raleigh, NC. He holds Series 63 and Series 65 designations and has three years of industry experience. His prior work includes roles at Altria and the University of Virginia. 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, utilizing a combination of discretionary and non-discretionary approaches with third-party platforms and AI-enabled equity research tools.

Spiro Natsis II is a CFP® and Series 66-registered advisor with three years of industry experience, currently with Truist Advisory Services. His work history includes roles at Merrill and Truist Investment Services. Outside of finance, he previously worked at Libertyville Gymnastics Academy and in education at Middle School North and Lake Zurich High School. Truist Advisory Services offers 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, supplemented by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Linda Stout is a CFP® with two years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has held various roles within Truist-affiliated entities since 2008. Outside of her advisory work, Stout is involved in several nonprofit organizations, including serving as Chair Elect for Economic Development at the Development Commission of Space Coast and holding board positions with United Way of Brevard, Junior Achievement of Space Coast, and the Brevard County Estate Planning Council. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, with a notable level of integration among Truist-affiliated entities.

Emily Beard is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked in various roles at Truist and its affiliated entities since 2020. Prior to that, she held positions at Suncoast Credit Union, Midflorida Credit Union, Bealls Outlet, and South Florida State College. 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 with a focus on manager selection, supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Michael Stone Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Truist affiliated firms since 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and investment oversight.

Mary Norman Hales is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Outside of her advisory role, she serves as a councilwoman for the town of Kenly and is a board member of the Barton College Alumni Association. 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 third-party platform arrangements.

Frank Violini is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has been with Truist and its affiliated entities since 2016, with prior experience 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, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Blake Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at Bb&T Securities and Bbtis from 2012 to 2021. 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 manager relationships supported by AI-enabled research tools and emphasizes inter-affiliate integration in its advisory approach.

Samantha Gillespie is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She has worked within the Truist organization and its predecessors since 2002, including roles at BB&T Investments and BB&T Securities. 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 and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Roger Perry is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Investment Services, and SunTrust Bank, spanning from 2015 to the present. 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 manager-selection programs, implementing advice through a combination of discretionary manager relationships and consulting supported by proprietary research and inter-affiliate integration.

Elinor Wessels is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2002, initially working in International Private Banking and Services before transitioning to U.S. Onshore roles focused on Private Asset and Wealth Management and Private Banking. Currently, she helps clients manage their wealth to meet individual and business needs by creating personalized wealth management strategies utilizing the investment insights of Merrill and the banking solutions of Bank of America. Elinor received a Bachelor's Degree in Financial Economics with a concentration in International Economics from Binghamton University. She further earned a Masters of Business Administration with a double major in Finance and Organizational Behavior (Human Resource Management) from Baruch College. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Throughout her career, Elinor has worked with diverse clients and held roles at Bank Leumi, Deutsche Bank, and Capital One Private Bank. She has experience in areas including family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, and socially responsible investing. Elinor is also involved in mentorship and coaching for women-owned businesses. Her personal interests include biking, gardening, ice skating, painting, spending time with family, swimming, traveling, and watching movies.