Nichole Double is a Series 66-licensed financial advisor with Truist Advisory Services, based in Knoxville, TN. She has four years of industry experience, including roles at Truist Investment Services and Truist Bank. Prior to entering financial services, she worked at Aramark. 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 implemented through a combination of discretionary and non-discretionary strategies, supported by AI-enabled research tools and inter-affiliate integration.

Rudina Ruci is a financial advisor at Truist Advisory Services with a Series 66 designation and three years of industry experience. She has held various roles within Truist, including positions at Truist Investment Services and Truist Bank, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, leveraging third-party platforms and manager arrangements, and emphasizes inter-affiliate integration in its service delivery.

Frank Fato Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2012. Outside of his advisory role, he is involved as a customer service representative at Twin Oaks Home Sales, a family-owned manufactured homes dealership. 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 AI-enabled research tools.

Julia Dorer is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services LLC and Realpage, Inc. Outside of her advisory work, she assists with administrative functions in a residential real estate business. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, corporations, retirement plans, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integrations.

Cullen Kline is a financial advisor at Truist Advisory Services with Series 63 and Series 66 credentials. He has been in the industry since 2026 and has experience at multiple firms including Creative Financial Network and Northwestern Mutual Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches with support from third-party platforms and manager due diligence.

Jennifer Butterworth is a financial advisor at Truist Advisory Services with a Series 66 designation and just over one year of industry experience. Her prior work includes roles at Truist Bank and State Farm. 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 along with third-party platforms and AI-enabled research tools.

Mark Dinora is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Capital One Financial, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Corrine Voight is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 credential and has worked at Truist Advisory Services and Truist Investment Services since 2022, following previous roles at Bank of America and Merrill. 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 third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Nicolas Hernandez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and various Truist-affiliated entities. 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 platforms and AI-enabled research tools.

Matthew Hale is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Truist and its predecessor firms since 2018, with prior experience at JJB Hilliard W.L. Lyons LLC. Outside of his advisory role, Hale volunteers as a church pianist on Sundays and occasionally receives compensation for special events. 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 third-party platform arrangements and an AI-enabled equity research team.

Patrick Hojan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch/Bank of America, Cetera, and Regions Bank. He serves as a board member for the Columbus Symphony Orchestra, a nonprofit organization in Columbus, GA. 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 equity research.

John Mize is a financial advisor with Truist Advisory Services in Columbus, GA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2000. Outside of his advisory role, he co-owns a condominium in Panama City Beach primarily for family use. 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 strategies, leveraging third-party platforms and manager relationships to deliver tailored investment solutions.

Sasha Lauzon is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining SunTrust Advisory Services in 2018, which later became Truist Advisory Services. Outside of finance, he is also a disc jockey and serves as the president of DJ Sasha Lauzon, a musical curation business based in Miami. 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, implementing advice through discretionary and non-discretionary manager relationships alongside AI-enabled research and integrated inter-affiliate resources.

Tracy Rosson is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with SunTrust advisory affiliates since 2010, including SunTrust Advisory Services since 2016. 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.

Eunjoo Fenton is a CFP® professional with 39 years of industry experience, currently affiliated with Truist Advisory Services in Fairfax, VA. She has worked at SunTrust Advisory Services and SunTrust Securities since 2001. 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 approaches, integrating third-party platforms and manager relationships to support its AMC Advantage program and other investment solutions.

Jason Davis is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Truist Advisory Services and has prior experience at SunTrust Advisor Services, BB&T, Community Trust Bank, 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 combines discretionary and non-discretionary approaches and utilizes third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Chloe Clark is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Truist Investments and Investment Performance Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program.

Carlo Oldani is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities for eight years. He serves on the local board of directors for Public Radio East, a volunteer role supporting the regional NPR affiliate in Eastern North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 manager relationships and third-party platforms.

Cheyenne Knueppel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Insite Group, Bank of America, Merrill, and Robinhood Markets. Outside of finance, she has been involved in several small business ventures, including nightclub and concert venue operations. 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.

Mark Cutler is a financial advisor with Truist Advisory Services in Greenville, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021, following a decade at BB&T Investments and three years at BB&T Securities. Outside of his advisory role, he serves as Treasurer for the Portside One Homeowners Association. 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 research tools and integrated inter-affiliate resources.