Pratt Phillips IV is a CFP® and holds a Series 63 license with 27 years of industry experience. He currently works at Truist Advisory Services and has held positions within affiliated Truist entities since 2016. Prior to that, he worked at Ameriprise from 2003 to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Daniel Bledsoe is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has seven years of industry experience. He has worked within the Truist organization since 2019, including roles at Truist Advisory Services, Truist Investment Services, and previously BB&T Securities and BB&T. 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 integrates third-party platforms and AI-enabled research tools to support its investment and manager selection processes.

Bern Glasser is a financial advisor with Truist Advisory Services in Norfolk, VA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Old Point National Bank. Outside of his advisory work, he is a member of HBJR LLC, an LLC managing his family’s farm, where he has minimal involvement. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, 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.

Richard Harvey is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include 14 years at LPL Financial, five years at Uvest Financial Services Group, and one year at Questar Asset Management. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools, and emphasizes inter-affiliate integration within the Truist financial network.

Sara Piekutowski is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Truist Investment Services, SpotOn, DISYS/Wells Fargo, and JPMorgan Chase. 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 and non-discretionary consulting, supported by third-party platform partnerships and AI-enabled research tools.

Vallon Mills is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2017 following prior roles at Morgan Stanley. Mills is based in Atlanta, GA. 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, supplemented by AI-enabled research tools and integrated inter-affiliate resources.

Debbie Nagley is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 22 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, with prior experience at BB&T Securities and BB&T Investments from 2006 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Robert Timms is a financial advisor with Truist Advisory Services in Florence, SC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked across multiple Truist and BB&T entities since 2014. Timms serves as Vice President of Greater Florence Habitat for Humanity, a nonprofit organization assisting families in need of safer homes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment management with AI-enabled research tools and offers a manager-selection program supported by robust inter-affiliate integration.

Amber Westbrook is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at BB&T Securities and Dingman Financial Service. Before entering the financial sector, she spent a year in freelance event management. 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, utilizing third-party platforms and AI-enabled equity research tools to support its investment approach.

Christina Hartfield is a CFP® with nine years of industry experience, currently serving as an advisor at Truist Advisory Services. Her prior experience includes roles at JPMorgan Securities, Merrill, Bank of America, and SunTrust. Outside of her advisory work, she holds officer positions in two family-owned businesses involved in residential and commercial construction and real estate. 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. The firm integrates multiple affiliated businesses to deliver comprehensive investment solutions.

Jeffrey Emperador is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes multiple roles within Truist entities and prior work as a self-employed advisor and at Empower Financial Services. 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 and AI-enabled research tools.

Kevin Moriarty is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. 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, participant advice, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and AI-enhanced research.

Cynthia Harvard is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with SunTrust Advisory Services and Sun Trust Investment Services since 2016. Outside of her advisory role, she serves as a board member for the American Red Cross Central NC Chapter and operates a personal online resale business. 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 utilizes a range of discretionary and non-discretionary solutions supported by third-party manager relationships and AI-enabled research tools.

Jared Dollar is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 26 years of industry experience and has worked with Truist Advisory Services since 2016 and Truist Investment Services since 2011. Outside of his advisory work, he has joint ownership of a condominium with his son. 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 AI-enabled research tools and extensive inter-affiliate integration.

Heather Rogers is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including roles with Truist Investment Services, Truist Bank, and SunTrust Bank. Prior to her current position, she worked briefly at Thirty One Gifts. 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 an Equity Research team that employs AI-enabled tools and oversight from an Investment Advisory Group and CIO.

Michael Brin is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, Bb&T Bank, and Bbtis. He is a board member of Debbie's Dream Foundation, a nonprofit focused on funding research for curing stomach cancer. 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 AI-enabled research tools.

Joel Goren is a CFP® professional with 10 years of industry experience, currently serving at Truist Advisory Services in Fort Lauderdale, FL. His career includes roles at Truist Investment Services and BB&T, spanning over a decade. 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 third-party platform agreements and AI-enabled research tools.

Susan Potter is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds a Series 66 designation and has worked within various Truist and BB&T entities since 2010. 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 a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Bryan Bornschein is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Truist Advisory Services, he worked at several firms including JP Morgan and Starwood Property Trust. 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, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Stephen Smith is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 1993. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches and integrates inter-affiliate resources, including AI-enabled research tools and third-party platform arrangements.