Jan Peter Breugelmans is a financial advisor with Truist Advisory Services in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer for the Ferrari Club of America Central States Region, where he manages financial oversight and event coordination. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements, supported by research and supervisory teams.

Amy Spain is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Truist Advisory Services and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, 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.

Javier Martinez Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research, to deliver asset allocation, fiduciary support, and manager selection services.

Sabrina Bowens Richard is a CFA® charterholder with nine years of industry experience. She has worked at Truist Advisory Services and its predecessor firms since 2016, and at SunTrust Bank prior to that. She is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary solutions supported by AI-enabled research tools and inter-affiliate integration.

Robert Pelliciotta is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 24 years of industry experience. He has worked at various Truist entities since 2011 and previously at BB&T Securities. Outside of his advisory role, he works part-time as a delivery driver and in customer service at a local gourmet popcorn and ice cream shop. 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, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and proprietary research.

David Mc Iver is a Series 66-registered financial advisor with Truist Advisory Services in Lexington, KY, with two years of industry experience. Prior to his current role, he worked at The UPS Store in a customer service capacity, including as a Notary Public. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Matthew Bowman is a financial advisor with Truist Advisory Services in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with various Truist entities since 2016. Outside of his advisory role, he owns and rents out a residential property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by advanced research and inter-affiliate integration.

Christian Robinson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes 11 years with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Robinson serves as a trustee and committee member at Charlotte Latin School, focusing on governance and athletics program strategy. 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 AI-enabled research tools, to deliver customized investment solutions.

Kristofer Funkhouser is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. He serves on the Investment Committee Board of Christ the King School, a Catholic school in Atlanta, where he participates in reviewing endowment fund allocations and manager selections. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its AMC Advantage manager-selection program.

David Rabinowitz is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Citigroup Global Markets. His current tenure at Truist Advisory Services and Truist Investment Services began in 2021. 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 a manager-selection program, implementing advice through discretionary and non-discretionary approaches with oversight from its Equity Research team and Investment Advisory Group.

Stephen Kreter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and offering 30 years of industry experience. His career includes long-term roles at SunTrust Securities and its successor firms, Truist Advisory Services and Truist Investment Services. Kreter owns a rental property in Bethany Beach, Delaware, which he rents seasonally. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enhanced research, and features integrated services across affiliated entities.

Samantha Pardee is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has held various roles within Truist and its predecessor firms since 2014. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Nicholas Ruggiero is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked within various divisions of Truist as well as Regions Bank and Bankers Life. His previous experience includes roles outside of finance in construction 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and integrates inter-affiliate services including a broker-dealer and banking affiliates.

Stephen Valeri is a financial advisor at Truist Advisory Services with 39 years of industry experience. He has held roles at SunTrust Advisory Services LLC and SunTrust Investment Services, Inc. since 2016. Valeri holds Series 63 and Series 65 licenses and is based in Tampa, FL. 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 that combines discretionary and non-discretionary management through third-party platforms.

Samuel Dudovitz is a CFP® professional with eight years of industry experience. He currently works at Truist Advisory Services and has previously been employed at Ameriprise Financial Services. His work history also includes time at the University of Minnesota. 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 that combines discretionary and non-discretionary approaches with third-party platforms and AI-enabled research tools.

Kaleb Fleming is a CFP® certificant with five years of industry experience. He is currently an advisor at Truist Advisory Services and has prior experience with Charles Schwab Bank and Charles Schwab & Co., Inc. Fleming has also worked in academic and operational roles including positions at Kelley School of Business and Indiana University–Purdue University Indianapolis. 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 and investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, using both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

James Brennan is a CFP® with 18 years of industry experience. He is currently an advisor at Truist Advisory Services, where he has worked since 2021. His prior roles include positions at Ernst & Young and GenSpring Family Offices, LLC. Brennan serves as an advisory board member for Dominion Financial Group. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration, to deliver its investment solutions.

Matthew Campbell is a Series 65 licensed advisor with Truist Advisory Services in Richmond, VA, bringing 23 years of industry experience. His career includes roles at Truist Advisory Services since 2021, Bb&T Securities from 2013 to 2021, and Scott & Stringfellow, Inc from 2001 to 2013. Truist Advisory Services offers investment consulting and advisory services to a range of clients including individuals, businesses, retirement plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and employs third-party platforms and manager arrangements, supported by an Equity Research team that incorporates AI tools for enhanced investment analysis.

Kara Bjoring is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2019 and previously held roles at PNC Bank and PNC Investments from 2014 to 2019. 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.

Sherry Hall is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds the Series 66 designation and has worked previously at BB&T Securities before joining Truist in 2021. 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 management approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.