Zaneh Gonzalez Romaine is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 65 credentials and with 12 years of industry experience. She previously worked at BB&T Securities before joining Truist’s affiliated firms. Outside of her advisory role, she teaches yoga classes locally and participates in volunteer fundraising events for charities such as the Humane Society of Marion County and Interfaith. 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 manager relationships and utilizes AI-enabled tools alongside traditional research to support its investment decisions.

Gregory Richesin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having 22 years of industry experience. His prior firms include Bank of America, Merrill, Citigroup Global Markets, and BB&T Investment Services. 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 with third-party platform arrangements and uses AI-enabled tools to support research and manager selection.

Austin Clark is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, LPL Financial, and Jackson National Life Distributors. Outside of his advisory work, he serves as an officer of a homeowners association. 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 Vickery is a Series 66-licensed financial advisor with Truist Advisory Services, based in Orlando, FL. He has 13 years of industry experience, including 10 years with SunTrust Investment Services and SunTrust Advisory Services. 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 a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ryan Sapell is a financial advisor with Truist Advisory Services in Orlando, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Truist Investment Services, TRUIST Bank, and Florida Financial Advisors. He has also worked outside finance, including a role at Tutor.com. 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 AI-enabled research tools.

Patrick Vance is a financial advisor with Truist Advisory Services in Owensboro, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Bb&T Securities and Bb&T Investment Services. Outside of finance, he is involved in farming activities, including raising livestock, cultivating crops, and collecting hay. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

James Blackwell Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Truist and its predecessor firms since 2012. Blackwell serves as a board member for the Hayes-Taylor Memorial YMCA and the Renae Kimble Academy Elementary Charter School, contributing to community development and educational initiatives. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a mix of discretionary and non-discretionary strategies and integrates inter-affiliate resources to support its clients’ investment needs.

Robert Greer Jr. is a CFA® charterholder and Series 66 licensee with one year of experience in financial advisory. He currently works at Truist Advisory Services, where he has been employed since 2024. Previously, he spent 11 years at Bank of America. 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 third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Neil Horowitz is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with SunTrust Advisory Services and related entities since 2016 and worked at Iberiabank in 2017-2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a third-party manager selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Bedford Plummer is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Truist Bank, CLA USA, and Puritan Financial Group. 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, utilizing third-party platforms and AI-enabled research tools to support its investment offerings.

Wayne Hastad is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm uses a blend of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

Nick Arthachinda is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior work history includes roles at Westcott Investment Group, UMB Bank, and FPT Software. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 inter-affiliate integration to deliver its AMC Advantage manager-selection program and other investment solutions.

Holly Camp is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Truist and its predecessor firms since 2005, including Bb&T Investment Services and Bb&T Securities. Outside of her advisory role, she is involved in managing multiple short-term rental properties alongside her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary strategies supported by third‑party platform partnerships and AI-enabled research tools.

Rebecca Epperly is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at SunTrust Bank and SunTrust Advisory Services since 2018 and was previously with UBS Financial Services from 2013 to 2018. 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 through discretionary and non-discretionary approaches.

Abby Green is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2006. 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 implemented through a combination of discretionary manager relationships and non-discretionary consulting.

Stephanie Clay is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing eight years of industry experience. Her career includes roles at Bank of America, Merrill, and Wells Fargo prior to joining Truist Advisory Services 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.

Leigh Pell is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Merrill Lynch Pierce Fenner & Smith Incorporated from 2009 to 2024, followed by a brief tenure at Sandy Spring Bank. 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 manager-selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Elizabeth Stallcup is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 13 years of industry experience. She previously worked at BBVA Compass Insurance Agency, Inc. for nine years before joining Truist. 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 implemented through a combination of discretionary and non-discretionary approaches.

Erik Tozzi is a financial advisor with Truist Advisory Services in New York, NY, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Securities, spanning nearly two decades. He has been with Truist and its related entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager‑selection program that leverages a combination of discretionary and non‑discretionary approaches, supported by third‑party platform partnerships and AI‑enabled research tools.

John Mastrogianakis is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Truist Investment Services, Cetera Investment Services, Regions Bank, and SunTrust Advisory 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver comprehensive investment solutions.