Spencer Boggess is a financial advisor with Truist Advisory Services in New York, NY, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Genspring Family Offices, Suntrust Advisory Services, Westleigh Consulting, Merrill, and CTC Consulting. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm integrates discretionary and non-discretionary management using third-party platforms and employs AI-enabled tools to support its investment research and oversight.

Angela Nelson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Truist Advisory Services since 2021 and was previously employed by BB&T Bank/Truist Bank from 2015 to 2021. 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.

Jonathan Frascarelli is a CFP® professional at Truist Advisory Services with four years of industry experience. He previously worked at Fifth Third for 16 years before joining Truist Advisory Services and Truist Investment 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver comprehensive investment solutions.

Donna Brown is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2018, following five years at 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 uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, to implement its investment advice.

Bridget Hussey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked at various firms including Synovus and BB&T Securities prior to her current role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Miles Ouren is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2018, previously working at Bb&T Securities and BBTIS. 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 integrates discretionary and non-discretionary management approaches and uses third-party platforms and AI-enhanced research to support investment decisions.

Zachary Morgan is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Truist-related entities and First Citizens Bank since 2013. Morgan serves as a board member for the Corporation of Guardianship, a nonprofit providing fiduciary and care management services to vulnerable adults and individuals with disabilities. Truist Advisory Services offers 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 AI-enabled research tools and extensive inter-affiliate integration across Truist’s platforms.

Adam Rife is a CFP® with three years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has held various positions within Truist firms since 2022 and has prior experience at ETrade and multiple other companies. Outside of his advisory work, he is a percussionist who performs locally on weekends. 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, utilizing a combination of discretionary and non-discretionary management supported by third-party platforms and AI-enhanced research.

Paul Bopp is a CFP® with 26 years of industry experience, currently serving with Truist Advisory Services since 2021. He previously worked at Bb&T Securities from 2015 to 2021. Bopp holds board roles with the Boys & Girls Club of the Upstate as Treasurer and with Teach For America South Carolina as a board member. 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 approaches and utilizes third-party managers and AI-enabled research tools to support its investment strategies.

Alyssa Goldstein is a financial advisor at Truist Advisory Services with eight years of industry experience. She holds the Series 66 designation and has worked at firms including CitiGroup, Esquire Bank, and Wells Fargo in various advisory and banking roles. Goldstein is based in New York, NY. 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, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Daniel Valverde is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo RELS. Outside of finance, he owns and operates Green Valley Photography, specializing in event and family photography. 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 and integrates third-party manager relationships and AI‑enabled research tools in its investment process.

Timothy Mack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses, and has five years of industry experience. His prior roles include positions at Bank of America and Wells Fargo, covering both clearing and banking services. 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, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools.

Robert Palmer is a Series 66-licensed financial advisor with Truist Advisory Services in Mooresville, NC, and has 17 years of industry experience. He has been with SunTrust Advisory Services since 2013, including a decade at SunTrust Advisory Services. Outside of his advisory role, he holds a 50% ownership interest in an LLC formed to purchase a rental property in Myrtle Beach. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research, and integrates closely with affiliated broker-dealer and banking entities.

Camden Breneman is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Stern & Heatwole Financial Group. Breneman's background also includes roles outside of finance, such as positions at James Madison University and DoorDash. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

William Taylor Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Truist Advisory Services and its predecessor firms since 2013. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to provide investment policy analysis, fiduciary support, and managed account programs.

Steven Smith is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2002. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Marc Humann is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has worked with Truist Advisory Services and related entities since 2018 and previously with BB&T Investment Services from 2001 to 2018. Outside of his advisory role, Humann serves as a commissioner for the Rockingham Housing Authority. 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 inter-affiliate integration and AI-enabled research tools.

Justin Blackford is a CFP®-credentialed financial advisor with three years of industry experience. He is currently with Truist Advisory Services in Richmond, VA, having also worked at Truist Investment Services and Bessemer Trust Company of Florida. His experience includes roles in investment advisory services within the Truist enterprise. 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 manager relationships, supported by AI-enabled research tools and inter-affiliate integration within the Truist platform.

Rebecca Pratt is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding a Series 63 designation and 15 years of industry experience. She has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. 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 discretionary and non-discretionary strategies with oversight from its Equity Research team and Investment Advisory Group.

Jeffery Keczan is a financial advisor with Truist Advisory Services, holding a Series 66 designation and over 20 years of industry experience. He has been with Truist and its predecessor firms since 2015, including roles at BB&T Investment Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.