Suzanne Miller is a financial advisor at Truist Advisory Services with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Truist-related entities since 2015, including SunTrust Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individual and institutional clients, including 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 manage client portfolios and oversee manager selection.

Enrique Cuervo is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Truist Investment Services since 2004 and Truist Advisory Services since 2016. 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 and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Larry Keith Jr. is a financial advisor with Truist Advisory Services based in Wilmington, NC, holding a Series 66 designation and 17 years of industry experience. His prior firms include Wells Fargo Advisors, Edward Jones, and several Truist-related entities. 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 manager-selection programs through a combination of discretionary and non-discretionary arrangements.

Andrew White is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Truist, he worked at Morgan Stanley and has a background that includes time at the University of Alabama and Mercedes-Benz US International. 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, supports fiduciary responsibilities, and employs AI-enabled tools within its Equity Research team to assist in manager selection and investment oversight.

William Tompkins III is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and possessing 10 years of industry experience. His career includes roles at Truist Investment Services, PNC Capital Markets, JPMorgan Chase, and New England Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of services including asset allocation analysis, fiduciary support, and a manager-selection program. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party platforms and AI-enabled research tools to support its investment process.

William Hanlon II is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has worked within Truist-affiliated firms since 2016, including Truist Bank and BB&T prior to their merger. 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.

Robin Marx is a CFP® and CFA® with six years of industry experience currently serving as an advisor at Truist Advisory Services since 2022. Prior to joining Truist, Marx worked at SignatureFD and SunTrust Bank. 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 platform and manager arrangements to support its AMC Advantage manager-selection program.

Nana Yaa Akakpo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Truist Investment Services, Truist Bank, Texas Tech University, and United Bank for Africa Ghana Limited. 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 services including asset allocation, fiduciary support, and a manager-selection program, leveraging both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Carroll Swenson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he operates an independent contracting business selling items on eBay and Amazon. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support among other services. The firm combines discretionary manager relationships with non-discretionary consulting, supported by proprietary and third-party research and oversight teams.

Chad Burns is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work includes ownership of Burns Bail Bond and Burns Construction, as well as operating a BBQ food trailer business, Tweeders Smokehouse. 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 administered through third-party platforms.

Evan Farrell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. 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 with third-party platforms and employs AI-enabled tools to support its investment research and manager selection.

Megan Duley is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has one year of experience in advisory services, following previous roles with Truist Investment Services, Wells Fargo Clearing, and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Andrew Stroer is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of finance, Stroer owns Reliable Photography LLC, where he works as a photographer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary manager relationships with third-party platforms and AI-enabled research tools.

Danielle Tieman is a financial advisor with Truist Advisory Services in Naples, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at FIFTH THIRD SECURITIES and FIFTH THIRD BANK, and earlier she spent nine years with Starbucks Coffee Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Lachelle Moses is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at BB&T Securities before joining Truist in 2015. Outside of her advisory role, she serves as a trustee and associate pastor at Children of God Victory Tabernacle Church, where she mentors youth and supports community affairs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates inter-affiliate resources, including its affiliated broker-dealer and bank, to deliver its AMC Advantage manager-selection program.

Jason Macher is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at RBC Capital Markets and SunTrust. Outside of his advisory work, he is involved in farming and property management, operating a farm and managing rental properties in Tennessee. 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.

Eric Ackerman is a CFP® professional with 17 years of experience in financial advisory services. He is currently with Truist Advisory Services and has previously worked at firms including LPL Financial, BMO Harris Bank, Infinex Investments, Popular Bank, Citigroup, and Four Points Capital Partners. 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 third-party platform arrangements and AI-enabled research tools.

Horace Kornegay is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at BB&T Securities and Scott & Stringfellow. Kornegay is also a member of TRAA Partners LLC, a real estate investment entity. 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 that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Donald Ebner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SUNTRUST INVESTMENT SERVICES, Inc. since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business 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 to implement its advice.

Samira Brown is a financial advisor at Truist Advisory Services with three years of industry experience. She holds a Series 66 designation and has worked at Truist Investment Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting enhanced by AI-enabled research tools.