Jonathon Gunn is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2022. His prior roles include positions at HSBC Securities and SunTrust Advisory Services. He is a board member of Shepherd's Table, a nonprofit addressing food insecurity and homelessness through various support programs. 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 platform and manager arrangements.

David Perkins Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of finance, he serves as a rider coach for a motorcycle safety foundation in Ocala, teaching new riders and administering licensing exams. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, 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 deliver asset allocation, investment policy analysis, and fiduciary support.

Andres Hung Parmeggiani is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His work history includes roles within Truist Investment Services and Truist 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, to deliver comprehensive investment solutions.

Oliver Surprenant is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, BB&T Bank, Northwestern Mutual, and JMS Builders Developers Inc. He has worked with Truist entities since 2021. 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 and non-discretionary manager arrangements and offers specialized programs such as the AMC Advantage for clients seeking third-party manager selection.

Andrew Coates is a financial advisor at Truist Advisory Services with one year of industry experience. He previously worked at FFVA Mutual for two years and spent nine years at Brown and Brown Insurance. He holds Series 63 and Series 65 credentials. 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 and non-discretionary manager relationships, supported by third-party platform arrangements and AI-enabled research tools, to deliver its investment solutions.

Sierra Ordonez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Truist Investment Services in 2018, she worked at E*TRADE Securities LLC and AT&T Digital Life. Outside of her advisory role, she is the owner of Cici Cherie Hair LLC, a business providing hair products. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a blend of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Paula Oates is a financial advisor with Truist Advisory Services in Rock Hill, South Carolina. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her career includes multiple roles at Truist Investment Services and its predecessor entities dating back to 2017. 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, investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Ioannis Papadimitris is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled tools, to assist clients in asset allocation, investment policy analysis, and fiduciary support.

Sean Hennessey is a CFP® with 25 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Wells Fargo Advisors, Merrill, and BB&T, among others. Outside of his advisory work, he is involved in independent rental property management. 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 AI-enabled research tools and inter-affiliate integration across its platforms.

Christian Beyers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and with 20 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services for two decades and has been associated with SunTrust Bank since 1988. 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, supported by AI-enabled research tools and a multi-affiliate structure.

Kyle Tardiff is a Series 65-registered advisor with Truist Advisory Services, based in Tampa, FL. He has three years of industry experience, including prior work at Citi and teaching roles at the University of Tampa and St. Pete College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate service arrangements.

Austin Lian is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior work includes roles at Truist Wealth, Bank of America NA, Best Buy, and Super China Buffet. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Christopher Britt is a CFP® with 23 years of industry experience and is currently with Truist Advisory Services. He has been with various entities under the Truist and BB&T brands since 2003. 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, investment policy analysis, fiduciary support, and a manager-selection program administered through third-party platforms and enhanced by AI-enabled research tools.

Juan Ayala is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked within various Truist entities since 2013, including Truist Bank 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 and non-discretionary manager relationships and integrates several affiliated entities to deliver its services.

Carlos Cano is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truist Investment Services Inc., Truist Bank, AMI Expeditionary Healthcare, and Amwest Ambulance Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as 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.

James Applewhite III is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Bb&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. Outside of advising, he is a singer in a local classic and alternative rock band called Southpaw Soul. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary relationships supported by AI-enabled research and inter-affiliate integration.

Jan Wysocki is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Truist, he worked at HSBC Securities (USA) Inc. and HSBC Bank (USA) N.A. for 19 years. He serves as Chair Emeritus and board member of Riverkeeper, a nonprofit organization focused on protecting and restoring the Hudson River. 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.

Michael Madden is a Series 63 credentialed advisor with 48 years of industry experience, currently serving at Truist Advisory Services since 2021. Prior to this, he worked at Bb&T Securities, LLC from 2013 to 2021. Outside of his advisory role, Madden serves as a trustee for Red Hill Patrick Henry National Memorial and is a board member of Lynchburg Beacon of Hope, a nonprofit supporting local high school students in their career and educational pathways. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and manager oversight.

Brian James is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His previous roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and Compass Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Victor Kane Jr. is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2010. 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 supported by third-party platforms and AI-enabled research tools.