Hector Hernandez is a Series 66-registered financial advisor with Truist Advisory Services, based in Austin, TX, and has one year of industry experience. He has been affiliated with Truist in various roles since 2016, including multiple periods within Truist Advisory Services and Truist. Hernandez serves on the Board of Directors for the Williamson County Children's Advocacy Center and is a director of the Round Rock Chamber, where he provides strategic oversight to community-focused organizations. Truist Advisory Services offers 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-enhanced research tools.

Daniel Rourke is a financial advisor at Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with SunTrust and its affiliated entities since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm uses a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Melissa Mcdonald is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T Securities, and Valley Forge Asset Management. She serves as a board member of the Vista Village Homeowner's Association, where she participates in community decision-making. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Scott Shook is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its affiliated entities since 2014, including Bb&T Securities. Outside of his advisory role, Shook serves on the Board of Trustees for East Carolina University and is a member of the ECU Department of Economics Advisory Board, where he supports scholarship fundraising and mentors students. 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 a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Dustin Cary is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. 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 combination of discretionary and non-discretionary strategies supported by third-party managers and AI-enhanced research.

Anthony Davaro is a financial advisor with Truist Advisory Services in Jenkintown, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple roles at Truist Investment Services, Truist Bank, and Citizens Bank and its related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Ronald Mosser is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Investment Services, Inc. and Bb&T Securities, LLC. 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 platform arrangements and AI-enabled research tools.

John Murdock is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Florida Funding LLC, and TD Bank. Outside of finance, he paints and sells artwork under the name John Murdock Art. 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 integrates discretionary and non-discretionary investment approaches supported by inter-affiliate resources.

Alain Dieguez Herrera is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Aiad Abdelshaheed is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Outside of his advisory role, he is co-owner of AVJE LLC, a business involved in managing rental property. 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 manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Ciara Deane is a financial advisor at Truist Advisory Services with 28 years of industry experience. Her career includes 19 years at Citigroup Global Markets before joining Truist in 2024. She holds Series 63 and Series 65 designations and is based in Philadelphia, PA. 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, leveraging third-party platforms and AI-enabled research tools to support its investment solutions.

Conner Carvell is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Vanguard Group, PNC, and Kish Bank. 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 with non-discretionary consulting, leveraging inter-affiliate resources and AI-enabled research tools to support its investment programs.

John Bromhead is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 credentials. He has been with Truist Advisory Services and Truist Investment Services since 2026. Prior to that, he was associated with Morgan Stanley for one year and has work experience including positions at American University and fitness centers. 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 with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Andreia Nimara is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to a wide range of clients, including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while leveraging third-party platform and manager arrangements.

Gregory Meadows is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Citigroup Global Markets, and BB&T Securities. Meadows is based in Charleston, WV. 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, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Jigisha Desai is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked with SunTrust firms since 2006, including 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, utilizing both discretionary and non-discretionary approaches supported by third-party managers and AI-enabled research tools.

Michael Wood is a Series 66-licensed financial advisor with Truist Advisory Services, bringing four years of industry experience. His career includes roles at Truist Advisory Services since 2022, Truist Investment Services starting in 2021, and Origin Bank from 2017 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, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platform partnerships and AI-enabled research tools.

Sherry Boulay is a CFP® with 24 years of industry experience, currently serving at Truist Advisory Services since 2016. She has worked within the Truist organization in various capacities since 2009. Boulay also serves on the board of Families First, Inc., a nonprofit dedicated to supporting youth and families in Georgia through counseling, education, and supportive services. 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 manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and third-party platforms.

Daniel Ford is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Truist Bank, Mid Penn Bank, First National Bank PA, and Allied Universal Security Service. 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-enhanced research tools.

James Schenck is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Truist Advisory Services and its affiliated entities since 2021, and previously spent over two decades at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, with an integrated approach involving affiliated broker-dealer and banking services.