Keith Raymond is a financial advisor at Truist Advisory Services in Winter Park, FL, holding a Series 66 designation with eight years of industry experience. His career includes roles at Truist Investment Services, BB&T, and related affiliates since 2018. 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.

Carl Torchia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at SunTrust Investment Services, SunTrust Bank, Suntrust Advisory Services, and BB&T Bank and Investment Services. He is based in Palm City, Florida. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, 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 provide asset allocation, fiduciary support, and manager selection services.

James Beckman is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Securities for 13 years. Since 2022, he has been with 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 charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, implementing advice through discretionary and non‑discretionary arrangements supported by third‑party platforms and AI-enabled research.

Elizabeth Snyder is a Series 66-credentialed financial advisor with two years of industry experience, currently with Truist Advisory Services. Prior to this, she worked at Truist Investment Services and Bb&T Bank for a combined 22 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled equity research.

Philip Rothstein is a CFP®-certified financial advisor at Truist Advisory Services with 21 years of industry experience. His career includes prior roles at Bb&T Securities, BB&T Bank, and Truist Investment Services. 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 and non-discretionary management approaches and employs AI-enabled research tools alongside third-party manager arrangements to support its investment programs.

William Johns is a financial advisor with Truist Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career background includes roles at Wells Fargo Clearing and Mass Mutual Investors Services before joining Truist Investment Services in 2005. Outside of finance, he is CEO of SRJ Performance, a business supporting a young driver competing in the SPEC Miata racing series. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform arrangements to deliver a range of investment solutions.

Kandice Borel is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked at Truist Bank since 2014. 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 mix of discretionary and non-discretionary manager relationships along with AI-enabled research tools.

Yusi Lin is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Lin has been with Truist Advisory Services since 2016 and has worked at affiliated Truist entities since 2013. Outside of advising, Lin serves as a board member of the Central Virginia Chinese School, a nonprofit focused on promoting Chinese and Asian culture through language education and community events. 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 and non-discretionary manager relationships supported by third-party platforms, with an emphasis on integrated inter-affiliate service arrangements.

Jonatan Alvarez is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Citigroup, and Guerra Advisors Inc. Alvarez is based in Boca Raton, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

Jack Shiao is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of advising, he participates in a family-owned realty office and assists with financial matters in a music sheet sales business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, 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.

Laron Glenn is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Learning Services and Wells Fargo, as well as experience outside finance with Amazon, Papa John’s, and Bojangles. 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 consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its AMC Advantage manager-selection program and other investment solutions.

Anderson Stockard is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and other financial and non-financial organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and the AMC Advantage manager‑selection program, implementing advice through discretionary and non‑discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Elizabeth Layman is a Series 66 credentialed financial advisor with 35 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, following a five-year tenure at BB&T Securities. 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. The firm integrates third-party platforms and AI-enabled research tools to support its investment approach and offers the AMC Advantage program for clients seeking third-party manager appointments.

Justin Meisner is a financial advisor at Truist Advisory Services with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Truist Investment Services and Truist Bank, and before entering the financial industry, he spent 14 years at Enterprise Holdings. 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, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Jay Jamison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Merrill and Banc of America Investment Services before joining SunTrust Advisory Services, now part of Truist, where he has worked for over a decade. 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, and manager selection programs, combining discretionary manager relationships with third-party platform arrangements and AI-enabled research tools.

Stephen Shaffer is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at BB&T Investments and Bb&T Securities before joining Truist in 2018. Outside of his advisory role, he is a member of CABINLOT LLC, which manages a family vacation rental property. 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.

Brooke West is a CFP®-certified financial advisor with Truist Advisory Services, bringing 27 years of industry experience. She has worked with Truist Investment Services since 1999 and joined Truist Advisory Services in 2016. 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 AI-enabled research tools and comprehensive supervisory oversight.

Bethany Conrad is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Fifth Third Securities. Outside of her advisory role, she is involved as an Independent Marketing Executive with Melaleuca/The Wellness Company, promoting non-toxic household products through a membership referral program. Truist Advisory Services provides investment consulting and advisory services to individual and institutional clients, including retirement plan sponsors and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Thomas Dietrich is a financial advisor at Truist Advisory Services with 26 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2010. Dietrich holds the Series 63 and Series 65 designations. 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 combining discretionary and non-discretionary strategies.

Robert Null is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services throughout his career. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform arrangements and AI-enabled research tools to assist in manager selection and investment oversight.