Jason Harken is a CFP® with 27 years of industry experience, currently serving at Truist Advisory Services. His work history includes roles at Truist Investment Services, Inc. and Cco Investment Services Corp. Outside of his financial advisory duties, he is a part-time assistant tennis coach at St. Joseph's University. 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 implemented through a mix of discretionary and non-discretionary approaches.

Patrick Johnson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at Wells Fargo Advisors and Wachovia Bank before joining Truist in 2022. Johnson serves as Treasurer of the Southwest Virginia Business Development Association and is active on the Board of Directors and as Youth Coordinator for the Rotary of Downtown Roanoke, where he organizes youth exchange programs. He is also a board member of Capital for Counsel, a small nonprofit focused on funding mental health treatment access. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, investment policy analysis, and the AMC Advantage manager-selection program. The firm integrates discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled equity research, with a distinctive affiliation structure involving its broker-dealer and banking entities.

John Buchanan is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 38 years of experience in the industry, including long tenures at SunTrust Advisory Services and Truist Investment Services. His current role at Truist Advisory Services began in 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 analysis, fiduciary support, participant advice, and a manager-selection program, combining discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Kevin Lattimore is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various SunTrust entities since 2016. Outside of his advisory role, he serves on the board of directors for the Charlotte Alumni Chapter of Kappa Alpha Psi Fraternity, Inc., and is involved in producing family-friendly entertainment through My Time Entertainment LLC. 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 AI-enabled research tools and inter-affiliate integration.

David Brown is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at UBS Financial Services, Brown Advisory Securities, and Deutsche Bank Securities. 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 approaches.

Roslyn Ervin is a financial advisor with Truist Advisory Services in Mount Holly, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Bb&T Securities LLC for eight years before joining Truist in 2013. Outside the financial industry, Ervin serves as a Disabled Support Person, providing assistance with hygiene, cooking, transportation, and light housekeeping. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, utilizing third-party platforms and AI-enabled research tools, and features a manager-selection program integrated with its affiliated broker-dealer and bank services.

Melissa Moyers is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Truist Investment Services, BB&T Securities, LLC, and BB&T Investment Services, Inc. since 2015. Truist Advisory Services provides 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to implement investment advice and manage client portfolios.

John Borth is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 licenses and 35 years of industry experience. His previous roles include positions at UBS Financial Services and Morgan Stanley DW Inc. Outside of advisory work, he manages rental property ownership. Truist Advisory Services provides investment consulting and advisory services to a range of clients, including individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Serena Lester is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior roles include time at BB&T Securities and Keystone Financial Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Michael Rutler is a Series 66-licensed advisor with Truist Advisory Services, bringing 19 years of industry experience. He has held roles at Truist Advisory Services and its predecessors since 2015. Outside of his advisory work, he serves as Treasurer for the Marlan Forest Citizens' Association, managing financial duties and supporting community activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enhanced equity research to support investment decisions.

Jennifer Hall is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services offers 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 third-party platforms and AI-enabled research tools.

Arthur Chambers II is a financial advisor at Truist Advisory Services with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes roles at Truist Investment Services and SunTrust Advisory Services, reflecting a long tenure within the Truist enterprise. 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 inter-affiliate integration across Truist’s broker-dealer and banking affiliates.

Jessica Charlton is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities from 2012 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools to support manager selection and portfolio oversight.

Mary Grace Mamolo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

James Heilman is a CFP® professional with 28 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services, Inc. since 1998. He holds Series 63 and Series 65 licenses and is based in Coral Gables, FL. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to implement its investment strategies.

Walter Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has previously worked at JPMorgan Securities LLC, Wells Fargo Bank, and City National Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary approaches with third-party manager relationships and AI-enabled research tools.

Matthew Nadeau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Truist Advisory Services since 2021, and previously held roles at Bank of America, Merrill, First Citizens Investor Services, and BB&T. 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, combining discretionary and non-discretionary management through affiliated platforms and technology-enhanced research.

Robert Moore is a financial advisor with Truist Advisory Services in Cleveland, OH, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Suntrust Advisory Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and KeyBanc Capital Markets. 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 that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Diane Mannino is a financial advisor with Truist Advisory Services in Wilmington, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, Bbtsec, Mass Mutual Investors Services, and Metlife Securities Inc. since 2015. 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 uses AI-enabled research tools alongside inter-affiliate integration to support its AMC Advantage manager-selection program.

Sheryl Hines is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Investment Services. 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 inter-affiliate integration to deliver its AMC Advantage manager-selection program.