Philipp Biechteler is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and GenSpring Family Offices. He serves as a trustee for the Fernbank Museum and the University of North Georgia, providing guidance on their mission and vision. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary strategies and integrates third-party managers and AI-enabled research tools in its investment approach.

Jose Mendez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has also worked at SunTrust Bank and SunTrust Investment Services since 2009 and 2005, respectively. 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 an equity research team that uses AI-enabled tools.

Mary Elliott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She previously worked at Merrill for 20 years and BB&T Securities for 3 years before joining Truist in 2018. 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, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements and AI-enabled research tools.

Jacob Lewis is a CFP® with 15 years of industry experience, currently serving at Truist Advisory Services since 2021. He previously held roles at Charles Schwab and USAA, including a decade with USAA Financial Advisors. 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, utilizing a combination of discretionary management and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate service arrangements.

Eddie Jackson II is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior experience includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, SunTrust Bank, and Wells Fargo Clearing. Outside of his advisory work, he is involved in managing rental properties alongside his wife. 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 utilizes AI-enabled research tools and inter-affiliate service arrangements to support its investment approach.

Brooke Motley is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Truist Investment Services, BB&T, Wells Fargo Advisors, and Wachovia Bank throughout her career. 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 a manager-selection program, implementing advice through discretionary and non-discretionary arrangements supported by third-party platforms and research tools.

Tory Sherman is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. His prior roles include positions at Ameriprise, Comerica, and various Wells Fargo entities spanning over two decades. He serves as Chair of the Board of Directors for Sole Hope, a nonprofit organization. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, utilizes third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration within its operating model.

Kristol Luke is a financial advisor with Truist Advisory Services in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Truist in 2023, he worked at Raymond James & Associates for six years. He is also a commissioned Notary Public in Georgia. 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, and a manager-selection program implemented through a mix of discretionary and non-discretionary relationships, supported by third-party platforms and AI-enhanced research.

Estrellita Zamora is a financial advisor with Truist Advisory Services in Williamsburg, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. 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 an integrated inter-affiliate platform.

Jeffrey Tucker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Clearing and BB&T Securities before joining Truist. Tucker serves on the financial board of a local church, reviewing monthly financial statements and advising on charitable donations. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research while maintaining integrated service arrangements across its affiliated entities.

Jackson Van Haaren is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Zukerman & Associates and 757 Marine Detail. Van Haaren is also affiliated with Old Dominion University. 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 AI-enabled research tools and inter-affiliate integration across its platforms.

Tajuan Mills is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 16 years of industry experience and has held various roles within Truist and its predecessor firms since 2009. Outside of his advisory work, Mills pursues freelance photography, licensing some of his travel-related images. 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 manager selection programs supported by both discretionary and non-discretionary investment approaches.

Maydely Martin is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has 12 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she manages several businesses related to home remodeling, kitchen cabinet installations, and real estate. 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 manager relationships and uses third-party platforms and AI-enabled tools to support its investment approach.

Amanda Mounts is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Truist in 2025, Amanda worked at Wells Fargo Bank and Wells Fargo Clearing, and earlier at First Horizon Bank and Bluegreen Vacations. 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 and non-discretionary management approaches supported by third-party platforms and integrates AI-enabled research tools and inter-affiliate resources.

Lena Poma is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at LPL Financial, Ally Invest Securities LLC, and Mass Mutual Investors Services. Outside of her advisory work, she has engaged in independent delivery services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform integrations and AI-enhanced equity research.

Shaquan Edwards is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Investment Services, Inc. and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by inter-affiliate integration and third-party platform relationships.

Shelby Peltier is a financial advisor at Truist Advisory Services with two years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Citizens Securities, Inc. and Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Frederick Hight IV is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Bank and Wells Fargo Clearing. 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 third-party platforms and AI-enabled research tools to support its investment and manager selection processes.

Elizabeth Perez is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has 18 years of industry experience, including roles at SunTrust Advisory Services, HSBC Bank USA, and HSBC Securities. Perez is based in Saint Cloud, Florida. 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, combining discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Timothy Mann Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at BB&T Securities before joining Truist in 2021. Mann serves as a volunteer treasurer and finance committee member for the nonprofit Let Me Run. 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 AI-enabled research and an integrated inter-affiliate structure.