Craig Coopersmith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Truist Advisory Services since 2016 and concurrently with Truist Investment Services since 2013. Outside of his advisory role, Coopersmith serves as a board member of the Oviedo Police Foundation, where he participates in fundraising and allocation decisions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research and inter-affiliate integration.

Kevin Loftin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Bank since 2018 and previously at Pj Robb Variable Corp and Crump Life Insurance Services. 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 manager-selection programs, combining discretionary and non-discretionary approaches supported by AI-enhanced equity research and inter-affiliate integration.

John Devine is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Bank, Bank of America, and Merrill. Truist Advisory Services offers 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 third-party platform arrangements and AI-enabled research tools.

James Trivette Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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 tools to support its manager selection and investment oversight processes.

Christine Feldpausch is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 21 years of industry experience and has been with Truist Advisory Services since 2016, having also worked at Truist Investment Services since 2013. 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 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.

Britain Pierce is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes over two decades at SunTrust Securities, Inc. and affiliated entities. 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 third-party platform arrangements and AI-enabled research tools, to deliver portfolio management and fiduciary services.

Misty Cox is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked within Truist-affiliated firms since 2015, including Truist 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 offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to implement advice.

Eduardo Cohen is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Morgan Stanley Private Bank and Enermax. Cohen is based in Bal Harbour, FL. 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, supported by proprietary research and third-party platform arrangements.

Christopher Tenaglia is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and 65 designations and bringing 26 years of industry experience. His career includes roles at Truist Investment Services and SunTrust Advisory Services dating back to 2006. 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 asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

Gregory Kirby is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. He has been affiliated with Truist and its predecessor SunTrust since 2016. 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.

Michael Petrizzi is a CFP® with 35 years of industry experience, currently serving at Truist Advisory Services. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2006. 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 that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Michael Dautel 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 Advisory Services since 2021, including prior roles at Truist Investment Services and BB&T Investment Services dating back to 2005. 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, utilizing a combination of discretionary manager relationships and non-discretionary consulting with oversight from its Equity Research team and Investment Advisory Group.

Bryan Cornell is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Pruco Securities LLC, and Charles Schwab. 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 with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager selection processes.

Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. 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 third-party platforms and AI-enabled research tools.

Rachel Small is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 designations. She has nine years of industry experience and has worked with Truist and its predecessor firms since 2016. Outside of her advisory role, she is a public notary. 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 platforms and AI-enabled research tools.

Christopher Hofmeister is a Series 66-licensed financial advisor at Truist Advisory Services with one year of industry experience. His prior work includes roles at Truist Bank and Bank of America, as well as two years at Attaboy Brewery. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, integrating third-party platforms and employing AI-enabled research tools.

Harley Schultz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. His career includes roles at Truist Advisory Services, Truist Investment Services, and BB&T, spanning from 2015 to the present. Outside of finance, he is training as a professional pyrotechnic for seasonal fireworks displays. 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 approaches supported by third‑party platforms and AI-enabled research tools.

Marina Nice is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 19 years of industry experience, including 10 years with SunTrust Advisory Services and affiliated entities. Outside of her advisory role, she serves as an adjunct instructor at Rollins College, teaching nonprofit management classes focused on fundraising and donor relationships. 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 and utilizes technology and inter-affiliate resources in its investment and fiduciary support services.

Charles Hopkins Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within the Truist and SunTrust organizations since 2012. Hopkins serves as a trustee for The Tallahassee Quarterback Club Foundation, which sponsors the collegiate Biletnikoff Award and provides scholarships to local high school students. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, 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, to deliver its investment solutions.

Nathan Buffington is a Series 66 credentialed advisor with 18 years of industry experience, currently with Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities and Bbtis. Outside of advising, he engages in speaking to small groups on personal budgeting, serves on board roles including for his church and a home-school hybrid school, and owns a small farming operation as well as a self-serve car wash and billboard sign. 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, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches with integrated inter-affiliate operations.