Thomas Mcgee Jr. is a CFP®-certified financial advisor with four years of industry experience, currently serving at Truist Advisory Services. His prior experience includes roles at Argent Trust Company, Argent Retirement Plan Advisors, and Regions Bank. He is based in Raleigh, NC. 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-enabled research tools to manage its AMC Advantage program and investment oversight.

John Czura is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing Services LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools and inter-affiliate resources to support its investment and fiduciary services.

William Semans 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 with Truist Advisory Services and Truist Investment Services since 2021, following six years at BB&T Securities. 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, supported by AI-enabled research tools and inter-affiliate integration across its services.

Susan Tordik Atchison is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. Her career includes roles at Merrill, Wells Fargo Clearing, Primerica Advisors, and SunTrust prior to her current position at Truist Advisory Services beginning in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements and AI-enabled research tools.

Peter Protos is a CFP® with 23 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021, and previously spent nearly two decades at SunTrust in various advisory and securities roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies. The firm integrates multiple affiliated entities and employs AI-enabled research tools alongside traditional analysis in its investment processes.

Patric Nassar is a CFP® with 24 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Bank of America, Merrill, and Hancock Bank. He serves as a finance committee member for St. Joseph's Hospital, reviewing financials and advising the board. Truist Advisory Services provides investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary management approaches and integrating advanced research tools in its portfolio management.

Cathie Clontz is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 registrations and has 24 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, PNC Investments, and Edward Jones. 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 that utilizes both discretionary and non‑discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Emily Dibble is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Truist Advisory Services and affiliated firms since 2018, including Bb&T Securities and Bbtis prior to that. 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 that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Douglas Sheahan is a financial advisor with Truist Advisory Services, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, ICCF Wealth Management, and other firms before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management supported by AI-enabled research tools and integrated inter-affiliate operations.

Scott Suarez is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds the Series 66 designation and has worked extensively with Truist and its predecessor entities since 2006. Suarez’s career includes roles at BB&T Bank, BB&T Investments, and Truist Investment 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 and non-discretionary manager relationships, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Ashley Davis is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021, following prior roles at BB&T Securities and Davenport & Company LLC. Outside of his advisory work, Davis maintains a family YouTube channel called The AO Life. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate resources.

Katherine Trivisonno is a financial advisor with Truist Advisory Services in Cleveland, OH, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her work history includes roles at Suntrust Advisory Services, Suntrust Investment Services, U.S. Bancorp Investments, US BANK, and Citizens Securities. She also serves as a notary public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program utilizing both discretionary and non‑discretionary approaches supported by third‑party platforms and manager due diligence.

Tayiba Jannat is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has held various roles within Truist and its affiliated entities since 2023. Prior to her advisory career, Jannat worked in diverse positions including consulting and corporate roles, as well as involvement with the University of Florida and Club Pilates. 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.

Baron Springfield is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with Truist and its affiliated entities since 2014 in various roles. Outside of his advisory work, he serves as a resident agent for a family-owned Domino’s Pizza franchise business in Maryland in an unpaid capacity. 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 platforms and AI-enabled research tools.

Jeffrey Banack is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. His prior roles include positions at Bank of New York and Truist Bank, as well as experience with the University of Central Florida and One Way Valet. 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 tools to support investment decisions.

John Mason is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Securities and Bbtis prior to that. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary arrangements supported by affiliated broker-dealer relationships and third-party platforms.

Andrew Pittinos is a CFA charterholder and financial advisor with 23 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following eight years at BB&T Securities. Based in Greenville, SC, Pittinos’s background includes roles at Truist Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Roger Perkins is a Series 66-licensed financial advisor at Truist Advisory Services with two years of industry experience. He has worked at Truist Investment Service, Inc. since 1988. 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 advisory approaches and offers specialized manager-selection programs supported by AI-enabled research and multi-affiliate integration.

Spencer Rife is a financial advisor with Truist Advisory Services in Richmond, VA. He holds Series 63 and Series 65 credentials and began his career with Truist in 2026. Prior to joining the firm, he worked in various educational roles at several colleges and a high school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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.

Jeffrey Lewis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at BB&T Securities, Stephens Inc, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he serves as Treasurer and a board member of the Armfield Homeowners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.