James Wesche Jr. is a CFA® charterholder with 29 years of industry experience. He has been with Truist Advisory Services since 2020 and previously worked at SunTrust Advisory Services, Inc. from 2016 to 2020. He holds Series 63, 65, and 66 licenses and is based in Winter Park, 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 and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Michael Hall is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bb&T Securities, LLC, and Bb&T Investment Services, Inc. He has been with Truist Advisory Services and Truist Investment Services since 2021. 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 the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Bernice Murff is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has 30 years of industry experience, having worked at firms including Raymond James & Associates, Wells Fargo Clearing, and BB&T Securities. Murff is also involved as a finance advisor for the Alpha Gamma Delta Theta Zeta chapter at Randolph-Macon College, where she is an alumna. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program using both discretionary and non-discretionary approaches, supported by inter-affiliate integration and third-party platform relationships.

Oluwa Raines is a financial advisor with Truist Advisory Services holding a Series 66 designation and 16 years of industry experience. He has been with Suntrust Advisory Services and Suntrust Investment Services since 2016 and has prior experience at MSI Financial Services 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 employs a combination of discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support client investment strategies.

Vy Pham is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has worked with Truist Advisory Services and its predecessor firms since 2009. 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 and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and emphasizes inter-affiliate integration with its affiliated broker-dealer and bank.

Charles Rusmisel is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the Truist firms since 2002 through their predecessor entities. Outside of his advisory work, he serves as head wrestling coach for a middle school team and participates in local election supervision. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured oversight process for manager selection and review.

Christopher Ford is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm implements advice through discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Corey Turner is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, SunTrust Investment Services, and Nordstrom Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Sidney Fenton is a financial advisor at Truist Advisory Services with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Truist and its predecessor firms since 1993, including roles at BBVA Compass Insurance Agency and BBVA Wealth Solutions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and oversee manager selection.

Patricia Centeno is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She has been with Truist Advisory Services and Truist Investment Services since 2023. 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 combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

Wei Lu is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Credit Suisse Securities and UBS Securities before joining Truist. 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 third-party manager selection through its AMC Advantage program.

Wade White is a CFA® charterholder based in Atlanta, GA, with nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Bank since 1997. He is affiliated with Truist Advisory Services, an enterprise firm serving individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. Truist Advisory Services offers investment consulting and advisory services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Elizabeth Madden is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Truist Advisory Services since 2016. 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 combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Cynthia Crossen is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Truist and its predecessors, including Suntrust Advisory Services and Scottrade, with a career spanning from 2004 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.

Sarah Welch is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, 65, and 66 licenses and with 17 years of industry experience. She has worked at Truist and its predecessor firms since 2004, with prior experience at Merrill and several other financial services companies. Outside of her advisory role, she directs regional sales for Blue Chip Green Cleaning and is president of Roadmap Publishing, a venture focused on book writing and publishing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, and operates with a significant degree of inter-affiliate integration.

Stokes Shealy Jr. is a CFP® professional with 30 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities, Wells Fargo Advisors, Banc of America Investment Services, and Legg Mason Wood Walker. He holds leadership and volunteer positions including past president of the Rotary Club of Forest Acres, chairmanship of the Columbia Executives and Owner’s Association, and volunteer work with the American Heart Association and The Leukemia & Lymphoma Society. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Sarah Rock is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Truist in 2022, she worked at Wells Fargo Clearing and Wells Fargo 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 and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Tonia Hammond is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has eight years of industry experience. She previously worked with Wells Fargo Clearing Services and Wells Fargo Bank before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Francesca Gilchrist is a CFP® with 26 years of industry experience, currently serving at Truist Advisory Services. She has worked with Truist Investment Services and Truist Advisory Services since 2004. 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 combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Wesley Robbins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2014. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.