Leslie Wilkerson is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds the Series 66 designation and has previously worked at BB&T Securities, LLC prior to joining Truist in 2021. Wilkerson serves as president of the East End Community Association, where she organizes local events and community maintenance activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and consulting, supported by third-party platforms and AI-enabled research, to deliver a range of investment solutions.

Colby Murphy is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been with Truist Investment Services since 2009. He is based in Virginia Beach, VA. 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, 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.

Ralph Merten is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services in Atlanta, GA, where he has worked since 2025, following prior roles at Sarmaya Partners, LLC and Morgan Stanley. Truist Advisory Services provides 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.

Michael Cichon is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Bb&T Securities. He is also a partner in MNC Ventures, LLC, an entity established for real estate or private placement investments. 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 uses third-party platforms and AI-enabled research tools to support its investment programs.

Michael Skordeles is a financial advisor with Truist Advisory Services who holds Series 65 and Series 66 credentials and has 15 years of industry experience. His prior work includes roles at SunTrust Advisory Services, SunTrust Bank, Morgan Keegan & Company, LLC, and KeyBanc Capital Markets Inc. He serves as a board member for One Cumberland, a nonprofit supporting community and environmental initiatives in the Cumberland area of Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by in-house research and third-party platforms.

Margaret Sattler is a financial advisor at Truist Advisory Services with Series 63 and Series 65 licenses and four years of industry experience. She has held various roles within Truist and its affiliated entities since 2021 and has prior experience at Capital City Financial Partners, E.W. Scripps Company, and Barre3. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary manager relationships, leveraging third-party platforms and AI-enabled research tools to support investment decisions.

Brooke Tiller is a CFP® with 26 years of industry experience, currently advising at Truist Advisory Services since 2022. Her prior roles include positions at Wells Fargo Clearing and Wachovia Bank. She serves on the boards of Riverside Lifelong Health and the James River Association, organizations focused on community health care and environmental conservation, respectively. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Luis Castaneda Arellano is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services and Truist Bank beginning in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships, non-discretionary consulting, and AI-enabled research tools, with an emphasis on integrated inter-affiliate operations.

Kirk Gravelle is a CFP® professional with over 31 years of experience in financial services. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2022. Prior to that, he spent 13 years at Morgan Stanley Smith Barney and 7 years at Morgan Stanley Private Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering a range of solutions including asset allocation, fiduciary support, and a manager-selection program through its AMC Advantage platform.

Kimberly Payne is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021, with prior roles at BB&T Securities and PNC Investments. Outside of her advisory role, she sells used household items on eBay and used clothing on Poshmark, and creates and sells handmade art, jewelry, and pottery through Etsy and other platforms. 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, leveraging third-party platforms and AI-enabled research tools to support its asset allocation, manager selection, and fiduciary services.

Rhondale Haywood is a CFP® and CFA® with three years of industry experience, currently advising at Truist Advisory Services in Charlotte, NC. Prior to joining Truist, he worked at Bank of America for five years and PNC Bank for twelve years. He serves on the investment committee of the Foundation For The Carolinas, where he participates in asset allocation and strategy oversight. 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 that combines discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Edward Cohen is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016, along with roles at SunTrust Bank and SunTrust Investment Services since 2009. 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 and manager arrangements, to deliver its investment solutions.

Mark Mullins is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services, Truist Bank, and Mullins Capital Management. Prior to his advisory career, he worked eight years at Tennessee Technological University. 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, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Patrick Mcclintock is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with SunTrust-affiliated firms since 2007. Outside of his advisory role, he works as an Uber driver. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, employs a mix of discretionary and non-discretionary manager relationships, and integrates AI-enabled research tools alongside inter-affiliate resources.

Alexander Hernandez is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 28 years of industry experience. He has been with SunTrust Advisory Services, Inc., now part of Truist, since 2009. Outside of his advisory role, Hernandez is involved in family real estate projects, assisting his children with property purchases and renovations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm’s offerings include 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.

Edward Schailler is a financial advisor with Truist Advisory Services based in Tampa, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He previously worked at Raymond James Financial Services and Suntrust Advisory Services. He also serves as a FINRA arbitrator, participating on arbitration panels as requested. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jordan Battee is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has experience working at Truist Investment Services since 2024 and previously at Bank of America Private Bank from 2020 to 2024. Prior to his advisory roles, he held positions at the University of Delaware and Delaware Technical Community College. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, 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, with a focus on integrated inter-affiliate operations.

Timothy Garrett is a CFP® with 14 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Truist Investment Services and BB&T entities. Outside of his advisory work, he owns and manages concrete business equipment and commercial real estate through his LLC. 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.

Zachary Avery is a financial advisor with Truist Advisory Services in Columbus, GA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining SunTrust Advisory Services, now part of Truist, where he has been since 2016. Outside of his advisory role, he is the managing member of Running A Holdings LLC, a company focused on wildlife habitat preservation, recreational use, and long-term timber management in Pine Mountain, Georgia. 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-enhanced research tools.

Bert Henderson IV is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He has worked with SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2002. Henderson holds board positions with the Elizabeth River Project, Hampton Roads Estate Planning Council, and Norfolk Collegiate School, contributing to charitable, educational, and estate planning initiatives in the Norfolk, VA area. 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 a structured oversight process for manager selection and reviews.