Shayon Moore is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at various SunTrust entities since 2015, including SunTrust Investment Services and SunTrust Advisory Services. Outside of his advisory role, Moore is involved in managing two party and event equipment rental businesses specializing in inflatables, concessions, and photo booths. 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 supervisory oversight.

Lina Valencia Sandoval is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Bank and Truist Investment Services. Lina’s background also includes roles at CarKey Auto Inc and Compass Canada. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an Equity Research team that employs AI-enabled tools.

Jeffrey Herman is a financial advisor with Truist Advisory Services, holding a Series 66 designation and seven years of industry experience. His prior roles include seven years at JP Morgan Chase Bank NA and JP Morgan Securities LLC. He is currently based in New York, NY. 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 and non-discretionary management strategies and integrates third-party manager arrangements supported by AI-enabled research and supervisory oversight.

Chancey Zifko is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fifth Third Bank and Wells Fargo prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and research tools to assist with investment policy analysis and manager selection.

Samuel Cohen is a Series 66-licensed financial advisor at Truist Advisory Services with two years of industry experience. His prior roles include positions at Morgan Stanley and Primerica Financial Services. Before entering the financial sector, he spent eight years in full-time education and has worked in the food and beverage industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary management and third-party platforms.

Maria Zoubroulis is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked at Truist Investment Services, Truist Financial, and Citizens Bank. Outside of her advisory role, she assists with administrative operations for a coffee roasting business she co-owns. 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 mix of discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to support client portfolios.

Stephen Freeman is a financial advisor with Truist Advisory Services holding a Series 66 credential and four years of industry experience. His prior roles include positions at Fidelity Investments and Seminole Casino Immokalee. 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 Hassler is a financial advisor at Truist Advisory Services in Richmond, VA. He holds the Series 66 credential and has experience working at Truist Advisory Services and its affiliated firms since 2021, including roles at Truist Wealth, SunTrust Bank, and BB&T. 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 strategies, supported by AI-enabled research tools and inter-affiliate integration, including the AMC Advantage manager-selection program.

Frank Carbonara is a financial advisor with Truist Advisory Services in Chicago, IL, holding Series 63 and Series 66 licenses and having 22 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Outside of his advisory career, he owns and manages a single rental property. 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 implemented through discretionary and non-discretionary arrangements supported by third-party platforms and research tools.

Thomas Ashbridge V is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bb&T Securities, LLC, and Scott & Stringfellow, Inc. He serves as a board member of the Clarkes Forge Home Owners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting with a focus on inter-affiliate integration and manager selection oversight.

Patrick Long is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Advisors, UBS Financial Services, and Suntrust Advisory Services. He serves as a co-trustee for family trusts related to clients with whom he has maintained a personal relationship for over 20 years. 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 AI-enabled equity research and inter-affiliate integration with Truist’s broker-dealer and banking services.

Diane Schmidt is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016, following seven years at SunTrust Bank. Based in Atlanta, GA, she has been with Truist through its transition from SunTrust. 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 with third-party manager arrangements, supported by AI-enabled research tools and a team that oversees manager selection and periodic reviews.

Bradley Cooke is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Prior to joining Truist, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for a combined 16 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy 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.

Elisa Maxwell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2014, including roles at Truist Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Thomas Sowers is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and BB&T Investment Services. Outside of his advisory work, he serves as the broom sale chairman for his local Lions Club chapter, a nonprofit organization that raises funds for the hearing and sight impaired. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches.

Bethany Tanner is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 65 and Series 66 designations and has worked previously at firms including Morgan Stanley, JPMorgan Securities LLC, and Regions Bank. 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 management approaches supported by third-party platform relationships and an Equity Research team that employs AI-enabled tools.

Kelli Stirna is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary management approaches, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

Rasheka Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Truist, she worked at Charles Schwab and Bon Secours. 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 an integrated inter-affiliate operating model.

Amanda Jordan is a CFP® with nine years of experience in financial advisory, currently with Truist Advisory Services. She previously worked for Bank of America for ten years before joining SunTrust Advisory Services in 2017. Outside of finance, she is involved in several entrepreneurial activities including a lifestyle consulting business and co-ownership of a home services company. 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, utilizing discretionary and non-discretionary investment approaches supported by third-party platforms and AI-enhanced research.

John Barry is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at BB&T Securities and various BB&T asset management and investment advisory affiliates. Outside of his advisory work, he serves as the head coach for the girls lacrosse team at Capital High School in Charleston, WV. 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, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.