Jennifer Ware is a financial advisor with Truist Advisory Services in Charleston, WV, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at BB&T Wealth and Truist Wealth, with continuous involvement in Truist-affiliated firms since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and an AI-enhanced Equity Research team.

Marlin Duncan Jr. is a CFP® professional with 32 years of industry experience, currently serving at Truist Advisory Services since 2019. His career includes prior roles at Merrill and SouthTrust Securities. Outside of his advisory work, he is president of a real estate and farming business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies and uses third-party platforms for manager selection and due diligence, with a distinctive inter-affiliate operating structure.

Cynthia Green is a financial advisor with Truist Advisory Services in Melbourne, FL, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with SunTrust Advisory Services and its affiliated entities since 2017 and previously worked at PNC in 2016. Outside of her advisory role, Cynthia serves as a board member for Friends of Sally's House, an organization that supports residential housing and recovery programs for women and their children. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Shannon Hogan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Hogan has worked with Truist Advisory Services since 2016 and with its affiliated firm, Truist Investment Services, Inc., since 2015. 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, utilizing third-party platforms and AI-enabled research tools to support its manager selection and oversight processes.

Joelle Brown is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation. Prior to joining Truist, her work experience includes roles at Target, H&M, Chick-Fil-A, and Rocky Hill Parks and Recreation. 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 platform and manager arrangements, with oversight from its Equity Research team and Investment Advisory Group.

Joseph Diorio is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at firms such as BB&T Securities, Wells Fargo Advisors, and PNC Wealth Management. 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, fiduciary support, and the AMC Advantage manager-selection program, utilizing a range of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Yanin Salgado is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. She has been with SunTrust Advisory Services since 2016 and has held roles within SunTrust Banks and SunTrust Investment Services since 2010. 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, fiduciary support, participant advice, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and a dedicated equity research team.

William Dedmon is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work history includes roles at UBS Financial Services and Truist Investment Services, as well as time spent at the University of Mississippi. 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.

Christie Morrison is a ChFC® and Series 66-licensed financial advisor with two years of industry experience. She is currently with Truist Advisory Services and previously worked at Edward Jones. Outside of her advisory role, she is involved with Fleet Feet, a retail business specializing in running shoes and apparel, where she fits customers for footwear. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary manager relationships supported by third-party platforms and emphasizes inter-affiliate integration within the Truist enterprise.

Maria Olavarria Alban is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and Pencillus Systems 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 AI-enabled research tools and inter-affiliate integration among Truist entities.

Hugh Solomon Leslie is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2014. 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, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.

Stephen May is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Raymond James & Associates for 11 years. 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 approaches and utilizes third-party platforms and AI‑enabled tools to support manager selection and portfolio oversight.

Nathaniel Powell is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC and JPMorgan Chase & Co and is the owner of an intellectual property holding company focused on maintaining copyrights and trademarks. 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 and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jason Kelley is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Truist Investment Services, Wells Fargo Clearing, SunTrust Investment Services, UBS Financial Services, and Hubbell Lighting. Truist Advisory Services delivers investment consulting and advisory services to individuals, business clients, retirement plans, and charitable organizations. The firm combines discretionary manager relationships with consulting services and employs AI-enabled research tools to support manager selection and oversight.

Alfredo Fernandez is a financial advisor with Truist Advisory Services in Miami, FL, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked with various SunTrust entities since 2015, including SunTrust Advisory Services, where he has been since 2017. 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 strategies, supported by third-party platform and manager arrangements, and integrates services across affiliated entities.

Maria Asher is a CFA® charterholder with three years of industry experience. She has been with Truist Advisory Services since 2024, following a decade at Westwood Wealth Management. Maria is based in Houston, TX. 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 and incorporates third-party manager platforms as part of its AMC Advantage program.

Philip Garcia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at UBS Financial Services, Raymond James & Associates, Merrill, Bank of America, and BB&T Securities before joining Truist in 2018. Outside of his advisory work, he is involved in ranching operations in Weatherford, Texas, where he raises cattle. 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 uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and an Equity Research team employing AI-enabled tools.

Jeffrey Mc Closkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2015. Outside of his advisory role, he serves as Treasurer for the Poolesville Area Chamber of Commerce, a nonprofit organization focused on local business and community development. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary strategies supported by third-party platforms and extensive inter-affiliate integration.

Stanley Mckinney II is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Truist's various entities since 2014, including Truist Bank and Truist Investment Services. He is based in Memphis, TN. 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 integrates multiple affiliated entities to deliver its services.

Frederick Kienel is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes roles at Truist Advisory Services and TRUIST Investment Services, as well as their predecessor SunTrust Advisory Services and SunTrust Investment Services. 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 uses third-party platform and manager arrangements to support its offerings.