David Lay is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has nine years of industry experience, including roles at SunTrust Investment Services since 2014. Outside of his advisory work, he occasionally serves as a role player in surveillance scenarios for FBI training exercises. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and an AI-enabled research team, with a notable integration among its affiliated broker-dealer and bank services.

Ian Morse is a financial advisor at Truist Advisory Services with Series 66 registration and experience in related roles since 2019. Prior to joining Truist Advisory Services in 2026, he worked at Truist Investment Services and Truist, as well as at StarTek. 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 a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Richard Sargent II is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has three years of industry experience and has been associated with various Truist entities 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 investment decisions.

James Mason Jr. is a CFP® professional affiliated with Truist Advisory Services, based in Knoxville, TN, with 32 years of industry experience. He has been with SunTrust Advisory Services since 2016 and previously worked at SunTrust Investment Services, Inc. since 1999. Truist Advisory Services provides investment consulting and advisory 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.

Paul Valerio is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BB&T Investment Services and BB&T Securities. Outside of his advisory role, he officiates high school and collegiate ice hockey and youth lacrosse games and serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) Pennsylvania chapter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager partnerships.

Stephen Hudzik Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with SunTrust Advisory Services since 2013. Outside of his advisory work, Hudzik owns a vacation rental property on Bald Head Island. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 equity research.

Thomas Hunt is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes six years at JPMorgan Securities LLC and JPMorgan Chase Bank NA, along with a role at Johns Hopkins Carey Business School. He serves on the board of the Chesapeake Planned Giving Council, a nonprofit focused on planned giving in the greater Chesapeake region. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research.

Megan Sowers is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with Truist Advisory Services in Virginia Beach, VA. She has been with SunTrust Advisory Services and SunTrust Investment Services since 2015. 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 third-party platforms and AI-enabled research tools, to deliver diversified investment solutions.

Jeffrey Oliverio is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2018, including prior roles at Wells Fargo Advisors. Outside of his advisory work, he serves as the Finance Director on the executive board of My Hollywood Pride, a nonprofit organizing an annual LGBTQ Pride festival in Hollywood, Florida. 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 and inter-affiliate integrations.

Kristen Plowman is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Truist and its predecessor firms since 2011. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

James Shaughnessy II is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate platforms, to deliver comprehensive investment solutions.

Amy Loftis is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 65 designation and nine years of industry experience. She has worked at Truist Advisory Services and Truist Bank since 2016. 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 utilizes both discretionary and non‑discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Michael Leasure is a CFP® professional with 23 years of industry experience. He is currently with Truist Advisory Services and has worked at SunTrust Advisory Services 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, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Margaret Robinson is a CFA® charterholder with 14 years of industry experience. She is currently with Truist Advisory Services in Atlanta, GA, where she has worked since 2019 following three years at Goldman Sachs. 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 with non-discretionary consulting and uses AI-enabled research tools alongside traditional methods as part of its manager selection and oversight processes.

Brock Himan is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior firms include Merrill, UBS Financial Services, and BB&T Securities. He serves as a board member for Truth In Nature, a Christian youth program based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Mallie Poore is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2025, she worked at Truist from 2021 to 2025 and had positions at Newton Financial Group, Aerie, Target, WKU, and Dillards. 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 manager arrangements supported by third-party platforms and AI-enabled research tools.

Alan Glenn is a financial advisor with Truist Advisory Services in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at TIAA, Mass Mutual Investors Services, and MSI Financial Services. 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 third-party platforms and AI-enabled research tools.

Karyn Talarico is a CFP® with 24 years of industry experience, currently advising at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Bank, BB&T, and affiliated investment services firms over more than a decade. 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, implementing advice through a combination of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Jay Burmaster Jr. is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes positions at Truist Investment Services, BB&T Securities, Scott & Stringfellow, Wells Fargo Clearing, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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 that combines discretionary manager relationships and consulting, supported by AI-enabled research and inter-affiliate resources.

Nathaniel Powell is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Suntrust Investment Services, INC since 2016, currently affiliated with Truist Advisory Services. 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, supported by AI-enabled research tools and inter-affiliate integration among its affiliated entities.