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Jeffrey R

Series 63, Series 66

Atlanta, GA

Truist Advisory Services

Jeffrey Repasky is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with SunTrust Advisory Services LLC since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support investment research and manager selection.

Founder/Business Owner Executive
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Drema S

Series 63, Series 66

North Myrtle Beach, SC

Truist Advisory Services

Drema Smith is a financial advisor at Truist Advisory Services with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Truist 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating structure.

Founder/Business Owner Executive
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Antonio G

Series 66

Washington, DC

Truist Advisory Services

Antonio Galliani is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His career includes roles at Citigroup, Cetera Investment Services, and PNC Bank. He is based in Washington, DC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

Founder/Business Owner Executive
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Kevin C

Series 63, Series 65

Jenkintown, PA

Truist Advisory Services

Kevin Carr is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Wells Fargo and Citizens Securities. His current role at Truist began in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and a comprehensive manager-selection program.

Founder/Business Owner Executive
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Timothy D

Series 63, Series 65

Jenkintown, PA

Truist Advisory Services

Timothy Delia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Truist Investment Services and Bb&T Securities. Outside of his advisory work, he serves as an assistant football coach for freshman players at LaSalle High School. 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 and non-discretionary manager relationships, supported by AI-enabled research tools and extensive inter-affiliate integration.

Founder/Business Owner Executive
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Timothy B

Series 63, Series 66

Roanoke, VA

Truist Advisory Services

Timothy Brauch is a financial advisor with Truist Advisory Services in Roanoke, VA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to his current role, he worked at Truist Bank, ChickFilA, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with a focus on inter-affiliate integration and AI-enabled equity research tools.

Founder/Business Owner Executive
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Ryan P

Series 66

Charleston, WV

Truist Advisory Services

Ryan Pickard is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with Truist and its affiliated entities since 2016, including Truist Investment Services and BB&T. Outside of his advisory role, Pickard serves as a board member of Hope for Appalachia, an addiction recovery organization for women and children, and as the Orientation Chair for the Rotary Club of 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, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary management supported by AI-enabled equity research and multi-affiliate resources.

Founder/Business Owner Executive
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Michael T

Series 63, Series 66

Baltimore, MD

Truist Advisory Services

Michael Thompson is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Truist-related entities since 2011, including BB&T Bank and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation 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.

Founder/Business Owner Executive
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Luke L

Series 63, Series 65

Charlotte, NC

Truist Advisory Services

Luke Luciano is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing three years of industry experience. His prior roles include positions at Alloy Investment Management, Foundations Investment Advisors LLC, and JPMorgan Chase Bank. Outside of his advisory work, he is involved with Alloy Wealth Management as an insurance agent, selling fixed annuities and life insurance. 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 platform and manager arrangements, and integrates inter-affiliate resources in its approach.

Founder/Business Owner Executive
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Kenneth D

Series 66

Vero Beach, FL

Truist Advisory Services

Kenneth Darnell is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 21 years of industry experience. His prior work experience includes roles at SunTrust Advisory Services, SunTrust Investment Services, Wells Fargo Clearing, and Morgan Stanley DW Inc. He is based in Vero Beach, Florida. 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 tools to support investment decision-making and manager oversight.

Founder/Business Owner Executive
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Andrew L

Series 66

Naples, FL

Truist Advisory Services

Andrew Lenart is a financial advisor with Truist Advisory Services in Naples, FL, holding a Series 66 designation and 16 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Roxanne J

Series 66

Richmond, VA

Truist Advisory Services

Roxanne Judge is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds the Series 66 designation and has worked previously with BB&T Securities 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 combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support its investment approach.

Founder/Business Owner Executive
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Nicholas P

Series 66

Mount Pleasant, SC

Truist Advisory Services

Nicholas Patterson is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His background includes various roles in education and a current position at Truist Investment Services, Inc. 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 is noted for its inter-affiliate integration and related operating structures.

Founder/Business Owner Executive
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Rachel L

Series 63, Series 66

Holly Springs, NC

Truist Advisory Services

Rachel Liquori is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked in various roles within Truist and its predecessor entities since 2011 and has prior experience at City National Bank and First Citizens Investor Services. Outside of her advisory work, Rachel is a co-owner of a consulting business that assists military veterans with disability claims, though she is not involved in its operations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party managers and AI-enabled research tools, with notable inter-affiliate integration across Truist entities.

Founder/Business Owner Executive
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Ann Marie N

Series 63, Series 65

Richmond, VA

Truist Advisory Services

Ann Marie Norman is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has held positions at multiple Truist entities and their predecessors, including Truist Securities, SunTrust Advisory Services, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, employs third-party platforms and manager arrangements, and integrates inter-affiliate resources to support its AMC Advantage manager-selection program.

Founder/Business Owner Executive
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Matthew M

Series 63, Series 66

Fort Lauderdale, FL

Truist Advisory Services

Matthew Mc Kean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Fiduciary Trust, JPMorgan Securities LLC, and Merrill, where he spent over two decades. He is based in Fort Lauderdale, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a multi-affiliate operating structure.

Founder/Business Owner Executive
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Michael H

CFP®, Series 63, Series 66

Rockville, MD

Truist Advisory Services

Michael Hoffman is a CFP® professional with over 31 years of experience in the financial industry. He has been with Truist Advisory Services since 2016 and has prior experience at Truist Securities, Inc. spanning more than two decades. 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 manages the AMC Advantage manager-selection program through a combination of discretionary and non-discretionary approaches.

Founder/Business Owner Executive
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Christopher K

Series 63, Series 65, Series 66

Hunt Valley, MD

Truist Advisory Services

Christopher Knox is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo and Assetmark. Outside of his advisory role, Knox coaches wrestling for a high school program in Hunt Valley, MD. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by advanced research tools and inter-affiliate integration.

Founder/Business Owner Executive
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Stephen H

Series 63, Series 66

Raleigh, NC

Truist Advisory Services

Stephen Holloman is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes prior roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He also manages several residential rental properties in North Carolina. 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 research tools.

Founder/Business Owner Executive
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Matthew V

Series 63, Series 65

Mount Airy, NC

Truist Advisory Services

Matthew Voreh is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Truist Advisory Services and related entities since 2018, including Bb&T Investments prior to its merger. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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