Gordon Grimes II is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services in Raleigh, NC. He has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Investment Services since 2005. Outside of his advisory role, he owns a second home rental property in Ocean Isle Beach, NC. Truist Advisory Services offers 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.

Stefanie Perticone is a financial advisor with Truist Advisory Services in Newport News, VA. She holds a Series 66 designation and has been with the Truist organization since 2016, previously working at Truist Bank before joining Truist Advisory Services and Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist entities.

Jillian Spinelli is a Series 66-licensed financial advisor with Truist Advisory Services in Winston-Salem, NC, bringing 10 years of industry experience. She has worked with various Truist and BB&T entities since 2016. Outside of her advisory role, she serves on the board of The Bethesda Center, a local homeless shelter. 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 advanced research tools and inter-affiliate integration.

David Livingston is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2000. Outside of finance, he serves as secretary and bookkeeper for Livingston Galleries, Inc., a photography business specializing in wedding, family, and corporate shoots. 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, supplemented by AI-enabled research, and is noted for its inter-affiliate integration and comprehensive manager oversight.

Tu Nguyen is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor firms 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, utilizing third-party platform and manager arrangements, and integrates affiliated services including Truist Investment Services and Truist Bank sweep features.

Carol Robbins is a financial advisor with Truist Advisory Services in Richmond, VA. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Robbins has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. 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.

Bunchan Tom is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Truist Investment Services since 2007 and Truist Advisory Services since 2016. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Gustavo Laguarda is a CFP® and ChFC® with 22 years of experience in the financial services industry. He currently works at Truist Advisory Services and has been with the Truist organization since 2006, including roles at BB&T Investments and Truist Investment Services. 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 manager relationships, supported by third-party platforms and AI-enabled research tools, and integrates services across affiliated broker-dealer and banking entities.

Martiara Boyd is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has worked at various organizations including Truist Investment Services and the Society for Financial Education and Professional Development. Outside of finance, she is the owner of MB LUXE EVENTS, a business focused on event decorating. 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, and fiduciary support, utilizing a mix of discretionary manager relationships and non-discretionary consulting supplemented by AI-enabled research tools.

Frank Gobble is a financial advisor at Truist Advisory Services in Richmond, VA, holding a Series 66 designation with one year of industry experience. His career includes roles at Truist and BB&T entities dating back to 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and third-party platform arrangements to implement advice.

Olivia Ravenscroft is a financial advisor with Truist Advisory Services in Newnan, GA, holding Series 63 and Series 66 credentials and having eight years of industry experience. Her prior work includes roles at Wells Fargo and PNC Bank. 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 investment decisions.

Jason Sulvinski is a financial advisor with Truist Advisory Services in Fort Myers, FL, holding a Series 66 credential and four years of industry experience. His career includes roles at Truist Advisory Services, TRUIST Investment Services, and SunTrust/Truist dating back to 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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 an integrated team overseeing manager selection and portfolio reviews.

John Dracos Jr. is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has worked at SunTrust Advisory Services since 2012. He serves as a board member of the Estate Planning Council of Richmond, a for-profit organization where professionals share ideas and education related to estate planning. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment advisory processes.

Mackenzi Honaker is a Series 66 licensed advisor with Truist Advisory Services, based in Blacksburg, VA, and has three years of industry experience. Before joining Truist Investment Services in 2022, she worked at River Ridge Dermatology and Tender Loving Care Day Care. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Robert Walters is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Truist Advisory Services, where he has worked since 2018 through its affiliated entities, following prior roles at JPMorgan Securities LLC and Merrill. 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 third-party platforms and AI-enabled research tools, with a distinctive level of inter-affiliate integration among its related entities.

Michael Breed is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 34 years of industry experience. He has worked with various Truist entities since 2003, including Truist Advisory Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supplemented by AI-enabled research tools.

Christopher Peele is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America for five years before joining SunTrust Advisory Services and SunTrust Investment Services, where he has been employed for nine years. Outside of his advisory role, Peele serves as a board member of the Greensboro Symphony, focusing on engaging young professionals and promoting community participation in music education. 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 approaches supported by third-party platforms and manager relationships, integrating resources across affiliated entities to deliver its AMC Advantage manager-selection program.

Eric Mangasarian is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016. Outside of his advisory work, he is involved in managing a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program that combines discretionary and non‑discretionary approaches with third‑party platform partnerships.

Thomas Ritchie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at BB&T Investment Services and BB&T Securities before joining Truist in 2015, continuing through the firm's transition. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Karl Kuchma is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Truist Investment Services since 2006 and with Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and uses third-party platforms and AI-enabled research tools to support its investment approach.