Horace Johnson III is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Truist in 2022. Outside of his advisory role, Johnson serves as a board member of the Arts Association of Newton County, a nonprofit organization focused on promoting dance, music, and visual arts. 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 utilizes AI-enabled research tools and inter-affiliate resources to support its investment and manager selection processes.

Stephanie Malone is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities, BB&T, and Atlantic Capital Bank. 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, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Walter Schacht is a CFP® professional with 25 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, having joined in 2025. His prior experience includes eight years at Cetera and one year with SunTrust Advisory Services and related entities. 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 and non-discretionary strategies, supported by AI-enabled research tools and inter-affiliate integration, to manage and oversee client investments.

Kayla Goins is a financial advisor at Truist Advisory Services with four years of industry experience. She holds the Series 66 designation and has been with Truist and its predecessor entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and uses a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools.

Michael Hoffmann is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Truist Advisory Services, where he has worked since 2018 following previous roles at Suntrust Robinson Humphrey. Hoffmann holds the Series 63 license and is based in Charlotte, NC. 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 AI-enabled research tools and inter-affiliate integrations, to deliver customized investment solutions.

John Regan is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Bank and First Citizens Investor Services. 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 inter-affiliate integration.

Daniel Shif is a Series 66-licensed financial advisor with Truist Advisory Services in Winter Park, FL. He has been with Truist and its affiliates since 2017, including roles at Truist Bank and Truist Investment Services, and previously worked at Deutsche Bank for one year. Shif has no prior industry experience before joining Truist Advisory 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 approaches, supported by third-party manager relationships and AI-enabled research tools, with an emphasis on inter-affiliate integration and comprehensive fiduciary support.

Robert Garrett is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with Truist Advisory Services and its predecessor entities since 2014. Outside of his advisory role, he owns and operates a part-time lawn maintenance business. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Ryan Thompson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has been with 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary strategies.

Candice Howell is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services and its affiliated entities since 2018, including prior roles at BB&T Investments. 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 manager-selection programs, combining discretionary and non-discretionary approaches with third-party platform partnerships and AI-enabled research tools.

Thomas Morse II is a financial advisor with Truist Advisory Services in Birmingham, AL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Truist, Morse worked at Wells Fargo Clearing and Wells Fargo Bank, as well as various roles at EBSCO and other companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary manager relationships while leveraging third-party platforms and AI-enabled research tools to support its investment approach.

James Davis is a financial advisor with Truist Advisory Services in Lexington, KY, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at BB&T Securities, Wells Fargo Clearing, and A.G. Edwards & Sons before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Leonard Lebov is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2018. Prior to this, he was an independent consultant and spent nine years with Lone Peak Partners Management LP. 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 both discretionary manager relationships and non-discretionary consulting.

Jonathan Charles is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked at SunTrust Advisory Services and Suntrust Investment Services since 2008. 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 manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Justine Lawson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank, as well as experience outside finance in the food service industry. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Danielle Ponce is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has three years of industry experience and has previously worked at FIRDT BANK and Gorski Enterprises LLC. 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, to deliver its AMC Advantage manager-selection program and fiduciary support.

Jackson Merrick is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Morgan Stanley and its affiliated private bank. 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 mix of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment processes.

Cory Wood is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Truist Advisory Services and has held previous roles at Fisher Investments, Merrill, Bank of America, SunTrust Bank, and New York Life Insurance. Cory is based in Tampa, FL. 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.

Jacob Onufrock is a financial advisor with Truist Advisory Services, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Truist, he worked at Blue Trust and OTR Solutions and has six years of experience in the food service industry at Chick-Fil-A. 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, investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program through its AMC Advantage platform.

David Thielen is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked from 2014 to 2023. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.