Paulette Callas is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has seven years of industry experience, including prior roles at Merrill and Wells Fargo Bank. She is currently based in King of Prussia, PA. 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 research tools to support its investment approach.

Gregory Lebar is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes roles at SunTrust Advisory Services, Suntrust Investment Services, Inc., and Wells Fargo Clearing. He serves as a board member and finance committee member for Resiliant Retreat, a nonprofit organization offering treatment for trauma victims. 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 advanced research tools and inter-affiliate integration.

Paul Shibley is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities, BB&T Bank, and BB&T Investments. He serves on the finance committee of St. Anthony's Church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting augmented by AI-enabled equity research.

Jason Moss is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. Outside of his advisory role, he is the sole proprietor of a clothing business called My Sugar Baby. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with inter-affiliate integration.

Jacqueline Perez is a financial advisor at Truist Advisory Services with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, Cetera Investment Services, and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business 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.

Tony Bullard is a financial advisor with Truist Advisory Services in Lumberton, NC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously spent 21 years with Bb&T-affiliated firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research to support client portfolios.

Kathy Clay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Merrill for 17 years before joining Truist in 2022. 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 arrangements and an Equity Research team that employs AI-enabled tools.

Adam Fannin is a CFP® professional with 25 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Trust Investment Services, Inc. and Suntrust Securities, Inc. Fannin holds the Series 66 designation and is based in Ponte Vedra Beach, FL. 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 approaches and utilizes third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Jairo Castaneda is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at Bb&T Securities and BBTIS. 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 and integrates inter-affiliate resources to manage investment programs such as the AMC Advantage.

Natalie Mason is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Truist Advisory Services and has held roles at various firms including BB&T Securities, SunTrust Bank, and Raymond James Financial Services. Mason’s background includes nearly a decade at SunTrust in multiple advisory capacities. 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 manager relationships with AI-enabled research tools and a focus on inter-affiliate integration to support its investment programs.

Jocelyn Mc Bride is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 designations and eight years of industry experience. Her career includes roles at Truist Investment Services and its predecessor firms, dating back to 2017. 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 its investment solutions.

Todd Sowpel is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2016, as well as Pershing Advisor Solutions LLC from 2007 to 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Charles Baskervill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at Truist Advisory Services and related affiliates since 2015, including prior roles at BB&T Investment 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 offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Shamecia Carter is a Series 66-registered advisor with Truist Advisory Services, based in Charlotte, NC. She has four years of industry experience and has worked at Truist Advisory Services and Truist Investment Services since 2024, following prior roles at Bank of America, Merrill, and Wells Fargo Clearing. 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 that employs both discretionary and non‑discretionary approaches supported by third-party platforms and AI-enabled research tools.

Anna Shepherd is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her advisory role, she worked at Truist Investment Services and Truist Wealth, and she also has experience working with Vitality Bowls and the Episcopal School of Jacksonville. 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 platform and manager arrangements, to deliver its AMC Advantage manager-selection program and ongoing due diligence.

Jessica Phillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. Her prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Advisors. Truist Advisory Services offers 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 AI-enabled research tools and inter-affiliate integration.

Brandon Stevens is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2025, following prior roles at TD Bank and TD Private Client Wealth. Outside of his advisory duties, he is the sole proprietor of a residential rental property in Hilton Head Island, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Alfred Crake is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes roles at Truist Investment Services and Bb&T Securities. He is based in Melbourne, FL. 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 platform arrangements.

Christopher Campos is a CFP® professional with 19 years of experience in the financial services industry. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services. Outside of his advisory role, he is a member manager of an entity related to potential rental properties. 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 third-party platforms to support its AMC Advantage program.

Christopher Mc Cain is a CFP® with 20 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, joining both in 2026. Prior to that, he spent ten years at CUSO Financial Services, LP. Mc Cain serves as Vice President on the board of the Clan Rince Irish Dance Foundation, a nonprofit supporting Irish dance students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by inter-affiliate integration across its affiliated entities.