Justin Robertson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 25 years of industry experience, including roles at Bank of America, Merrill, and BB&T. 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, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Olivia Marks is a Series 66-licensed financial advisor at Truist Advisory Services with 18 years of industry experience. She previously worked at Merrill Lynch for 11 years before joining SunTrust Advisory Services and SunTrust Investment Services, both of which are part of her current role at Truist. 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 a range of services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Ilir Berberi is a financial advisor with Truist Advisory Services in Fayetteville, NC, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at TRUIST Investment Services, BB&T, and affiliated entities from 2016 to the present. He serves as a board member of the Sandhills Children Center, contributing to organizational decision-making and volunteer efforts. 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 consulting supported by third-party platforms and AI-enhanced research tools.

Luke Mills is a CFP® professional with three years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services and previously worked at Fidelity Investments. Mills’s background includes experience outside financial services at PetSmart. 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.

Rhonda Dickson is a financial advisor with Truist Advisory Services based in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Investment Services since 2008. Outside of her advisory role, she teaches line dancing at a local community center, owns and operates a dance studio and event space, serves on the board of a nonprofit organization focused on hunger relief, and assists with the management of a family contracting business. 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 approaches supported by third-party platforms and AI-enabled research tools.

Connie Ellis Foster is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Investment Services, Merrill, and Bank of America. Outside of her advisory work, she owns and manages several online retail and creative businesses focused on women's fashion accessories, artwork, and photography. 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 AI-enabled research tools.

Michael Dennard is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, Signator Investors, Transamerica Financial Advisors, and FSC Securities Corporation. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and research.

James Appleby is a CFP® certified financial advisor with 21 years of industry experience. He has worked at Truist Advisory Services since 2018, including leadership roles at Truist Investment Services and Bb&T Securities. Appleby serves as a local board member for Beginnings, a nonprofit focused on education and assistance for children with hearing loss. 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 arrangements and AI-enabled equity research tools.

Steven Villanueva is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has one year of industry experience and previously worked in broadcast media at FOX 29 TV and WPTV NBC 5. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and employs AI-enabled tools to supplement traditional equity research.

Ronald Teasdale is a CFP® professional with 34 years of industry experience, currently serving at Truist Advisory Services since 2016. He has also been affiliated with Truist Investment Services since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Jennifer Nease is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and with 31 years of industry experience. Her career includes long tenure with BB&T-affiliated firms prior to joining Truist Advisory Services in 2021. Outside of her advisory role, she owns a second home in Columbia, SC, which she occasionally rents. 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 platform relationships and AI-enabled research tools within an integrated affiliate structure.

Byron Griffith III is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has four years of industry experience. His career includes eight years at Truist prior to joining Truist Investment Services in 2022. 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 combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.

Sean Setina is an advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SunTrust and its related entities since 2013. Outside of his advisory work, he is a co-owner of a rental property inherited from his family. 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, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform arrangements.

Robert Pace Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes tenures at Merrill, Banc of America Investment Services, and BB&T Securities. Outside of his advisory work, he owns a property producing pine trees. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager‑selection program, implementing advice through a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and in‑house research.

Laura Chatham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of finance, she is the owner and photographer of Laura Chatham Photography, specializing in family portraits and special event photography. 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 and non-discretionary approaches supported by inter-affiliate integration and third-party platform partnerships.

William Vickers is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to joining Truist in 2026, he worked at Edward Jones for three years and spent six years with Cumberland County Schools. He also had involvement with Round-A-Bout Skating Centers for nine years. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, corporate and business entities, retirement plan sponsors, and charitable organizations. The firm’s approach integrates discretionary and non-discretionary strategies, supported by third-party platform relationships and AI-enabled research tools.

Laurel Coleman is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 66 designation and previously worked at BB&T Securities before joining Truist in 2021. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christiana Webb is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Webb is based in Atlanta, GA. 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 AI-enabled research tools and inter-affiliate integration.

Gary Bieniasz Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes over 20 years with BB&T Investment Services and its affiliated entities before joining Truist in 2021. Outside of his advisory role, he participates in competitive travel basketball leagues and assists with fundraising events such as camps and golf tournaments. 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 investment approaches, leveraging third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

William Taylor is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked at Truist Investment Services, Bank of America, Merrill, and East Carolina University. Taylor serves on the board of the Martin County Economic Development Corporation and is a trustee for Martin Community College. 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 leverages third-party platforms and AI-enabled research tools to support its investment strategies.