Lori York is a CFP® with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Raleigh, NC. Her prior roles include positions at BB&T and BB&T Securities, where she worked for a combined eight years. 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 third-party platforms and AI-enabled research tools.

Shirley Lopez is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Truist in 2016. 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 a combination of discretionary and non-discretionary approaches.

Sunil Menezes is a financial advisor with Truist Advisory Services in Tampa, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, he worked at Morgan Stanley for two years. 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 AI-enabled tools and inter-affiliate resources in its manager selection and oversight processes.

Logan Harclerode is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Charles Schwab and Truist Investment Services, and he serves in the United States Marine Corps, where he operates an amphibious assault vehicle. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, businesses, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Bianca Lohman is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at SunTrust Advisory Services since 2016 and SunTrust Securities, Inc. since 2004. Outside of finance, Lohman works as a group fitness instructor at OneLife Fitness. 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 integrated inter-affiliate services.

Elvis Castro is a financial advisor with Truist Advisory Services in Oakton, VA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. 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, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Thomas Fontana is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously spent six years with Bb&T Securities. 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, utilizing third-party platforms and AI-enabled research tools to support its manager-selection programs and supervisory oversight.

Richard Austin is a financial advisor with Truist Advisory Services in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior experience includes roles at Merrill and multiple SunTrust entities. 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 that integrates discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate resources.

Haley Signorini is a financial advisor with Truist Advisory Services, holding a Series 65 license and seven years of industry experience. She has worked at Truist Advisory Services since 2019 and previously at SunTrust Banks from 2015 to 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Joseph Jarrett is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2018, following prior roles at Merrill Lynch and Edward Jones. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating structure.

Jennifer Beaulieu is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 24 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously at BB&T Securities and BB&T Investments. Outside of her advisory role, she owns short-term rental properties in North Carolina and Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary strategies.

William Senn is a financial advisor at Truist Advisory Services with a Series 66 designation and approximately one year of industry experience. Prior to his advisory role, he served in the United States Air Force from 2018 to 2026 and worked at the Medical University of South Carolina for four years. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

David Dively is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 23 years of industry experience, including roles at Truist Investment Services, Bb&T Securities, and BBTIS. 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, supported by third-party platforms and AI-enabled research tools.

Christopher Burton is a financial advisor with Truist Advisory Services who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His career includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and FIFTH THIRD SECURITIES, Inc., among others. He is based in Pittsburgh, PA. 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, and manager-selection programs through discretionary and non-discretionary approaches.

Andres Cartaya is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Mutual of Omaha and Truist Investment Services. Outside of his advisory role, he is involved in a valet parking business in Tampa, Florida. 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 and non-discretionary manager relationships and third-party platforms.

Dana Baker is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with Truist and its predecessor firms since 2014. 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 a comprehensive manager selection program and AI-enabled research tools.

Neal Stevenson is a CFP® with nine years of industry experience, currently serving at Truist Advisory Services in Savannah, GA. His work history includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, Wells Fargo Clearing, and Merrill. 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 with non-discretionary consulting and uses third-party platform and manager arrangements to deliver its AMC Advantage manager-selection program.

Jennifer Kellett is a financial advisor at Truist Advisory Services with six years of industry experience. She holds the Series 63 and Series 65 registrations and has worked at Truist-related firms since 2012. Outside of her advisory role, she operates a small photography 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 manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Adam Bloomberg is a Series 66-registered advisor with Truist Advisory Services, based in Mt. Pleasant, SC, with 12 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Princor Financial Services, and Principal Life Insurance Company. 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 equity research and integrated inter-affiliate service arrangements.

Michael Akers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services, Inc. since 2021, following eight years at Bb&T Securities. Outside of his advisory role, he manages a vacation home rental business in Hilton Head, South Carolina, renting the property through Airbnb and VRBO when not in family use. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate services and uses AI-enabled research tools to support its investment approach.