Craig Bisagna is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, TIAA-CREF, and National Asset Management. He is based in Charlotte, NC. 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 third-party manager selection through its AMC Advantage program. The firm employs discretionary and non-discretionary approaches and integrates inter-affiliate resources, including affiliated broker-dealer and banking services, to support its investment solutions.

Valerie Vander Molen is a financial advisor at Truist Advisory Services with 23 years of industry experience. Her career includes roles at PNC Investments and SunTrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, with offerings that include asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Jonathan Bjoring is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at PNC Investments. His current tenure includes seven years at SunTrust Advisory Services and SunTrust Investment Services. 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, utilizing both discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Allen Brooks Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at several firms, including SunTrust Advisory Service, Inc. and Cetera Advisor Networks. Allen is based in Lynchburg, VA. 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 third-party platforms and AI-enabled research tools.

Joseph Ferraro is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Truist Advisory Services since 2021, following roles at Bb&T Investment Services and Bb&T Securities dating back to 2001. 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 integrates discretionary and non-discretionary management through multiple platform and manager arrangements.

Joseph Martin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at several firms including Truist Investment Services, Suntrust Advisory Services, Bb&T Securities, and Scott & Stringfellow. 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 third-party platform arrangements to implement its strategies.

Christopher Jolley is a financial advisor with Truist Advisory Services holding the Series 66 designation and four years of industry experience. His prior work includes roles at Ashland Physical Therapy and Maramarc Fitness L.L.C. in addition to his current advisory positions. 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 supported by AI-enabled research tools and inter-affiliate integration.

Nancy Cheney is a CFA® charterholder with 10 years of industry experience. She is currently an advisor at Truist Advisory Services, where she has worked since 2021. Prior to joining Truist, she held roles at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA from 2016 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs. The firm uses a combination of discretionary and non-discretionary approaches and integrates multiple affiliated entities in its service delivery.

Ryan Schafer is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Deutsche Bank Securities Inc. for 11 years and Morgan Keegan & Company, LLC for one year. He has been with Truist Advisory Services since 2022. 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, participant advice, and a manager‑selection program, implementing advice through discretionary and non‑discretionary arrangements supplemented by AI‑enabled research tools and inter‑affiliate integration.

Dominic Parcels is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Investment Services, LPL Enterprise, Pruco Securities LLC, and 1st Source Bank. He also has experience outside of finance, having worked at Moe's Southwest Grill and the University of Georgia. 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 strategies supported by third-party platforms and AI-enhanced research.

Robert Steele is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2000. 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. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

Jerry Curtis Holton Jr. is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and SunTrust Advisory Services. Outside of his advisor role, he is a partner in Holton Capital LLC, which invests in private placements, and he is involved with the Holton Family LLC, an entity that manages real estate and private equity interests. 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 AI-enabled research tools and inter-affiliate resources, to deliver its AMC Advantage manager-selection program and other investment solutions.

Pamela Callahan is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. She has been with the Truist-related entities since 2001, including SunTrust Advisory Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary management and non-discretionary consulting supported by third-party platform relationships and AI-enabled research tools.

Christopher Damiano is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Evan Hand III is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Truist and its predecessor firms 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools.

Julian Ossa is a CFP® with 13 years of industry experience, currently advising at Truist Advisory Services. He previously worked at T. Rowe Price for eight years before joining Truist Investment Services and Truist Advisory Services in 2019. 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, fiduciary support, participant advice, and a manager-selection program that incorporates both discretionary and non-discretionary approaches.

John Downey is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2016 and with Truist Investment Services since 1998. He holds Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate resources.

Daniel Walsh is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, and previously with Suntrust Investment Services beginning in 1997. Based in Sun City Center, FL, Walsh has extensive experience in investment advisory 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 with third-party platform support and uses AI-enabled tools in its research process.

Colin Ducharme is a CFP® and CFA® credentialed advisor with four years of industry experience. He is currently with Truist Advisory Services and has previous experience at Sterling Capital Management, Scott & Stringfellow, and Chase Investment Counsel Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Lailany Giraldes is a financial advisor at Truist Advisory Services with 11 years of industry experience. She has held positions at Truist Advisory Services and Truist Investment Services since 2021, and previously worked at BB&T Securities from 2014 to 2021. Outside of her advisory role, she engages in creative activities including acrylic abstract and mixed media painting, self-publishing journals and notebooks through Amazon Kindle Direct Publishing, and maintaining a blog focused on baking, books, DIY projects, and gift ideas. 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, participant advice, and a manager‑selection program, combining discretionary and non‑discretionary management through third‑party platforms and extensive inter‑affiliate integration.