Luis Miranda is a CFP® and CFA® credentialed advisor with seven years of industry experience. He currently works at Truist Advisory Services and previously held roles at Citigroup, JPMorgan Chase Bank, and MFS. Outside of his advisory work, he mentors students in China through a mentorship program operated by Touchdown International LLC. 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.

Keith Holtsclaw Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His career includes roles at Truist Investment Services, Truist Bank, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as a trustee on the Lenoir Rhyne University Alumni Board and as an associate trustee for the Piedmont Education Fund, where he is involved in alumni engagement and scholarship fundraising. He is also a partner in a company specializing in disposable children’s cups and dinnerware. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary management and consulting supported by third-party platforms and research tools.

William Burnett is a CFP® professional with over 31 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously been with Morgan Stanley Smith Barney LLC for eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary and non-discretionary approaches, integrating third-party manager arrangements and AI-enabled research tools to support its investment advisory process.

Andrew Breasure is a CFP® certificant and financial advisor with Truist Advisory Services, bringing four years of industry experience. Before joining Truist, he held roles at North Carolina State University and Steward Wealth Strategies, among others. He serves as President of Tau Properties, a nonprofit housing corporation affiliated with Pi Kappa Phi at NC State, where he helps manage fraternity housing and alumni events. 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 third-party platforms to deliver asset allocation and investment policy support.

Amy Lindsey is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having worked at these and related firms since 2016, including Bb&T Securities. 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 uses third-party platforms and AI-enabled research tools to support its investment approach.

William Twum is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Truist Advisory Services, Wells Fargo Clearing, Wells Fargo Bank, and JPMorgan Chase. Outside of finance, he co-owns an African hair braiding salon in Tallahassee, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business 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 equity research tools.

Kevin Worm is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 63, Series 65, and Series 66 registrations. His prior work history includes roles at Truist Bank, Citizens Bank, and Morgan Stanley. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a third-party manager selection program called AMC Advantage.

Matthew Bracewell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Atlanta, GA. He has worked within various units of SunTrust since 2004, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting. The firm integrates third-party platforms and manager arrangements to support its AMC Advantage program and incorporates AI-enabled tools in its equity research.

Dawson Moreno is a CFP® and holds a Series 66 designation with four years of industry experience. He is currently with Truist Advisory Services and has prior work history at The Mather Group and Zest Atlanta Catering, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Hannah Busick is a financial advisor with Truist Advisory Services in San Francisco, holding a Series 66 credential and 12 years of industry experience. Her prior work includes roles at Suntrust Advisory Services, Suntrust Bank, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Paul Liebman is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Colliers International, Grubhub, and the USDA. Liebman serves on the Foundation Board of Directors for Hudson Memorial Presbyterian Church, where he collaborates with prospective donors on planned giving. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Ashley Schuster is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and 16 years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, LLC, and BB&T Investment Services, Inc. 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 combines discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled equity research and integrated inter-affiliate support to deliver its investment solutions.

Cheryl Carrington is a CFP®-designated financial advisor with 16 years of industry experience. She is currently with Truist Advisory Services and has previously worked at Wells Fargo Private Bank and Merrill. Outside of her advisory role, she holds ownership interests in two family-affiliated businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform relationships and AI-enhanced research tools.

William Ouzts is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. Prior to joining Truist in 2021, he worked at Bb&T Securities and Scott & Stringfellow. He is also a member of the Hampton Roads Academy Alumni Council, a nonprofit organization focused on alumni engagement. 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 relationships along with third-party platforms to support client needs.

Judith Mellett is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including roles at Truist Advisory Services and SunTrust Investment Services. Based in Sarasota, FL, she has been with Truist since 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, fiduciary support, and manager selection programs, using both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Todd Mcintire is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at BB&T and U.S. Bank before joining Truist in 2018. Outside of his advisory work, he is owner of Heartland Turf LLC, a lawn care business, and Perennial Investments LLC, which focuses on residential real estate activities. 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, utilizing third-party platforms and manager arrangements to deliver investment solutions.

Deborah Nuttycombe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services for the past 10 years. Nuttycombe is a part owner of a rental property managed by her husband, though she has no management responsibilities. 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, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Devivi is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has been with Truist Investment Services since 2025. 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 AI-enabled research tools and integrated inter-affiliate services.

Douglas French is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Truist and its predecessor entities since 2008, including roles at BB&T and Truist Investment Services. Outside of his advisory work, he serves as a board member and treasurer of the Northern Virginia Bonsai Society, a club dedicated to the art and education of bonsai. 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 implemented through third-party managers and platforms.

Julia Moody is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously held roles at Regions Bank, Cetera Investment Services, and 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 uses both discretionary and non-discretionary management approaches, leveraging third-party platforms and AI-enabled research tools to support investment decisions and manager selection.