Julian Collier is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has worked at Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. since 2015. 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, supported by an integrated platform and AI tools for research and oversight.

Shampa Bera is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 designations. She has 26 years of industry experience, including 10 years with Truist Advisory Services and over 20 years with Truist Investment Services. Outside of her advisory role, she owns a beach condo rental business in Ocean View, Delaware. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary investment approaches, supported by third-party manager platforms and AI-enabled equity research, with a focus on integrated inter-affiliate service arrangements.

Nicholas Menzies is a financial advisor with Truist Advisory Services in Lakeland, FL, holding a Series 66 designation and two years of industry experience. He previously worked at Ameriprise Financial Services and Edward Jones, and spent over a decade with Polk County Public Schools. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate services and utilizes AI-enabled tools for research and manager oversight.

George Davis is a financial advisor with Truist Advisory Services in Hunt Valley, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at various Truist-related entities since 2011, including Truist Investment 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, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools.

Daniel Pawlishyn is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2026, he worked five years at The Vanguard Group and also has experience with Curated and The Bucks Club. 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 to support its manager selection and investment oversight.

Raymond Peterson III is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 65 and Series 66 credentials and bringing 13 years of industry experience. He has worked across various Truist entities since 2019 and previously with Sterling Capital Management LLC. Peterson serves as a board member for North Carolina Adapted Sports, a nonprofit offering programs for athletes with physical disabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 integrated inter-affiliate services.

Zachary Cathey is a Series 66-licensed advisor with Truist Advisory Services in Atlanta, GA, and has 11 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and Invest Financial Corporation. 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 research tools alongside traditional methods to support its investment strategies.

Dustin Ainsworth is a financial advisor with Truist Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Truist, he worked four years at Sheffield Financial and has experience spanning roles in both finance and other industries. 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 a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Calvin Ward is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has held prior roles at SunTrust Investment Services, BB&T, and Wells Fargo Advisors. Outside of his advisory work, Ward serves on the boards of The Scholarship Academy and Voices for Georgia's Children, both nonprofit organizations focused on education and child advocacy. 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 and non-discretionary strategies and integrates third-party manager relationships supported by AI-enhanced research and supervisory oversight.

Paul Jones is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles at Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Bank of America, N.A. 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.

John Margeson Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, 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 proprietary research tools.

Frederic Berry III is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and possessing 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2010. 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 and manager arrangements.

Jesse Marroquin is a financial advisor with Truist Advisory Services in Dallas, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience, including prior roles at Charles Schwab & Co., Inc., Texas Capital Bank, and Valor Intelligence Processing. 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, utilizing third-party platforms and AI-enabled research tools to support its investment decisions.

Darren White is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust Advisory Services and SunTrust Bank since 2015. 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 and non-discretionary approaches and incorporates third-party platforms and AI-enabled research tools in its investment process.

Samuel Hylton is a CFP® designated financial advisor with over 32 years of industry experience. He currently serves at Truist Advisory Services and Truist Investment Services, having previously worked at Bb&T Securities, LLC and Scott & Stringfellow, Inc. Since 2018, Hylton has been a finance committee member for the Community Foundation of NC East, where he helps oversee the foundation's investment alignment with its policy statement. 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, supported by third-party platforms and in-house research teams, to deliver comprehensive investment solutions.

Vinay Kaul is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist and its predecessor firms since 2007. 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 non-discretionary consulting supported by third-party platforms.

James Mills Jr. is a CFP® credentialed advisor with 36 years of experience, currently with Truist Advisory Services. He has worked at SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2000. 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 manager-selection programs and advisory services.

Nikita Lodha is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been associated with SunTrust Bank and SunTrust Investment Services, Inc. since 2012. 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 manager arrangements. The firm integrates multiple affiliates to offer a range of services including the AMC Advantage manager-selection program and AI-enabled research tools.

Samantha Vassallo is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. She has worked with SunTrust Advisory Services and related entities since 2016. Vassallo serves on the Philanthropic Advisory Council for the Community Foundation for Palm Beach and Martin Counties, where she facilitates connections between philanthropists and nonprofit organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by AI-enabled research and integrated inter-affiliate service arrangements.

Michael Clemente is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at Citigroup Global Markets for 13 years before joining Truist in 2024. 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 platform and manager arrangements, to deliver tailored investment solutions.