Shawn Schwarz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019 and also has a concurrent affiliation with the University of Tennessee Chattanooga since the same year. Prior to joining Truist, he worked at SunTrust and held roles at the Bank of Nova Scotia and ABC Christian Book Store. 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 employs a combination of discretionary and non-discretionary management and integrates multiple inter-affiliate resources to support its AMC Advantage manager-selection program.

Altagracia Pastor is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 1999. 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 to administer its AMC Advantage program and manage ongoing due diligence.

Jacob Garrou is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Truist Advisory Services and previously held roles at Truist Investment Services, Truist Bank, and First State Bank of the Florida Keys. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including 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.

Paula Coelho is a financial advisor at Truist Advisory Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Deutsche Bank Securities Inc. for ten years and Wells Fargo Bank and Wells Fargo Clearing for one year each. 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 the AMC Advantage manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Amanda Harms is a CFP® designated advisor with Truist Advisory Services in Atlanta, GA. She has been with Truist since 2014, holding various roles within Truist Bank and its related entities. Harms holds the Series 63 license and has one year of advisory experience. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Gabriel Rodriguez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at PNC Investments and PNC Private Bank/PNC Wealth Management prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Rolando Martinez is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked across several SunTrust entities since 2013. 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 advanced research and inter-affiliate integration.

Randy Stark is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes roles at BB&T Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He has been with Truist since 2017, including the firm’s earlier and current iterations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages the AMC Advantage program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced equity research.

Jonathan Lloyd is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing, among other roles. Outside of his advisory work, he participates as a paid plasma donor contributing to the development of life-saving medical applications. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies supported by AI-enabled research tools and inter-affiliate resources.

Dana Merritt is a financial advisor with Truist Advisory Services in Buford, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Jonathan Edwards is a CFA® charterholder with seven years of experience in the financial industry. He has worked at Truist Advisory Services since 2019, following prior roles at First Tennessee Bank N.A. He is based in Memphis, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools and inter-affiliate integration features.

Lissett Johnson is a financial advisor at Truist Advisory Services with a Series 66 designation and four years of industry experience. She has held roles within various Truist entities since 2019 and previously worked at M&T Securities and M&T Bank from 2014 to 2019. 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.

Steven Kornicker is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 26 years of industry experience. His prior work includes roles at Scott & Stringfellow, Inc. and Bb&T Securities, LLC. He has been with Truist Advisory Services since 2021. Truist Advisory Services offers 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 research tools.

Jacob Hermans is a CFP® professional with 16 years of industry experience, currently serving at Truist Advisory Services. His career includes prior roles at Morgan Keegan & Company, LLC and Morgan Stanley DW Inc., as well as extended tenure with SunTrust Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Todd Thompson is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its predecessor firms since 2009, as well as Wells Fargo Clearing from 2006 to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm integrates discretionary and non-discretionary strategies and employs AI-enabled research tools alongside traditional methods to support client portfolios.

David Kaye is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 21 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021, following previous roles at 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, using a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager due diligence.

Anibal Alvarado is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, and Citigroup. 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 AI-enabled research tools.

Jamie Hudgins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Truist Advisory Services since 2003 and also has experience with Truist Investment Services from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program that integrates third-party managers through a combination of discretionary and non-discretionary approaches.

Robert Metz is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Based in Charleston, WV, he has been with Truist Advisory Services since 2021. 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, to deliver its AMC Advantage manager-selection program.

Robert Sheppard is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at Truist Investment Services and Truist Bank. Outside of finance, he owns and operates Basil and Bunz Ventures LLC, a custom woodworking, furniture, and laser engraving business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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.