Bryan Cram is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes extensive tenure at firms affiliated with Truist, including SunTrust and BB&T, as well as nearly 25 years at Scott & Stringfellow, Inc. 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 manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.

Steven Harris Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services since 2016 and previously at LPL Financial and Morgan Stanley & Co. LLC. Outside of his advisory role, he is president of Harris and Co. Investment Group LLC, a business managing a second home property used partly for rental purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a third-party manager selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and AI-enhanced equity research.

Connie Beerbohm is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with various SunTrust entities since 2013. Outside of her advisory role, she is involved as a Vice President and account signer in a family-owned business unrelated to investment advisory 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, supported by third-party platform and manager relationships, with an emphasis on integrating inter-affiliate services within its large enterprise structure.

Mary Davis is a financial advisor at Truist Advisory Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. Her prior work includes roles outside finance, such as at Tony Silvagni Surf School and Mecklenburg Park & Rec. 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 tools and inter-affiliate integration that includes affiliated broker-dealer and bank sweep features.

Jonathan Sarquis is a financial advisor at Truist Advisory Services with 14 years of industry experience. He has been with Truist Advisory Services since 2016 and has also worked at Truist Investment Services, Inc. since 2011. Sarquis holds the Series 66 designation and is based in Tampa, FL. 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 third-party platform and manager arrangements, to deliver its investment solutions.

Kenneth Persson is a financial advisor at Truist Advisory Services with a Series 66 credential. He has been in the industry since 2026, with prior experience at Truist Bank and other financial institutions. His background also includes work in the automotive collision repair sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Alicia Simpson is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds a Series 66 designation and has worked at various Truist-affiliated firms since 2005, including BB&T Investments and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, 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 services.

Stephen Kelly is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Truist Advisory Services and related entities since 2003, with prior experience at Raymond James Financial Services. Outside of advisory work, he is involved in real estate investments focused on cash flow properties. 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 combination of discretionary and non-discretionary approaches, utilizing third-party platforms and manager selection programs to support its clients.

Gray Guy is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. 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 approaches along with AI-enabled research tools to support manager selection and investment oversight.

Jonathan Miles is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with SunTrust Investment Services since 2016. Outside of his advisory role, he is a Stewardship Education Coach at Milestones Wealth & Wellness Institute LLC, a faith-based financial literacy organization focused on educating underserved and minority communities about stewardship and financial decision-making. He is also authoring a book on stewardship, faith, and empowerment. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non‑discretionary manager relationships supported by third‑party platforms and AI-enabled research tools.

Sukja Kim is a Certified Financial Planner (CFP®) with over 31 years of experience in the financial services industry. She has worked with Truist Advisory Services since 2021, following extensive tenure at BB&T-affiliated firms dating back to 2009. Outside of her advisory role, she co-owns and manages a rental condominium with her sister. 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 consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Jonathan Crockett is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Winston-Salem, NC. He has been with Truist Investment Services since 2019 and previously worked at BB&T/Truist from 2014 to 2021. 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 investment process.

Dennis Parker Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes over two decades with SunTrust Investment Services and its successors before joining Truist Advisory Services in 2021. Outside of his advisory work, he is a member of a multi-member LLC that owns a single-family rental property and serves on the Stewardship Team at Southside Church, overseeing financial matters for the organization. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platforms to support their investment solutions.

Gabriel Adams is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist since 2012. 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 and non-discretionary manager arrangements and uses AI-enabled research tools to support investment decisions.

Dhilsha Athulathmudali is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to joining Truist, her career included roles at Bank of America and Sarvodaya Finance. 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 and non-discretionary management approaches supported by inter-affiliate integration and employs AI-enabled tools in its research and oversight processes.

Amanda Brotherton Hubbard is a financial advisor with Truist Advisory Services, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with SunTrust-affiliated entities since 2015, including Truist Advisory Services 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Thomas Wellborn is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Investment Services since 1997 and at Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches and utilizes AI-enabled research tools alongside inter-affiliate integration within the Truist network.

Carmen Woodson is a financial advisor at Truist Advisory Services with one year of industry experience. She holds Series 63 and Series 66 licenses and has worked within the Truist organization since 2010, including roles at Truist Bank and Truist 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, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Brett Deavenport is a Series 66-licensed financial advisor with Truist Advisory Services and has two years of industry experience. He previously worked at Truist Bank for nine years. Outside of advising, he is involved in managing residential rental properties in Pensacola, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a blend of discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Sheila Powers is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist and its affiliated firms since 2010, including Bb&T Securities and Truist 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, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.