Samson Orina is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup and JPMorgan. 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. The firm employs AI-enabled tools alongside traditional research to support investment decisions and maintains a high level of inter-affiliate integration in its client service model.

Michelle Seville is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and having 15 years of industry experience. Her career includes roles at Truist Advisory Services since 2021 and prior positions with Bb&T Securities and Bbtis. Outside of her advisory work, she serves as a lay minister and worship leader at The Tuscarora Lutheran Parish. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

William Gamble is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following five years at BB&T Securities, LLC. Outside of his advisory role, he is involved in thoroughbred horse racing as a member of JMM Stables. 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, and is noted for its inter-affiliate integration and comprehensive supervisory oversight.

Beverly Settle is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including eight years with Bb&T Securities and five years with Truist Advisory Services. 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 services such as asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting with support from AI-enabled research tools.

Matthew Johnson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at BB&T Securities, LLC since 2019 and has been with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2014. 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 management strategies. The firm integrates inter-affiliate resources and employs AI-enabled tools through its Equity Research team to support manager selection and investment oversight.

Timothy Akers is a financial advisor at Truist Advisory Services with Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He is based in Florence, Alabama. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a mix of discretionary and non-discretionary solutions, supported by third-party platform relationships and an AI-enabled equity research team.

Donald Bescher III is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at BB&T Securities, Bank of America, and Merrill. 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 third-party platforms and AI-enabled research tools.

Richard Walker is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at BB&T Securities, BB&T Investment Services, and Key Investment 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 with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Matthew Reed is a CFP® certificant with seven years of experience in financial advisory roles. He is currently with Truist Advisory Services and its affiliated entities, having previously worked at Edward Jones Investments and SunTrust-related firms. Reed is based in Atlanta, GA. 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 employs AI-enabled tools alongside traditional research to support its investment recommendations.

Naomi Tanabe is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and People’s United 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 and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program using both discretionary and non‑discretionary approaches, supported by third‑party platform and manager arrangements.

Matthew Dunckley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management approaches supported by third-party platforms and an AI-enabled research team.

Daniel Corcoran is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Truist, he worked at Wells Fargo Clearing for seven years and spent nearly a decade at SunTrust Investment Services and its advisory affiliates. 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 arrangements and AI-enabled research tools.

Paul Ullmann is a Series 66-licensed financial advisor at Truist Advisory Services with 25 years of industry experience. He has worked at Truist Advisory Services since 2016 and at Truist Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools for manager oversight.

Michael Rothman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at various firms affiliated with Citizens Bank since 2010 and joined 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 combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools alongside traditional analysis to support its investment approach.

Jonathan Fanning is a financial advisor with Truist Advisory Services in Norcross, GA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with SunTrust Advisory Services and SunTrust Investment Services from 2007 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 asset allocation, fiduciary support, and manager selection programs.

Arthur Faren is a CFP® and PFS™ credentialed advisor with 37 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, having previously worked at SunTrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by integrated inter-affiliate resources.

Jose Fincheltub is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Credit Suisse Securities, and Lehman Brothers. 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 AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Darren Parson is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Truist in 2023, Parson worked at Wells Fargo Clearing 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 and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.

Bridget Doane is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services and its predecessor firms since 2013. 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 and non-discretionary approaches, supplemented by AI-enabled equity research, and emphasizes inter-affiliate integration across its affiliated entities.

Matthew Malone is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Bank, BB&T Investments, 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. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and integrates services across its affiliated entities.