Michael Bish is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following roles at BB&T Securities, Merrill Lynch, and Bank of America. Bish holds Series 63 and Series 65 licenses. 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 AI-enabled research tools and an interaffiliate structure involving affiliated broker-dealer and banking entities.

Charles Beal is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Truist Advisory Services since 2016, having previously worked at SunTrust Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Thomas Ennis is a CERTIFIED FINANCIAL PLANNER™ certificant with nine years of industry experience. He is currently an advisor at Truist Advisory Services and has previously worked at UBS Financial Services and Wileybros Aintree Capital LLC. Ennis is based in Nashville, TN. 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.

Robin Fernandez is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Mutual of America Financial Group, Merrill, and Fidelity Brokerage Services. 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 platforms and AI-enabled research tools.

Pamela Hyde is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 licenses. She has 11 years of industry experience, including nine years with SunTrust Investment Services and SunTrust Advisory Services. Outside of her advisory role, she serves as Secretary/Treasurer for the Orangewood Shores homeowners association. 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 a research team that uses AI-enabled tools, to deliver tailored investment solutions.

Matthew Woodhouse is a financial advisor at Truist Advisory Services with 11 years of industry experience. He has held positions at Truist Investment Services and Valic Financial Advisors. Woodhouse holds Series 63 and Series 65 licenses. 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 and employs AI-enabled tools in its research and manager selection processes.

Colleen Mccaffery is a financial advisor with Truist Advisory Services based in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

David Murphy is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2018, including roles at BB&T Investments and BB&T Securities prior to the formation of Truist. 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 manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment processes.

Charles Conner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been affiliated with SunTrust Investment Services, Inc. and SunTrust Bank since 2014. 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 and integrates third-party managers and AI-enabled research tools to support its investment strategies.

Jared Ganzert is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Truist Bank from 2021 to 2025. Prior to his financial services career, Jared had roles outside the industry, including at TIMS Rivershore Restaurant and Therapy and Life Counseling, LLC. 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 a manager-selection program that combines discretionary and non-discretionary strategies supported by technology and inter-affiliate integration.

Karleienny Medina Sojo is a financial advisor with Truist Advisory Services in St. Augustine, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked with Truist Investment Services and Vystar Credit Union, among other firms. Outside of her advisory role, she is president of D&K Markets LLC, an online clothing resale business operating on eBay. 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 supported by third-party platforms and AI-enabled research tools.

Erin Despres is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 12 years of industry experience. Her career includes roles at Wells Fargo Advisors and SunTrust Investment Services prior to Truist. Outside of her advisory work, she is a sales consultant for nutritional supplements and environmentally friendly cleaning products. Truist Advisory Services offers 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 integrates AI-enabled equity research, serving clients through a multi-affiliate platform.

Andrew Mill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Truist Advisory Services and affiliated firms since 2016, including Bb&T Securities and TRUIST INVESTMENT SERVICES, INC. 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 equity research tools.

Keith O'Brien is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at firms such as LPL Financial, Raymond James Financial Services, and UBS Financial Services. 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 and non-discretionary approaches supported by third-party platforms and manager arrangements.

Vance Anderson is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes positions at BB&T Securities and Bernard Robinson & Co, as well as two years at Campbell University. He also serves as an adjunct instructor in accounting at Wake Technical Community College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Kenneth Brown is a Series 66 licensed financial advisor with 24 years of industry experience, currently affiliated with Truist Advisory Services. He has been with various Truist entities since 2012, including Truist Investment Services and Truist Advisory 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 a manager-selection program that incorporates discretionary and non-discretionary strategies supported by AI-enabled research tools and inter-affiliate integration.

Justin Perez is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and is based in Richmond, VA. His prior work experience includes roles at Truist Investment Services, Professional Recruiting International, and Pepsico. 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 AI-enabled research tools.

Marc Tendler is a financial advisor with Truist Advisory Services based in Miami, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at BB&T Securities from 2013 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements, and offers specialized support such as the AMC Advantage manager-selection program.

Justin Harmon is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at various Truist entities since 2021 and previously held positions at Randstad and Xchange Leasing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools, with a focus on inter-affiliate integration.

Christopher Voegelin is a CFP®-certified financial advisor with 11 years of industry experience, currently working at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2014. Voegelin serves as a board member of Richmond Christian School, a K-12 private nonprofit institution, where he is involved in budgeting, policy development, and oversight of school administration. 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, investment policy analysis, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches, supported by integrated third-party platforms and AI-enabled research tools.