Mark Mankbadi is a financial advisor with Truist Advisory Services in Winter Park, FL. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. His prior work experience includes positions at Truist Investment Services, Fifth Third Bank, Seaside Bank & Trust, Synovus Bank, and PNC Bank. 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, using a combination of discretionary and non-discretionary management supported by AI-enabled research and inter-affiliate integration.

Jose Lopera Guevara is a financial advisor with Truist Advisory Services, holding the ChFC® designation and Series 66 license, and has 18 years of industry experience. He has worked with Truist Advisory Services since 2021 and previously held positions at Bb&T Securities, LLC and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary management approaches and integrates technology and affiliate resources in its investment processes.

Francisco Fernandez Leon is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Truist Advisory Services and previously worked for Cetera Investment Services and Regions Bank. 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 that combines discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Gilbert Earle IV is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 credentials and 21 years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2022, he worked for First Clearing, Llc for 12 years. 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 utilizing a mix of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

John Langley is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding a Series 66 designation and 21 years of industry experience. He has worked within various Truist-affiliated entities since 2010, including Truist Investment Services and BB&T Investments. 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 approaches, integrates third-party managers, and uses AI-enabled tools to support investment research and manager selection.

Matthew Grasso is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Morgan Stanley Private Bank, N.A. for nine years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.

Kelly Whitlock is a financial advisor with Truist Advisory Services in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2016, following prior roles at Bb&T Securities. Outside of her advisory work, Whitlock serves as Co-Chair of Women for Leadership and Economic Development, a nonprofit focused on supporting women in business, and as a board member of Education Elevators, an organization dedicated to mentoring at-risk students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Maykel Barrios is a financial advisor with Truist Advisory Services in South Miami, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked extensively within the Wells Fargo affiliated firms from 2005 to 2024 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 offers asset allocation, investment policy analysis, fiduciary support, and uses a combination of discretionary manager relationships and non-discretionary consulting to implement advice.

Michael Coats is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at SunTrust Advisory Services and Banc of America Investment Services. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research tools and inter-affiliate integration.

Patrick Culhane is a CFP® professional at Truist Advisory Services with 11 years of industry experience. He has held various roles within the Truist enterprise and its predecessor firms since 2013. Outside of his advisory work, he is involved in ticket resale ventures as a partner and member of LLCs that sell event tickets online. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

William Sonnett is a CFP® professional with 39 years of industry experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2004. Outside of his advisory role, he assists with daily operations at a golf facility management company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plans, and charitable organizations, implementing advice through a blend of discretionary manager relationships and non-discretionary consulting supported by proprietary research and integrated inter-affiliate resources.

Christine Utter is a CFP® with 29 years of industry experience and is affiliated with Truist Advisory Services. She has been with SunTrust Advisory Services LLC since 2016 and with Suntrust Investment Services, Inc. since 1997. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Marion Pitts is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior experience includes roles at SunTrust Advisory Services, BB&T Securities, SunTrust Bank, and RBC Wealth Management. She serves as a board member for the Westhampton United Methodist Church Day School, which provides early childhood and elementary after-school care. Truist Advisory Services offers 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 AI-enabled research tools and inter-affiliate integration.

Victor Valentino Rodriguez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has been with Truist and its affiliated entities since 2015, including Bb&T Securities. Outside of advising, he is involved in real estate through ownership and management of several property-related ventures. Truist Advisory Services provides investment consulting and advisory solutions to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Azrealle Mcclain is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for TD Ameritrade for seven years before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and integrated inter-affiliate services.

Erin Rey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked with various Truist entities since 1995, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Tony Perry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been self-employed since 2009. 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 for investment oversight and manager selection.

Jeanna Blair is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes extensive tenure with Truist firms and their predecessors, spanning various roles in investment services and securities. 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 with non-discretionary consulting and employs AI-enabled research tools alongside traditional analysis to support its investment offerings.

Vicki Bertholomey is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 24 years of industry experience. Her career includes roles at Merrill, BB&T Securities, and A. G. Edwards & Sons, Inc. She is based in High Point, NC. 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 both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver its AMC Advantage manager-selection program.

Ashleigh Mckimmie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2014. 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 manager relationships and leveraging AI-enabled tools in its investment research and oversight processes.