Kyle Fitzpatrick is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 13 years of industry experience. He has worked across various Truist entities, including Truist Investment Services and BB&T Securities. Fitzpatrick serves as a Lieutenant Commander in the United States Navy in a national security role. 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 strategies, leveraging third-party platforms and AI-enabled research tools, and integrates closely with affiliated broker-dealer and banking services.

Gregory Russo is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Truist, Russo worked at BB&T Securities and BB&T Investment Services. 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 third-party platforms to deliver its investment solutions.

Eduardo Navaza is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Santander Securities, Charles Schwab, TD Ameritrade, and SunTrust Investment 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 a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating model.

Jeffrey Roberts is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been with Truist Bank since 2008. Based in Chattanooga, TN, he is part of a large enterprise advisory firm with a broad range of capabilities. 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 both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Hal Newman is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Truist Advisory Services since 2016, including roles at Truist Investment Services and BB&T Securities. 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, combining discretionary and non-discretionary management with technology-supported research and inter-affiliate integration.

Roland Geronimo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Truist Investment Services since 2004 and joined Truist Advisory Services in 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms and manager relationships.

Ramona Burris is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Truist Advisory Services and its affiliated firms since 2012, including roles at BB&T Investments and BB&T Securities. Outside of her advisory work, she is a homeowner who manages a rental property. 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 manager relationships supported by third-party platforms and AI-enabled research tools.

Nicholas Griffiths is a CFP® certificant with 18 years of industry experience, currently serving at Truist Advisory Services. His career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T, PNC Wealth Management, Thrivent Investment Management, and Morgan Stanley. He serves as a board member of the Shamokin Area High School Football Alumni Association, providing guidance on resource allocation. Truist Advisory Services offers 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 AI-enabled research tools and a structured manager selection process.

Ana Hernandez is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2023. Her prior roles also include positions at RBI Alliances LLC and Choice Employer Solutions INC. 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, leveraging third-party platforms and AI-enabled tools to support its investment and manager-selection processes.

Andrew Stolnicki is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been affiliated with Truist Investment Services, Inc. since 2013. 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, and fiduciary support, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research tools.

Thomas Schauder is a CFP® with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include positions at Truist Wealth, Poterack Capital Advisory, and Capital Asset Advisory Services. Outside of his advisory work, he is the owner of a rental property in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Angela Holdsworth is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with Truist and its predecessor entities since 2017, including positions at BB&T and Truist Investment 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 combines discretionary and non-discretionary manager relationships, utilizes third-party platforms and AI-enabled research tools, and integrates services across its affiliated broker-dealer and bank.

Samuel Opoku Agyemang is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Truist Investment Services, PNC Investments, and The Vanguard Group. Outside of advising, he is a part owner of an online clothing store where he monitors sales and shipping. 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, and a manager-selection program that relies on discretionary and non-discretionary approaches, supplemented by AI-enabled research tools and inter-affiliate integration.

Sharon Mason is a financial advisor with Truist Advisory Services in Hunt Valley, MD, holding a Series 66 designation and seven years of industry experience. Her previous roles include positions at Truist Investment Services, Truist Bank, and PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and manager arrangements, supported by AI-enabled research tools and a dedicated Investment Advisory Group.

Kathy Kuczenski is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously at Bbtis and Lincoln County Schools. 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 platform arrangements and an Equity Research team that employs AI-enabled tools.

Hubert Lyle III is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes ten years at Transamerica Financial Advisors and roles at DLM Holding Group LLC and Harry Ken Properties, LLC. 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, fiduciary support, participant advice, and a manager‑selection program that integrates discretionary and non‑discretionary approaches supported by AI-enabled research tools.

Justin Gibson is a financial advisor with Truist Advisory Services based in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Bank of America, BB&T Securities, and Truist Investment Services. Outside of his advisory work, he is a partner in a family limited partnership used for estate planning purposes. 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 investment solutions.

Frank Fiore is a Chartered Financial Consultant (ChFC®) with 40 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held positions at Ameriprise Financial Services and Osaic FA, Inc. His current location is Palm Beach Gardens, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jamie Upton is a financial advisor with Truist Advisory Services in Dalton, GA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Truist, Jamie held various roles within BB&T and its affiliated entities from 2014 to 2021. Outside of advisory work, Jamie serves as an independent consultant for Scentsy, focusing on product sales to family and friends. 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 third-party platforms and AI-enabled research tools to support its investment approach.

Michael D'alessandro is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Truist Investment Services, SunTrust Investment Services, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary strategies and offers the AMC Advantage manager-selection program, supported by proprietary research and inter-affiliate integration.