Matthew Dyson is a financial advisor with Truist Advisory Services in Winchester, VA, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Highline Partners, and Cardinal Distributing. 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 supported by third-party platforms and AI-enabled research tools.

Matthew Masten is a CFP® with 28 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Investment Services, Bb&T Securities, Uvest Financial Services Group, and Merrill. Outside of his advisory role, he serves as Treasurer for 638 Brewing Company, a restaurant and brewing business in Winston-Salem, NC, where he reviews financials and participates in management activities. 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 manager selection through its AMC Advantage program, combining discretionary and non-discretionary strategies supported by integrated inter-affiliate operations.

Leslie Hetager is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked across various Truist and BB&T entities since 2001. Outside of her advisory role, she serves as Treasurer for the Equine Valor Program, a nonprofit that supports veterans with PTSD through equestrian therapy. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary strategies.

Michael Medinger is a CFA® charterholder with five years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. Medinger is based in Hunt Valley, MD. 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.

William Moniz Jr. is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at SunTrust Investment Services and PNC. Based in Orlando, FL, he has been with Truist and its affiliates since 2017. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration for its AMC Advantage manager-selection program.

Travis Bolton is a financial advisor with Truist Advisory Services in Allentown, PA, holding Series 63 and Series 66 registrations and bringing 19 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research tools.

Greg O'ryan Johnson is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Amazon.com. Outside of finance, he owns businesses involved in writing and publishing children's books, marketing private label vitamins and supplements, and maintaining an online news publication. 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 non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Yeh Pang is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked in various capacities at SunTrust and Truist firms since 2016. 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.

Preston Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 2 years of industry experience. His work history includes roles at Truist Investment Services and BB&T Scott & Stringfellow, as well as positions in real estate and the fitness industry. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting.

Elio Rey is a Series 66 licensed financial advisor with five years of industry experience, currently serving clients at Truist Advisory Services. His career includes roles at Truist Investment Services, Truist, Regions Bank, and Citibank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enhanced research and inter-affiliate resources.

James Soto is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes a decade of service with Suntrust Advisory Services, Inc. and its related entities. Truist Advisory Services offers investment consulting and advisory to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

John Hall Jr. is a financial advisor with Truist Advisory Services and holds a Series 65 designation. He has one year of industry experience and previously worked at Meadow Creek Wealth Advisors and Capstone Financial. Outside of advisory roles, Mr. Hall is licensed to sell insurance in Georgia and receives commissions on insurance product sales. 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 a combination of discretionary and non-discretionary strategies supported by advanced research tools and inter-affiliate integration.

Andrea Tallent is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of her advisory work, she is involved as a member and manager of The Tallent Group LLC, a logistics and transportation business. 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.

Darius Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cetera Investment Services, Raymond James Financial Services, and Wells Fargo Advisors. 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 and investment policy analysis, fiduciary support, and utilizes both discretionary manager relationships and non-discretionary consulting in its client services.

Vincent Moore is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2008. Outside of his advisory role, he plays bass guitar in a country music band called the Morgan Linsey Band. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm integrates discretionary and non-discretionary management solutions supported by AI-enabled research and maintains a distinctive inter-affiliate operating structure.

Grant Zauner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. 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, fiduciary support, and manager‑selection programs, using a combination of discretionary manager relationships and non‑discretionary consulting supported by third‑party platforms and AI-enabled research tools.

Kelly Cook is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wachovia Bank prior to joining Truist. Outside of her advisory work, she serves as a co-executor for an estate in Roanoke. 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 supported by third-party manager programs and AI-enhanced research.

Jeremy Collins is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and one year of industry experience. Prior to his current advisory role, he worked within Truist Investment Services and Truist Bank. Outside of finance, he is involved in the music industry as a managing member and recording artist for JACEE Music Group, LLC. 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 management approaches and utilizes third-party platforms for manager selection and due diligence.

Jason Brown is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and several other financial institutions. 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.

Chad Gerber is a CFP® with 27 years of industry experience currently with Truist Advisory Services. He has worked at Truist Investment Services and its predecessor firms since 2000. 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 manager relationships supported by third-party platforms and AI-enabled equity research.