Lawrence Kaplow is a financial advisor with Truist Advisory Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A., spanning over a decade before joining SunTrust Advisory Services in 2017. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated entities.

Justin Harmon is a financial advisor with Truist Advisory Services in New York, NY, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at Randstad and Xchange Leasing before joining Truist Advisory Services and Truist Investment Services in 2021. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and around $67.7 billion in assets under management. The firm serves individual, corporate, retirement plan, and charitable clients through a combination of discretionary and non-discretionary investment solutions, utilizing model portfolios, third-party managers, and advisor-led asset allocation.

Joshua Gelber is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Truist Advisory Services and has prior experience at City National Bank and PNC Investments. Gelber holds the Series 66 designation. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Mohan Badgujar is a financial advisor at Truist Advisory Services in New York, NY, holding Series 65 and Series 66 licenses with 17 years of industry experience. He previously worked at Merrill Lynch from 2005 to 2017 before joining Suntrust Advisory Services, Inc., now part of Truist, in 2017. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, participants, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by proprietary research and a range of plan governance and due diligence services.

Tyler Tanen is a financial advisor with Truist Advisory Services in New York, NY, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Truist Securities, Inc. and the University of Rochester. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, participants, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and third-party platforms.

Jonathan Cohen is a financial advisor with Truist Advisory Services in New York, NY, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His prior work includes roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. before joining Suntrust Advisory Services, now part of Truist, in 2020. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and manages around $67.7 billion in its AMC programs. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Erik Tozzi is a financial advisor with Truist Advisory Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Securities. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering a range of investment consulting and plan services through both discretionary and non-discretionary solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation.

Kuron Harris is a financial advisor with Truist Advisory Services in New York, NY. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Truist Advisory Services in 2022, he worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA from 2008 to 2022. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that utilize model portfolios, third-party managers, and advisor-led asset allocation.

Spencer Boggess is a financial advisor with Truist Advisory Services in New York, NY, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Genspring Family Offices, LLC and Suntrust Advisory Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Alyssa Goldstein is a financial advisor with Truist Advisory Services in New York, NY, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Truist Investment Services, Esquire Bank, CitiGroup, and Wells Fargo. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Douglas Dalmedo is a financial advisor with Truist Advisory Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He has been with Truist since 2022. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Walter Thomas is a financial advisor with Truist Advisory Services in New York, NY, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Wells Fargo Bank, Wells Fargo Clearing Services, and City National Bank. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Jeffrey Herman is a financial advisor with Truist Advisory Services holding a Series 66 designation. He is based in New York, NY. No additional prior career or outside activities information is provided. Truist Advisory Services, Inc. offers investment consulting, retirement plan services, and the AMC Advantage managed-account program to individual, corporate, charitable, and institutional clients. The firm’s advisory model focuses on asset allocation advice, manager selection support, and ongoing monitoring, utilizing both discretionary and non-discretionary services through platforms such as Envestnet.

Leonard Lebov is a financial advisor with Truist Advisory Services in New York, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Truist Advisory Services since 2018 and previously served as an independent consultant and at Lone Peak Partners Management LP. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions, utilizing model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across its affiliated channels.

Robert Zimmerman is a CFA® charterholder with nine years of industry experience. He has worked at Truist Advisory Services since 2017 and previously spent nine years at Bank of America. Outside of his advisory work, he owns a condominium rental property. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation.

Linda Guella is a financial advisor with Truist Advisory Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at SunTrust Advisory Services and SunTrust Bank since 2019 and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she assists in managing a single rental property. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions through model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated entities.

Nicholas Davy is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust Advisory Services, SunTrust Investment Services, and HSBC Bank USA and its securities division. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Haley Signorini is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 65 designation and has worked at Truist Advisory Services since 2019, following prior roles at SunTrust Banks. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Scott Walker is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Wells Fargo Bank, Wells Fargo Clearing Services, and City National Bank. Outside of his advisory work, he co-owns a rental property with his spouse. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and monitoring.