Kristina Verna is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools to support its investment process.

George Hlavac is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Truist Investment Services, H&H Law, Lehigh Valley Lawn, and Penn State College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and integrated inter-affiliate resources.

Richard Lord Jr. is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2021. Prior to joining Truist, he worked at Bbtis and North Star Construction. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary strategies.

Dwayne Marsh is a financial advisor at Truist Advisory Services with 15 years of industry experience and a Series 66 designation. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held positions at Citizens Bank and Citizens Securities from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program. The firm combines discretionary and non‑discretionary strategies, using third‑party platforms and AI‑enhanced research tools to support investment decisions.

Timothy Mack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses, and has five years of industry experience. His prior roles include positions at Bank of America and Wells Fargo, covering both clearing and banking services. 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 a manager-selection program, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools.

Lori Roth is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 credential and has previously worked at Truist Bank for 11 years. Roth serves as a board member of Diakon Child, Family & Community Ministries, which provides services such as adoption, foster care, and behavioral health care. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across affiliated entities.

Douglas Leonzi is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several related firms including BB&T Securities and SunTrust Advisory Services. Outside of his advisory role, Leonzi serves on the board of the East Stroudsburg University Foundation and volunteers locally with the Andre Reed Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by a range of third-party platform and manager arrangements.

Calvin Herzer is a financial advisor with Truist Advisory Services and holds Series 65 and Series 63 licenses. He has four years of industry experience and has previously worked at Citizens Securities, Citizens Bank, and KeyBank. 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.

Travis Bolton is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at BB&T and its related entities since 2016, continuing through the firm's transition to Truist. 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 third-party platform arrangements and AI-enabled equity research tools.