Pratt Phillips IV is a CFP® with 26 years of industry experience, currently advising at Truist Advisory Services in Alpharetta, GA. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment offerings.

Diane Maldonado is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at SunTrust Investment Services from 2006 to 2021 and continued service with Truist Investment Services since 2021. 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 AI-enabled research tools and inter-affiliate integration across investment and custody services.

Christopher Pierce is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and its predecessor SunTrust Advisory Services since 2015. 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 third-party platforms and AI-enabled research tools.

Sylvia Crow is a financial advisor at Truist Advisory Services in Alpharetta, GA, with three years of industry experience. She holds the Series 66 and Series 63 designations and previously spent 17 years with BB&T before its integration into Truist. 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 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.

David Mays is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following previous roles at SunTrust Advisory Services and related entities. 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, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Edward Freeman is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2018. Freeman also serves in the GA Army National Guard, with a service record spanning over three decades. Outside of advisory work, he has held a position as a service associate at Kroger since 1983. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and tools, to deliver portfolio management and fiduciary support.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2014, including SunTrust Advisory Services prior to its transition to Truist. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. 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, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Chad Cunningham is a Series 66-licensed financial advisor with eight years of industry experience, currently with Truist Advisory Services in Alpharetta, GA. Prior to joining Truist in 2026, he worked at Merrill for 27 years. 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 analysis, plan sponsor fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by extensive inter-affiliate integration.

Matthew Lubert is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Goldman Sachs Ayco, Berman Capital Advisors, and Forge Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by AI-enabled research tools.

Todd Gauthier is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including ten years at SunTrust Advisory Services and 17 years with SunTrust Investment Services, Inc. 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 analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Nicole Robinson is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*Trade Securities LLC. Outside of her advisory role, Robinson is the founder and CEO of two small businesses: Cole'd Designs, a clothing brand specializing in hand-sewn garments, and Shea'd LLC, which offers homemade, all-natural skincare products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and manager arrangements, supplemented by AI-enabled research, to support client portfolios.

John Buchanan is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 38 years of experience in the industry, including long tenures at SunTrust Advisory Services and Truist Investment Services. His current role at Truist Advisory Services began in 2021. 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, participant advice, and a manager-selection program, combining discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Britain Pierce is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes over two decades at SunTrust Securities, Inc. and affiliated entities. 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, supported by third-party platform arrangements and AI-enabled research tools, to deliver portfolio management and fiduciary services.

Holly Duncan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and its predecessor entities since 2003. Holly also serves as a trustee for a family irrevocable trust created to hold life insurance and real estate. 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, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by inter-affiliate resources.

Michael Breed is a financial advisor with Truist Advisory Services based in Alpharetta, GA. He holds a Series 63 designation and has 34 years of industry experience. His career includes over a decade at SunTrust Advisory Services and SunTrust Investment Services, Inc. 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, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Karen Wintering is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked within the Truist organization and its predecessors since 2008. 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, participant advice, and a manager-selection program that combines discretionary and non-discretionary management through third-party relationships.

Richard Austin is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at Merrill and Wells Fargo, as well as extensive tenure with various SunTrust entities. 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 AI-enabled research tools and an integrated inter-affiliate operating model.

Donette Corley is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2015. 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, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and an integrated inter-affiliate structure.

Genesis Santos Pichardo is a financial advisor at Truist Advisory Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Truist Investment Services in 2023, he held positions at several firms including Randstad and Estee Lauder Companies Beauty LLC. 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 services.