Darrell Brown is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and has been affiliated with SunTrust Securities, Inc. since 1997. 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 platform arrangements and AI-enabled research tools, to deliver comprehensive investment solutions.

Jonathan Shaw is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked within the Truist organization since 2012, including roles at Truist Bank, Truist Investment Services, and Truist Advisory Services. Outside of his advisory work, Shaw serves as a director of the Abantika & Piyush Shah Foundation, which focuses on educational and medical support for disadvantaged communities in India. 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 with non-discretionary consulting and employs AI-enhanced research and inter-affiliate collaboration to support its investment programs.

Erin Powers Westendorf is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 18 years of industry experience. She has been with Truist Investment Services since 2008 and with Truist Advisory Services since 2016. 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.

Mark Taylor is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He has held various roles within SunTrust entities since 2007, including SunTrust Advisory Services and SunTrust Investment Services. 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 and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate arrangements that integrate broker-dealer and banking services.