Patrick Fitzpatrick is a financial advisor with Truist Advisory Services in Brooksville, Florida, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been affiliated with SunTrust entities since 2013, including roles at SunTrust Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Joseph Di Vincenzo is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and previously worked with USAA Financial Advisors. Di Vincenzo operates out of Brooksville, Florida. 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 access to third-party manager programs, combining discretionary and non-discretionary approaches with integrated inter-affiliate resources.

Chad Rowland is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust entities since 2015, including roles at Suntrust Investment Services and Suntrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

Daniel Sullivan is a CFP® professional with 30 years of experience in the financial advisory industry. He has been associated with Truist Advisory Services and Truist Investment Services since 2016. Based in Brooksville, FL, Sullivan holds Series 63 and Series 65 licenses. 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, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

Erin Rey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked with various Truist entities since 1995, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business 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 extensive inter-affiliate integration.