Gregory Meadows is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Citigroup Global Markets, and BB&T Securities. Meadows is based in Charleston, WV. 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, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Ryan Pickard is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with Truist and its affiliated entities since 2016, including Truist Investment Services and BB&T. Outside of his advisory role, Pickard serves as a board member of Hope for Appalachia, an addiction recovery organization for women and children, and as the Orientation Chair for the Rotary Club of Charleston, WV. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary management supported by AI-enabled equity research and multi-affiliate resources.

Brett Staples is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at BB&T Securities and J.P. Morgan Securities. Outside of his advisory role, he is vice president and instructor at an indoor cycling company and serves on the boards of the Fund for the Arts and the Education Alliance of West Virginia. 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 advanced research and inter-affiliate integration.

Lori Mcguire is a financial advisor at Truist Advisory Services with the ChFC® designation and a Series 63 license. She has four years of industry experience and previously worked at Bb&T Wealth for seven years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Matthew Hale is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Truist and its predecessor firms since 2018, with prior experience at JJB Hilliard W.L. Lyons LLC. Outside of his advisory role, Hale volunteers as a church pianist on Sundays and occasionally receives compensation for special events. 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 an AI-enabled equity research team.

Jane Carpenter is a financial advisor with Truist Advisory Services in Charleston, WV, holding Series 63, 65, and 66 licenses and totaling 38 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, Bb&T Securities, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm employs a combination of discretionary and non-discretionary approaches and uses AI-enabled tools in its research, with a notable integration across affiliated entities.

Dorothy Crouch is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 22 years of industry experience. She has worked with Truist Investment Services since 2019 and was previously associated with Bb&T Securities starting in 2014. 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, investment policy analysis, plan sponsor fiduciary support, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

Leslie Wilkerson is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds the Series 66 designation and has previously worked at BB&T Securities, LLC prior to joining Truist in 2021. Wilkerson serves as president of the East End Community Association, where she organizes local events and community maintenance activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and consulting, supported by third-party platforms and AI-enabled research, to deliver a range of investment solutions.

John Barry is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at BB&T Securities and various BB&T asset management and investment advisory affiliates. Outside of his advisory work, he serves as the head coach for the girls lacrosse team at Capital High School in Charleston, WV. 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, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Jennifer Ware is a financial advisor with Truist Advisory Services in Charleston, WV, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at BB&T Wealth and Truist Wealth, with continuous involvement in Truist-affiliated firms since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and an AI-enhanced Equity Research team.

Lee Ginther is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes roles at Truist Advisory Services since 2021, as well as prior experience at Bb&T Securities and Scott & Stringfellow, Inc. 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, leveraging third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

David Kirby is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following prior roles at BB&T Securities and JJB Hilliard W.L. Lyons LLC. Outside of his advisory work, Kirby serves on the boards of several nonprofit organizations, including Concord University Foundation and Carnegie Hall Foundation, where he is secretary/treasurer. 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 utilizes AI-enabled tools and inter-affiliate resources to support manager selection and oversight.

Sharin Akhtar is a financial advisor with Truist Advisory Services who holds the Series 66 credential and has 27 years of industry experience. Prior to joining Truist Advisory Services in 2021, Akhtar worked at BB&T Investment Services, Inc. and BB&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Robert Metz is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Based in Charleston, WV, he has been with Truist Advisory Services since 2021. 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 AMC Advantage manager-selection program.

Caylen Baire is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. He has previously worked within Truist Investment Services and Truist Bank, as well as at Lacas Theraies. 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 uses third-party platform arrangements, including AI-enabled research tools, to support investment decisions.

David Houchins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes positions at Truist Investment Services, SunTrust Bank, and Scott & Stringfellow, Inc. He serves on the board of the South Charleston Economic Development Authority and is on the board of directors of TMC Technologies. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs supported by third-party platform partnerships.