Jannah Keyes is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has worked at Truist Investment Services since 2021 and previously spent six years at BB&T-affiliated firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and manager due diligence, to deliver a range of investment solutions.

Joshua Howard is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and has prior work experience at Truist Investment Services, Neiman Marcus Group, Burberry, and Bank of America. Outside of finance, he worked briefly in the entertainment sector at High Seas Miniature Golf. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs 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 and fiduciary support.

Janet Fisher is a financial advisor at Truist Advisory Services with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory work, she serves on the board of the Charlotte Tennis Association, organizing local youth and adult tennis tournaments. 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 AI-enabled research tools and integrated inter-affiliate service arrangements.

Susan Imel is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Merrill and BB&T Securities prior to joining Truist. Outside of advising, she occasionally serves as a notary public in Mecklenburg County. 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, and fiduciary support, implementing advice through discretionary manager relationships and consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Willie Stokes is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at TIAA-CREF, Innovation Partners LLC, and Mass Mutual Investors Services. 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 AI-enabled tools in its research process.

John Demere Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at OSAIC and Southern Financial Consultants. 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 implemented through a combination of discretionary and non-discretionary approaches.

Rebecca Sorohan is a CFP® with eight years of industry experience, currently advising at Truist Advisory Services in Charlotte, NC. She has worked at Truist Investment Services and Truist Advisory Services since 2022 and previously spent four years at The Vanguard Group. Prior to her financial services career, she was employed at the University of Georgia Veterinary Teaching Hospital and University of Georgia. 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 with non-discretionary consulting and uses AI-enabled research tools to support its investment process.

Lashanda Manson is a financial advisor at Truist Advisory Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she also participates in Amazon Flex as a delivery driver. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a range of discretionary and non-discretionary investment management solutions supported by AI-enabled research tools and inter-affiliate integration.

Julia Dorer is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services LLC and Realpage, Inc. Outside of her advisory work, she assists with administrative functions in a residential real estate business. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, corporations, retirement plans, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integrations.

Scott Anderson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked at several related entities within the Truist organization since 2015, including Truist Investment Services, Inc. and BB&T Securities, LLC. 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 and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that blends discretionary and non-discretionary consulting, supported by inter-affiliate integration and AI-enabled research tools.

Stephen Selby is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Truist Advisory Services and has held roles at several firms including Avantax and Cetera. Outside of his advisory work, he has a direct personal investment in whiskey barrels through Vinovest/Whiskeyvest. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment processes.

Samuel Madden is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior work includes six years at Wells Fargo Clearing before joining Truist. Outside of advising, he is involved in book publishing as CEO of Yellow Bee Publishing, LLC, and serves as president of a food catering company, Yellow Bee, LLC. 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, and a manager-selection program implemented through both discretionary and non-discretionary arrangements, supported by AI-enabled equity research and multi-affiliate integration.

Andrew Fisher is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Clearing and UBS Financial Services prior to joining Truist in 2023. 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 non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Grant Emme is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Truist Bank and GreerWalker LLP. 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 supplemented by AI-enabled research tools.

John Rhyne Jr. is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Truist and its predecessor firms since 2011. 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 investment solutions.

Charis Jones is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley, LPL Financial, Hightower Advisors, and Stratos Wealth Partners. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Arthur Goins is a CFP® with 20 years of industry experience, currently serving at Truist Advisory Services. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Robert Miles is a Series 66-licensed financial advisor with Truist Advisory Services, based in Charlotte, NC, and has five years of industry experience. Prior to joining Truist Advisory Services in 2022, he worked at Wells Fargo Clearing Services from 2007 to 2022. Outside of his advisory role, Miles is a faculty member for the American Bankers Association and provides individual communication and behavioral coaching through his private coaching business. Truist Advisory Services offers 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 and extensive inter-affiliate collaboration.

Jason Sykes is a CFP® professional with 18 years of experience in the financial services industry. He has worked at SunTrust Advisory Services, Inc. and SunTrust Bank since 2011 and joined Truist Advisory Services following the merger. Outside of his advisory role, he serves as a board member for the Campbell University Trust Education Foundation and the Temassee Foundation, and manages an investment vehicle focused on international agricultural projects. Additionally, he is involved with the McGlohon Endowment as a singer. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 integrates discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Rebecca Kishbaugh is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and BB&T Securities. Outside of her advisory role, she manages a vacation rental property in Boone, North Carolina. 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 implemented through a combination of discretionary and non-discretionary strategies.