Kellie Carroll is a CFP® professional with 23 years of experience in the financial advisory industry. She currently serves at Truist Advisory Services and has prior experience with BB&T Securities, Wells Fargo Clearing, and BB&T Investment Services. 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 a manager-selection program utilizing both discretionary and non-discretionary strategies, supported by integrated inter-affiliate platforms and AI-enabled research tools.

Derrick Dawkins is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has two years of industry experience, including prior roles at Truist Investment Services and Truist Advisory Services. His background also includes work in various service and recreational roles prior to entering the financial industry. 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 third-party platforms and AI-enabled research tools.

Kristin Thomas is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at BB&T Securities from 2015 to 2021. Thomas joined Truist Advisory Services and Truist Investment Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform and manager arrangements, and integrates inter-affiliate services across Truist affiliates.

Edith Wartner is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 65 and Series 66 licenses and 14 years of industry experience. She has worked at SunTrust Advisory Services LLC and SunTrust Bank since 2016 and was previously with Uwharrie Investment Advisors, Inc. from 2012 to 2016. Outside of her advisory work, she is a partner in a family-owned Mexican restaurant. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary manager solutions, supported by AI-enabled research tools and integrated inter-affiliate services.

Brenda Seligmann is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior experience includes roles at BB&T Bank, BB&T Investments, and BB&T Securities. She serves as a board director for the Isle Vue Beach Homeowners Association. 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, fiduciary support, and manager selection through its AMC Advantage program, implementing advice via discretionary and non-discretionary arrangements supported by integrated affiliate resources.

Jonathan Landi is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Merrill and Wells Fargo Clearing 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 and non-discretionary consulting, supported by third-party platform providers and AI-enabled research tools.

Arthur Lawrence is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Truist-affiliated firms since 2016. Outside of his advisory role, he is involved in buying and selling retail gear related to office, den, and garage items, including signed sports memorabilia. 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 management through third-party platforms and manager arrangements.

Nia Murray is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation. Her background includes multiple roles at the University of Florida and Truist firms. 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 AI-enabled research tools and inter-affiliate resources.

Robin Graves is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, PNC Investments, and Bbtis before joining Truist. Graves is based in Charlotte, NC. 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 platform arrangements and AI-enabled tools for investment research and manager oversight.

Gregory Hudson is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, Merrill Lynch, and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Christopher Grainger is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Truist Advisory Services in 2025, he worked at Truist Bank, Wells Fargo, and TIAA-CREF. Truist Advisory Services offers 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 AI-enabled research tools, to deliver tailored investment solutions.

Laron Glenn is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Learning Services and Wells Fargo, as well as experience outside finance with Amazon, Papa John’s, and Bojangles. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its AMC Advantage manager-selection program and other investment solutions.

Anderson Stockard is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and other financial and non-financial organizations. 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, investment policy analysis, and the AMC Advantage manager‑selection program, implementing advice through discretionary and non‑discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Charles Widener is a CFP® with 26 years of experience in financial advising, currently serving at Truist Advisory Services since 2021. His prior roles include positions at PNC Investments, Mass Mutual Financial Group, and Oppenheimer. Widener serves on the Board of Directors for Opera Carolina, a local non-profit arts organization. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with AI-enabled research tools and emphasizes inter-affiliate integration in its service delivery.

Kathleen Hayes is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and its affiliated firms since 2013. Outside of her financial advisory role, she is the principal of Katie Hayes Photography LLC, where she photographs events, people, sports, and landscapes. 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, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Lena Poma is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at LPL Financial, Ally Invest Securities LLC, and Mass Mutual Investors Services. Outside of her advisory work, she has engaged in independent delivery services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform integrations and AI-enhanced equity research.

Timothy Mann Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at BB&T Securities before joining Truist in 2021. Mann serves as a volunteer treasurer and finance committee member for the nonprofit Let Me Run. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and an integrated inter-affiliate structure.

Kevin Loftin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Bank since 2018 and previously at Pj Robb Variable Corp and Crump Life Insurance Services. 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, combining discretionary and non-discretionary approaches supported by AI-enhanced equity research and inter-affiliate integration.

Michael Dautel is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Advisory Services since 2021, including prior roles at Truist Investment Services and BB&T Investment Services dating back to 2005. 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, utilizing a combination of discretionary manager relationships and non-discretionary consulting with oversight from its Equity Research team and Investment Advisory Group.

John Czura is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing Services LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools and inter-affiliate resources to support its investment and fiduciary services.