Cecilia Mavico is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Truist Securities, Truist Investmentservices, LPL Financial, and Robinhood. She also serves as an adjunct professor at UNC School of Law, co-teaching a class on Financial Services Compliance. 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 manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Namaine Coombs is a CFA® charterholder with over two years of industry experience. He is currently an advisor at Truist Advisory Services and previously held roles at Bank of America and Wells Fargo, where he worked for 24 years. Outside of financial advising, Coombs is the CEO of Unleashed Success, LLC, a life-coaching and book publishing company focused on addressing limiting subconscious beliefs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform and manager relationships.

Margaret Sattler is a financial advisor at Truist Advisory Services with Series 63 and Series 65 licenses and four years of industry experience. She has held various roles within Truist and its affiliated entities since 2021 and has prior experience at Capital City Financial Partners, E.W. Scripps Company, and Barre3. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary manager relationships, leveraging third-party platforms and AI-enabled research tools to support investment decisions.

Rhondale Haywood is a CFP® and CFA® with three years of industry experience, currently advising at Truist Advisory Services in Charlotte, NC. Prior to joining Truist, he worked at Bank of America for five years and PNC Bank for twelve years. He serves on the investment committee of the Foundation For The Carolinas, where he participates in asset allocation and strategy oversight. 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 combines discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Patrick Long is a financial advisor with Truist Advisory Services based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including roles at Wells Fargo Clearing and UBS Financial Services. He serves as a co-trustee for family trusts related to personal clients, overseeing non-investment fiduciary responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager arrangements supported by third-party platforms and AI-enabled research tools.

Bradley Cooke is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Prior to joining Truist, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for a combined 16 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Stephen Hudzik Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with SunTrust Advisory Services since 2013. Outside of his advisory work, Hudzik owns a vacation rental property on Bald Head Island. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 equity research.

Jennifer Hamlin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at MassMutual, Park Avenue Securities, Guardian Life Insurance Company, and MetLife Securities. Outside of her advisory work, she has ownership in a real estate venture with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Dorrien 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. His prior work includes roles at Truist Investment Services and Truist Advisory Services, as well as experience with KW Beverage and Harrington Landscapes. 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 through its AMC Advantage program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Martiara Boyd is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has worked at various organizations including Truist Investment Services and the Society for Financial Education and Professional Development. Outside of finance, she is the owner of MB LUXE EVENTS, a business focused on event decorating. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a mix of discretionary manager relationships and non-discretionary consulting supplemented by AI-enabled research tools.

Michael Hoffmann is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Truist Advisory Services, where he has worked since 2018 following previous roles at Suntrust Robinson Humphrey. Hoffmann holds the Series 63 license and 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 employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integrations, to deliver customized investment solutions.

Brent Martin is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds a Series 63 designation and has worked across various Truist and BB&T entities since 2009. Martin serves as a board member for Roof Above, a nonprofit addressing homelessness in Charlotte, NC, where he participates in general board oversight and monthly volunteering. Truist Advisory Services provides 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.

Robert Hoyla is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank. 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 platform arrangements.

Ashley Schuster is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and 16 years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, LLC, and BB&T Investment Services, Inc. since 2016. 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 and non-discretionary consulting, supplemented by AI-enabled equity research and integrated inter-affiliate support to deliver its investment solutions.

Benjamin Thomas is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 66 licenses and has six years of industry experience, including time at Wells Fargo Clearing Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary and non‑discretionary solutions supported by an Equity Research team and AI-enabled tools.

Caroline Thomas is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses. Her background includes roles at Truist Advisory Services and Truist Investment Services, as well as experience outside the financial sector with organizations such as WPS Health Solutions and the University of South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

Latonya Woodruff is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked within various divisions of Truist since 2014, including Truist Investment Services and SunTrust/Truist Bank. 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, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third‑party platform arrangements and AI-enabled research tools.

Michael Dimitri is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing and B. Riley Wealth Advisors. Dimitri also serves as a non-public arbitrator for FINRA dispute resolution. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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.

Daniel Henao Ararat is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at The Vanguard Group and City of Mauldin. Outside of financial services, he has worked part-time in valet and parking services for special events. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager arrangements supported by AI-enabled equity research and integrated inter-affiliate platforms.

Jason Mertz is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation advice, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.