Matthew Johnson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at BB&T Securities, LLC since 2019 and has been with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2014. 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 strategies. The firm integrates inter-affiliate resources and employs AI-enabled tools through its Equity Research team to support manager selection and investment oversight.

Harry Koutroumanis is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CMI Packaging and Ruffalo Noel Levitz. Outside of his advisory role, he serves as a director of the Hellenic Performing Arts Foundation, which supports traditional Greek and Cypriot performing arts. 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 alongside third-party platforms and manager relationships.

Jeanna Blair is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes extensive tenure with Truist firms and their predecessors, spanning various roles in investment services and securities. 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 employs AI-enabled research tools alongside traditional analysis to support its investment offerings.

Ramona Burris is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Truist Advisory Services and its affiliated firms since 2012, including roles at BB&T Investments and BB&T Securities. Outside of her advisory work, she is a homeowner who manages a rental property. 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 manager relationships supported by third-party platforms and AI-enabled research tools.

Thomas Schauder is a CFP® with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include positions at Truist Wealth, Poterack Capital Advisory, and Capital Asset Advisory Services. Outside of his advisory work, he is the owner of a rental property in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Samuel Opoku Agyemang is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Truist Investment Services, PNC Investments, and The Vanguard Group. Outside of advising, he is a part owner of an online clothing store where he monitors sales and shipping. 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 a manager-selection program that relies on discretionary and non-discretionary approaches, supplemented by AI-enabled research tools and inter-affiliate integration.

Dennis Riegraf is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Deutsche Bank, where he worked for over a decade. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, utilizing a combination of discretionary and non-discretionary management supported by AI-enabled research and a comprehensive manager-selection program.

Sarah Mcmillian is a financial advisor at Truist Advisory Services in Charlotte, NC, with 10 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for a decade. Outside of advising, she is an owner of farmland in Amelia, Virginia, which is rented for crop harvest. 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 manager relationships and non-discretionary consulting supported by third-party platforms, with a focus on integrated inter-affiliate service arrangements.