Meghan Roach is a CFP® with 19 years of industry experience, currently serving at Truist Advisory Services. She has worked at BB&T Securities, LLC and multiple SunTrust affiliates since 2016. Outside of her financial advisory role, she is the owner of oil and gas leases, receiving royalties without active management responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 investment decisions.

Martin Martini is a financial advisor with Truist Advisory Services in Chattanooga, TN, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Truist Advisory Services and its predecessor entities since 2012. 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 utilizes AI-enabled tools and third-party platforms to support its investment and fiduciary services.

Angela Jones is a financial advisor with Truist Advisory Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Truist Investment Services since 2000 and has worked at Trust Advisory 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 with non-discretionary consulting, using third-party platforms and AI-enabled tools to support investment decisions and manager oversight.

Brendan Hawks is a CFP® professional with seven years of industry experience, currently with Truist Advisory Services. He has been with Truist and its affiliated entities since 2019. In addition to his advisory role, he serves as an adjunct professor at the University of Tennessee at Chattanooga, teaching entry-level personal finance courses. 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 management supported by third-party platforms and uses AI-enabled tools to assist in manager selection and investment oversight.

Christopher Ford is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SUNTRUST INVESTMENT SERVICES, Inc. since 1996. 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, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Shawn Schwarz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019 and also has a concurrent affiliation with the University of Tennessee Chattanooga since the same year. Prior to joining Truist, he worked at SunTrust and held roles at the Bank of Nova Scotia and ABC Christian Book Store. 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 employs a combination of discretionary and non-discretionary management and integrates multiple inter-affiliate resources to support its AMC Advantage manager-selection program.

Jeffrey Roberts is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been with Truist Bank since 2008. Based in Chattanooga, TN, he is part of a large enterprise advisory firm with a broad range of capabilities. 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 approaches supported by third-party platforms and AI-enabled research tools.