Colleen Mccaffery is a financial advisor with Truist Advisory Services based in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Michael Katz is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Truist Advisory Services and previously worked at Wells Fargo for 17 years. Katz is based in Chicago, IL. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm uses a combination of discretionary and non-discretionary management strategies and employs third-party platforms and AI-enabled research tools to support its investment processes.

Alexander Benassi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a part-owner of a mixed martial arts training facility in Evanston, Illinois. 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, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Brian Rogan is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Associated Bank. Rogan is based in Chicago, IL. 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, using a combination of discretionary and non‑discretionary services supported by inter‑affiliate integration.

Jan Peter Breugelmans is a financial advisor with Truist Advisory Services in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer for the Ferrari Club of America Central States Region, where he manages financial oversight and event coordination. 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 implemented through a combination of discretionary and non-discretionary arrangements, supported by research and supervisory teams.

Frank Carbonara is a financial advisor with Truist Advisory Services in Chicago, IL, holding Series 63 and Series 66 licenses and having 22 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Outside of his advisory career, he owns and manages a single rental property. 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 implemented through discretionary and non-discretionary arrangements supported by third-party platforms and research tools.

Christopher Smulski is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 21 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves as a board member for Saint Mary of the Angels Catholic School in Chicago, providing consultation on school-related issues. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and delivers proprietary research and supervisory oversight through its Investment Advisory Group.