Colleen Mccaffery is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Truist Advisory Services since 2022 and previously spent time at Wells Fargo Clearing and Wells Fargo Investments. 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 combination of discretionary manager relationships and 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 who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and Morgan Stanley, among others. Outside of his advisory work, he holds a majority ownership interest in 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

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 at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Truist in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he serves as Treasurer for the Ferrari Club of America Central States Region. 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 and utilizes third-party platforms and AI-enabled research tools as part of its investment process.

Frank Carbonara is a financial advisor with Truist Advisory Services in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and UBS Financial Services. Outside of his advisory work, he owns investment real estate in Wheaton, IL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary strategies with third-party platforms and oversight.

Christopher Smulski is a Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and Banc of America Investment Services. Smulski serves on the board of Saint Mary of the Angels Catholic School in Chicago, where he consults on school-related matters. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment strategies.