Sommer Brown is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds the Series 66 designation and has worked at Truist and its predecessor firms since 2009. 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 utilizes both discretionary and non-discretionary approaches supported by AI-enabled research tools.

Jenna Bennett is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has over 30 years of experience, having previously worked at Truist Bank from 1996 to 2025 and with Truist Investment Services since 2025. Bennett is based in Clarksburg, WV. 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 manager selection programs supported by AI-enabled research and supervisory oversight.