Patrick Wales is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has been with Truist Advisory Services, Truist Investment Services, and BB&T Securities since 2015. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and manager-selection programs that combine discretionary and non-discretionary approaches with third-party platform support.

Marvin Waller is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following positions at BB&T Securities and Scott & Stringfellow. He serves as a board member of the Danville Pittsylvania County Chamber of Commerce. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with third-party platform integration and AI-enhanced research.

Christopher Devivi is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has been with Truist Investment Services since 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.