Ernest Hartlieb is a financial advisor with Truist Advisory Services in Fort Myers, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Truist in 2022. Outside of his advisory role, Hartlieb owns and operates Hartlieb Elite Athletic Training, a sports training facility. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research, and integrates services across affiliated entities.

William Haley is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Brokers Alliance, and US Health Advisors. Outside of his advisory role, Haley coaches high school girls softball for the Charlotte County Public School District. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research, with a notable level of integration among its affiliated entities.

Stephen Freeman is a financial advisor with Truist Advisory Services holding a Series 66 credential and four years of industry experience. His prior roles include positions at Fidelity Investments and Seminole Casino Immokalee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jason Sulvinski is a Series 66-licensed financial advisor with Truist Advisory Services in Fort Myers, Florida, and has four years of industry experience. He has worked within various divisions of Truist since 2016, including Truist Investment Services and SunTrust/Truist. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Jon Skaff is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2016 and Truist Investment Services since 2006. Outside of his advisory role, Skaff owns and manages a rental property business. 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 uses third-party platforms and AI-enabled tools for manager selection and oversight.