Michelle Dees is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held roles at BB&T Securities and Merrill. Dees is based in Fort Worth, TX. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its advisory services and maintains extensive affiliated financial relationships within the Truist Financial network.

Christopher Peters is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has worked previously at BB&T Securities, Bank of America, and Merrill. He serves as treasurer for the homeowners association of his primary residence in Fort Worth, Texas. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm combines traditional research and AI-enabled tools to support asset allocation and manager selection through its Envestnet platform and offers ongoing client reviews and reporting.

Nora Carrillo is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. Her prior work includes positions at Morgan Stanley and Fidelity. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and partners with Envestnet to provide asset allocation strategies and manager recommendations.

Kathleen Breen is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Morgan Stanley, Robert Baird & Co., Raymond James & Associates, and Citigroup Global Markets. She is co-founder and secretary of the Stephen Breen Memorial Foundation, which provides financial assistance to children seeking a Catholic education and to families of children with cancer in the Diocese of Fort Worth. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to provide ongoing monitoring and client consultations while leveraging its affiliation with Truist Financial and related entities.

Sean Martin is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at several financial firms, including Bokf, Na and BBVA Compass Insurance Agency, Inc. Sean is based in Ft Worth, Texas. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its advisory process and partners with Envestnet Retirement Solutions for retirement plan services.

Mary Elliott is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Her prior roles include positions at Merrill for 20 years and BB&T Securities for 3 years. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools and offers ongoing client reviews and reporting.

William Dedmon is a financial advisor with Truist Advisory Services in Fort Worth, TX. He holds the Series 66 designation and has two years of industry experience. Prior to joining Truist in 2024, he worked briefly at UBS Financial Services and has a background that includes roles at the University of Mississippi and Dyersburg High School. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support its advisory services and maintains extensive affiliated financial relationships within the Truist Financial network.

Philip Garcia is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at BB&T Securities, Bank of America, Merrill, Raymond James & Associates, and UBS Financial Services. Outside of his advisory work, he raises cattle on a family farm in Weatherford, Texas. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools, and partners with Envestnet to provide asset allocation strategies and third-party investment manager selection.

Kristopher Karazissis is a CFP® with 20 years of industry experience, currently serving at Truist Advisory Services. His career includes roles at Truist Investment Services, Bb&T Securities, BB&T, PNC Managed Account Solutions, Chase Investment Services, and MSI Financial Services. Outside of his advisory work, he serves as an unpaid Associate Regent on the board of The Oakridge School, a college preparatory K-12 institution, and is involved in co-owning an online marketing business. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools for portfolio monitoring and provides ongoing client reviews and tailored asset allocation strategies.

Donald Bescher III is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 designations and having 32 years of industry experience. His career includes positions at Merrill, Bank of America, BB&T Securities, and Truist Investment Services prior to his current role beginning in 2018. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of customized financial data gathering, asset allocation strategies, manager selection on the Envestnet platform, and ongoing monitoring supported by AI-enabled research tools.