Devian Blocker is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes positions at Wells Fargo Clearing, J.P. Morgan Securities, and Wells Fargo Bank. Outside of advising, he owns The Wireless Woman, a small retail or hospitality business. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and a research team that incorporates AI-enabled tools.

Dwight Mcpherson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career has included extensive tenure at BB&T and its successor entities prior to joining Truist. Outside of his advisory role, he serves as an Assistant Scout Master with the Boy Scouts of America, focusing on youth leadership and character development. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment and manager-selection processes.

Trista Shigley is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked with Truist and its predecessor entities since 2014. She serves as a board member of the American Bankers Association Trust School. 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 and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Nathaniel Crosby is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following previous roles at Bb&T Securities and Scott & Stringfellow. In addition to his advisory work, he has been involved with Greenville Technical School for over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager oversight.

Ashley Harward Sr. is a CFP®-credentialed financial advisor with 23 years of industry experience, currently with Truist Advisory Services since 2021. Prior to this, she held roles at Bb&T and its affiliated entities from 2014 to 2021. She is based in Greenville, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Samantha Gillespie is a Series 66-licensed financial advisor at Truist Advisory Services with 18 years of industry experience. She has been with Truist and its affiliated entities since 2018, including roles at BB&T Securities and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary strategies, utilizing third-party platforms and AI-enabled research tools to support its manager-selection and ongoing portfolio oversight processes.

Alicia Zmuda is a CFP® professional with 25 years of experience in the financial industry. She has been with Truist Advisory Services since 2021, following six years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sherry Hall is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds the Series 66 designation and has worked previously at BB&T Securities before joining Truist in 2021. 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 management approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Paul Bopp is a CFP® with 26 years of industry experience, currently serving with Truist Advisory Services since 2021. He previously worked at Bb&T Securities from 2015 to 2021. Bopp holds board roles with the Boys & Girls Club of the Upstate as Treasurer and with Teach For America South Carolina as a board member. 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 managers and AI-enabled research tools to support its investment strategies.

Andrew Pittinos is a CFA charterholder and financial advisor with 23 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following eight years at BB&T Securities. Based in Greenville, SC, Pittinos’s background includes roles at Truist Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Jason Kelley is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Truist Investment Services, Wells Fargo Clearing, SunTrust Investment Services, UBS Financial Services, and Hubbell Lighting. Truist Advisory Services delivers investment consulting and advisory services to individuals, business clients, retirement plans, and charitable organizations. The firm combines discretionary manager relationships with consulting services and employs AI-enabled research tools to support manager selection and oversight.

Laurel Coleman is a Series 66 registered financial advisor at Truist Advisory Services with 12 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously spent seven years with BB&T Securities. 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 third-party platform and manager arrangements, to deliver its AMC Advantage manager-selection program.

Tiffany Gilbert is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at Truist Investment Services, Ballentine Capital Advisors, ASE Private Wealth, and WCM Global Wealth. 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 AI-enabled research tools.

Cristi Stiles is a financial advisor with Truist Advisory Services in Greenville, SC, holding a Series 66 designation and seven years of industry experience. She has worked at Truist Advisory Services since 2021 and previously at Merrill Lynch from 2015 to 2018. 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 and non-discretionary strategies, supported by third-party platforms and an AI-enabled Equity Research team, to manage investment solutions and fiduciary responsibilities.

Benjamin Shaver is a financial advisor with Truist Advisory Services in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Abelian Partners and Terrapin Beer Company. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms, and integrates inter-affiliate resources to deliver its AMC Advantage manager-selection program.