Elizabeth Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously spent six years with SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate resources and employs AI-enabled research tools to support its manager selection and oversight processes.

Brandon Stevens is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2025, following prior roles at TD Bank and TD Private Client Wealth. Outside of his advisory duties, he is the sole proprietor of a residential rental property in Hilton Head Island, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.