Mason Ouren is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2023, he worked at Luna Genetics, Inc. and Asuragen, Inc. He also has experience with Jump Gymnastics and The University of Texas at Austin. 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, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research and inter-affiliate integration.

Erik Carrington is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Hancock Investment Services. He is based in Houston, TX. 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 AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Ignacio Cirnigliaro is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2018 to 2024. Outside of advisory work, he co-owns a real estate rental business. 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 AI-enabled equity research and integrated inter-affiliate services.

Adison Ford is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to his current role starting in 2023, he worked at Texas Capital Bank Private Wealth Advisors and Texas Capital Bank, as well as at RSM and the University of Mississippi. 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 supported by third-party platforms and AI-enabled research tools.

Jason Davis is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Truist Advisory Services and has prior experience at SunTrust Advisor Services, BB&T, Community Trust Bank, and LPL Financial. 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 and non-discretionary approaches and utilizes third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Kaleb Fleming is a CFP® certificant with five years of industry experience. He is currently an advisor at Truist Advisory Services and has prior experience with Charles Schwab Bank and Charles Schwab & Co., Inc. Fleming has also worked in academic and operational roles including positions at Kelley School of Business and Indiana University–Purdue University Indianapolis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, using both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Lejo Abraham is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise and Comerica Securities. Based in Houston, TX, he has been with Truist Advisory Services and Truist Investment Services since 2026. 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.

Rexsor Gonzalez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Chase, Merrill, and Bank of America. Outside of advising, he serves on the board of directors for a nonprofit focused on preventing violence against women. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Stephanie Clay is a Series 66-licensed financial advisor based in Houston, TX, with eight years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2022, and previously held roles at Bank of America, Merrill, and Wells Fargo from 2016 to 2022. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Perry Huang is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Investment Management, UBS Financial Services, and other firms. Outside of finance, he has experience in optometry and has spent time involved in extended travel. 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 a range of third-party platform arrangements.

Gloria Ryan is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 13 years of industry experience. She has worked at Truist and its predecessor entities since 2017 and previously held roles at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank. 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 manager relationships and integrates third-party platforms and AI-enabled tools to support investment decisions.

Erica Falcomata is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked within various divisions of Truist and its predecessor firms since 2015. Outside of her advisory role, Falcomata serves as the administrator of a family estate and is president of a local school advisory committee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI‑enabled research tools and integrated inter-affiliate service arrangements.

Pedro Paulo Lourenco is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2022, following three years at First Quadrant, L.P. He is based in Houston, TX. 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 AI-enabled research tools and inter-affiliate integration, to deliver its AMC Advantage manager-selection program and other investment solutions.

Maria Asher is a CFA® charterholder with three years of industry experience. She has been with Truist Advisory Services since 2024, following a decade at Westwood Wealth Management. Maria is based in Houston, TX. 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 and non-discretionary strategies and incorporates third-party manager platforms as part of its AMC Advantage program.

Mauricio Castillo is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. Prior to that, he was with Insigneo Advisory Services LLC, PNC Investments LLC, PNC Bank, and BBVA USA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by AI-enabled research tools.

Dawson Moreno is a CFP® and holds a Series 66 designation with four years of industry experience. He is currently with Truist Advisory Services and has prior work history at The Mather Group and Zest Atlanta Catering, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Karen Dixon is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at SunTrust Investment Services, BB&T Securities, BBVA Securities, and Compass Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 Caras is a financial advisor at Truist Advisory Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Westwood Wealth Management, Bank of America, and Frank Law Firm. 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, utilizing third-party platforms and AI-enabled research tools to support its investment process.

Edwin Warren is a CFP® professional with 11 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Merrill and BB&T, where he worked both in advisory and securities capacities. He is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and oversight processes.