Benjamin Denning is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Truist Advisory Services and has worked with several related firms, including Truist Investment Services and SunTrust Advisory Services. His career includes prior roles at Merrill and BB&T-affiliated entities. 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 employs a combination of traditional research and AI-enabled tools to support its asset allocation strategies and manager selection, offering ongoing client reviews and reporting through its affiliation with Truist Financial.

Robert Needham is a CFP® professional with 37 years of industry experience, currently serving at Truist Advisory Services. His prior experience includes roles at BB&T Bank and UBS Financial Services. Outside of financial advising, he has worked as an independent rideshare driver since 2018. 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 utilizes a combination of traditional research and AI-enabled tools to support its advice and provides ongoing client reviews and reporting.