Thomas Dinardo is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at JPMorgan Chase and Thrivent Financial. 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 with non-discretionary consulting and employs AI-enabled tools to support investment research and manager selection.

Lina Millares is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services since 2018, as well as at UBS Financial Services and Ameriprise earlier in her career. Outside of her advisory role, she serves as Vice President of Del Val Investment Group, a real estate investment company involved in property acquisitions and project oversight. Truist Advisory Services provides investment consulting and advisory services to individuals, retirement plan sponsors, corporate clients, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Kenneth Persson is a financial advisor at Truist Advisory Services with a Series 66 credential. He has been in the industry since 2026, with prior experience at Truist Bank and other financial institutions. His background also includes work in the automotive collision repair sector. 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 manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Patrick Culhane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has been with Truist and its predecessor entities since 2013, including roles at Truist Investment Services, Bb&T, and SunTrust. Outside of his advisory work, Culhane is involved in managing two LLCs that resell unused event tickets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools, with a focus on integration across affiliated entities.