Sal Gianfortune is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 designations and totaling 33 years of industry experience. He has been with Truist Advisory Services and its affiliated firm, Truist Investment Services, since 2016. Outside of his advisory role, he is a partner in a family holding company established for the protection and administration of his brother’s private residence. 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 third-party platforms and AI-enabled research tools, with a structure that integrates multiple affiliated entities to deliver its services.

Kathryn Miller is a financial advisor with Truist Advisory Services who holds a Series 66 license and has 18 years of industry experience. She has worked at various SunTrust entities since 2013, including Suntrust Advisory Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.