Ken Tanaka is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Truist Advisory Services and has been associated with SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank since 2016. He holds the Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ivan Acimovic is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Truist Bank, Bank of America, and other financial institutions. Outside of advising, he is involved in a real estate investment venture as a member of Apartments Acimovic LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.