Alessandro Cicinelli Tobia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Truist in 2022, he worked at CitiBank and has a background that includes roles at Florida International University and other financial-related positions. Outside the financial industry, he manages a mobile pet grooming business in Miami. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Lailany Giraldes is a financial advisor at Truist Advisory Services with 11 years of industry experience. She has held positions at Truist Advisory Services and Truist Investment Services since 2021, and previously worked at BB&T Securities from 2014 to 2021. Outside of her advisory role, she engages in creative activities including acrylic abstract and mixed media painting, self-publishing journals and notebooks through Amazon Kindle Direct Publishing, and maintaining a blog focused on baking, books, DIY projects, and gift ideas. 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, combining discretionary and non‑discretionary management through third‑party platforms and extensive inter‑affiliate integration.

Marc Tendler is a financial advisor with Truist Advisory Services based in Miami, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at BB&T Securities from 2013 to 2021. 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 approaches, utilizing third-party platforms and manager arrangements, and offers specialized support such as the AMC Advantage manager-selection program.

Willy Gamez is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA before joining SunTrust Advisory Services in 2017, which became part of Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and a manager-selection program. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support its investment process.

Jorge Alvarez is a Certified Financial Planner® with 29 years of industry experience, currently advising at Truist Advisory Services. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 1997. Outside of finance, Alvarez owns and helps operate a Taekwondo school in Miami, where he teaches adult classes. 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 third-party platforms to deliver tailored investment solutions.

Alfredo Fernandez is a financial advisor with Truist Advisory Services in Miami, FL, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been associated with SunTrust entities since 2015, including Suntrust Advisory Services, Inc. since 2017. 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 utilizes a combination of discretionary and non-discretionary approaches and relies on third-party platforms and AI-enabled research tools to support its investment management and manager selection processes.

Joachim Bruneau is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having joined in 2025 after a decade at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. in Miami, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Aleksandar Simeonov is a financial advisor with Truist Advisory Services based in Miami, FL. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His career includes roles at Truist Investment Services, Bci Securities, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary manager relationships and non-discretionary consulting.