Christopher Trokey is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the CFA® designation and Series 66 and 63 licenses. His prior work includes 13 years at GenSpring Family Offices, LLC, followed by roles at Suntrust Investment Services and Suntrust Advisory Services since 2018. Outside of finance, Trokey is licensed as an armed security guard and provides contracted security services for nonprofit events. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Michael Wood is a Series 66-licensed financial advisor with Truist Advisory Services, bringing four years of industry experience. His career includes roles at Truist Advisory Services since 2022, Truist Investment Services starting in 2021, and Origin Bank from 2017 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platform partnerships and AI-enabled research tools.

Zachary Harris is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 19 years of industry experience. Prior to joining Truist in 2025, he worked for Robert W. Baird for 17 years. Harris is also the owner of a single-family residential property in Nashville, TN. 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-enabled research tools.

Jimmy Barker is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill, Bank of America, BB&T Securities, and Truist Investment Services. Outside of his advisory role, he teaches a weekly group cycling class at Hillwood Country Club in Nashville. 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 third-party platforms and AI-enabled research tools.

Carol Jackson is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Merrill and Bb&T Securities prior to her current positions at Truist Advisory Services and Truist Investment Services. 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 platform and manager arrangements, with a focus on asset allocation, fiduciary support, and manager selection.

Heather Oconnor is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, and BB&T in various capacities from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers programs like AMC Advantage for clients seeking third-party manager appointments.

Sandra Kane is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at BB&T Securities, LLC, and various SunTrust investment and advisory services from 2013 to the present. 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 manager‑selection programs. The firm integrates discretionary and non‑discretionary manager relationships and utilizes third‑party platforms and AI‑enabled research tools to support its investment process.