John Clinard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Fifth Third Securities before joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches with a focus on inter-affiliate integration.

Vanessa Newman is a financial advisor with Truist Advisory Services, holding a Series 66 designation and based in Nashville, TN. She has one year of industry experience and has been with Truist Advisory Services and its affiliated entities since 2026. Prior to joining Truist, she was with the Newman Sloane Group for 19 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a broad affiliate network.