Bern Glasser is a financial advisor with Truist Advisory Services in Norfolk, VA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Old Point National Bank. Outside of his advisory work, he is a member of HBJR LLC, an LLC managing his family’s farm, where he has minimal involvement. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, 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.

Leah Echols is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes two years at Wells Fargo Clearing and Wells Fargo Bank and six years at Truist Bank. Outside of her advisory role, she operates LUV 2 TRAVEL AND TOURS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary management supported by third-party platforms and an AI-enabled research team.

Garnell Scott Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at SunTrust Bank since 2019 and previously held positions at Eagle Strategies, NYLIFE Securities, and Wells Fargo Clearing. In addition to his advisory role, he serves as an adjunct instructor teaching entry-level business courses at Bryant and Stratton College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Robert Douglas is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016, following a prior role at Truist Investment Services beginning in 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Mary Natiello is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Suntrust Advisory Services and Suntrust Investment Services since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches.

Ame Mccullin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Ame has worked with Suntrust Advisory Services and Wells Fargo entities prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Marcie Siemering is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Truist in 2018. She is also a notary for the Commonwealth of Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Matthew Casella is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2008. Outside of his advisory role, he assists with his wife’s bakery business at a local farmers market by helping with set up and other tasks. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Jackson Van Haaren is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Zukerman & Associates and 757 Marine Detail. Van Haaren is also affiliated with Old Dominion University. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its platforms.

Gregory Addison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2003. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Bert Henderson IV is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He has worked with SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2002. Henderson holds board positions with the Elizabeth River Project, Hampton Roads Estate Planning Council, and Norfolk Collegiate School, contributing to charitable, educational, and estate planning initiatives in the Norfolk, VA area. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured oversight process for manager selection and reviews.

Rasheka Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Truist, she worked at Charles Schwab and Bon Secours. 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 an integrated inter-affiliate operating model.

James Mills Jr. is a CFP® credentialed advisor with 36 years of experience, currently with Truist Advisory Services. He has worked at SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2000. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its manager-selection programs and advisory services.