Michael Estevez is a financial advisor with Truist Advisory Services based in Ocala, FL. He holds a Series 66 credential and has four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Capital One Bank. Outside of his advisory work, he owns Greenstreet Mowing LLC, a lawncare business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Dale Zamecki II is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist since 2014. Outside of his advisory role, he serves as Vice President of Well-Run Concepts Inc., a consulting business focused on aligning organizational performance and strategy, which is owned by his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm emphasizes manager selection through a combination of discretionary and non-discretionary approaches, supported by inter-affiliate integration with related entities within the Truist network.