Thomas Jaehnel is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Suntrust Advisory Services and OneAmerica Securities. 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 platforms and AI-enabled research tools.

Frank Colasuono is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2016. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Namdar Hosseinzadeh is a financial advisor with Truist Advisory Services based in Orlando, FL. He holds the Series 66 designation and has 12 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services LLC, and Trustco Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Christopher Damiano is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Diego Lasso is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019, and previously worked at SunTrust Bank and Columbia Restaurant. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist entities.

Frank Delia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Based in Orlando, FL, his career includes roles focused on investment advisory within the firm’s enterprise platform. 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’s approach combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Cullen Kline is a financial advisor at Truist Advisory Services with Series 63 and Series 66 credentials. He has been in the industry since 2026 and has experience at multiple firms including Creative Financial Network and Northwestern Mutual Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches with support from third-party platforms and manager due diligence.

Nicolas Hernandez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and various Truist-affiliated entities. 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.

Yanette Sullivan is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 manager selection and ongoing portfolio oversight.

Michael Vickery is a Series 66-licensed financial advisor with Truist Advisory Services, based in Orlando, FL. He has 13 years of industry experience, including 10 years with SunTrust Investment Services and SunTrust Advisory Services. 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 a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ernest White III is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Valic Financial Advisors and Suntrust Advisory Services. Outside of his advisory role, he serves as Board Member President of the Greater Orlando Morehouse Alumni Chapter in Atlanta. 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 and non-discretionary manager relationships and incorporates AI-enabled tools for research and oversight in its investment approach.

Carlos Cano is a financial advisor at Truist Advisory Services with a Series 66 designation and two years of industry experience. His prior work includes roles at Truist Investment Services Inc., Truist Bank, AMI Expeditionary Healthcare, and Amwest Ambulance Inc. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled equity research.

Thomas Werner is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked within various segments of Truist and its predecessor firms since 2006. 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, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Reis Fischer is a financial advisor at Truist Advisory Services in Orlando, FL, holding Series 65 and Series 63 licenses with less than one year of industry experience. His prior roles include positions at Robinhood Markets, Charles Schwab, and Cypress Bank & Trust. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

Bryan Cornell is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Pruco Securities LLC, and Charles Schwab. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager selection processes.

Philip Grant is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at various JPMorgan Chase entities. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by a third-party platform and manager arrangements.

Stephen May is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Raymond James & Associates for 11 years. 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 and non-discretionary approaches and utilizes third-party platforms and AI‑enabled tools to support manager selection and portfolio oversight.

Andy Francois is a financial advisor at Truist Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Regions Bank, Bank of America, and Coastal Heritage Bank. Outside of advising, he is the sole owner of Realty Relief Team, a real estate investing LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research, and is notable for its integration with affiliated broker-dealer and banking services.

Todd Sowpel is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2016, as well as Pershing Advisor Solutions LLC from 2007 to 2016. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Michael Barclay is a Series 66-licensed financial advisor with Truist Advisory Services in Orlando, FL, with four years of industry experience. His career includes roles at Truist Investment Services, Securian Financial Services, Evershore Financial, and Minnesota Life Insurance Company. Prior to his financial services career, he worked for the City of Winter Springs for 25 years. 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 employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers a manager-selection program through the AMC Advantage platform.

Teogonio Ayala is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. from 2014 to 2017 before joining Suntrust Advisory Services and Suntrust Investment Services in 2017, which are now part of Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, participant advice, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary strategies and AI-enabled research tools.

Nathaniel Beardslee is a financial advisor with Truist Advisory Services in Orlando, FL. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he held positions at Truist Financial Corp and has experience working in the food service industry, including at Dixie Cream Cafe and Yard House Darden Restaurants. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Megan Polito is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and two years of industry experience. Her professional background includes roles at Truist Investment Services and Truist Advisory Services since 2023, as well as prior experience outside finance at Nothing Bundt Cakes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and a structured inter-affiliate operating model.

William Moniz Jr. is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at SunTrust Investment Services and PNC. Based in Orlando, FL, he has been with Truist and its affiliates since 2017. 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 inter-affiliate integration for its AMC Advantage manager-selection program.

James Soto is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes a decade of service with Suntrust Advisory Services, Inc. and its related entities. Truist Advisory Services offers investment consulting and advisory to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.