Jeffrey Banack is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of New York, Truist Bank, and the University of Central Florida. He also has experience with One Way Valet outside the financial sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 a combination of discretionary and non-discretionary strategies supported by third-party platforms and ongoing research.

Kimberly Payne is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has worked at firms including PNC Investments and BB&T Securities. Outside of her advisory work, she sells handmade art, jewelry, and ceramics on Etsy and other platforms, as well as used household items and clothing on eBay and Poshmark. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms to support its investment programs.

David Banack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services, Inc. since 2011. 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, leveraging third-party platforms and AI-enabled research to support its AMC Advantage manager-selection program.