Jennifer Ploehn is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Truist and its predecessor entities since 2008. Outside of her advisory work, she is involved as a distributor for weight loss and wellness supplements and as a consultant for fragrance products. 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 utilizes third-party platforms and AI-enabled tools to support investment decisions.

Cynthia Harvard is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with SunTrust Advisory Services and Sun Trust Investment Services since 2016. Outside of her advisory role, she serves as a board member for the American Red Cross Central NC Chapter and operates a personal online resale business. 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 utilizes a range of discretionary and non-discretionary solutions supported by third-party manager relationships and AI-enabled research tools.

Vance Anderson is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes positions at BB&T Securities and Bernard Robinson & Co, as well as two years at Campbell University. He also serves as an adjunct instructor in accounting at Wake Technical Community College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, 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.

Travis O'quinn is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Truist Advisory Services and has previously worked with BB&T Securities, SunTrust Advisory Services, and Truist Investment Services. Outside of his advisory role, he serves as Chair of Finance and Trustee for St. Peter Church, a nonprofit faith-based organization. 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.

Dean Channell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Truist Advisory Services since 2021 and prior to that held positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc. He is based in Raleigh, NC. 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, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through both discretionary manager relationships and non-discretionary consulting.

Blake Manley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Truist Advisory Services and has held positions at Truist Investment Services, Bb&T Securities, LLC, and Scott & Stringfellow, Inc. He is based in Raleigh, NC. 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 and investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches.

Carson Shepherd is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Truist, his background includes roles at Altria and the University of Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Matthew Johnson is a CFP® professional with 13 years of industry experience currently serving at Truist Advisory Services. He previously worked at BB&T Securities before joining Truist in 2016. Johnson holds a Series 66 license and is based in Raleigh, NC. 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 a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Sullivan is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for 15 years. Outside of his advisory work, he plays lead guitar in a tribute band that performs locally in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting to implement advice, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Cindy Marvin is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at RBC Capital Markets, Jpmorgan Chase Bank NA, Morgan Stanley, and Fcg Advisors LLC. Outside of finance, she is involved with McManus Appraisal Group as a certified residential appraiser and also works part-time in produce at Harris Teeter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment management, supported by third-party platforms and AI-enabled research tools, with a focus on integration across affiliated entities.

John Taylor is a CFP® and holds a Series 66 license with 20 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having been with the firms since 2021. Prior to that, he spent eight years at Bb&T Securities, LLC, and sixteen years with Scott & Stringfellow, Inc. 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, plan sponsor fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Horace Kornegay is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at BB&T Securities and Scott & Stringfellow. Kornegay is also a member of TRAA Partners LLC, a real estate investment entity. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

James Applewhite III is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Truist Advisory Services since 2021 and has prior experience with Bb&T Securities and Scott & Stringfellow. Outside of finance, he is a singer in a local classic and alternative rock band. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Matthew Buddo is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services in Raleigh, NC. His prior roles include positions at SunTrust Investment Services and SunTrust Bank. 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 and manager arrangements to implement its advice.

Christopher Oldham is a financial advisor at Truist Advisory Services in Raleigh, NC, with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021. His prior experience includes roles at Smith Salley & Associates, the Drapers Richards Kaplan Foundation, and Mutualism Investments. 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 analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies, supported by AI-enabled research and a high degree of inter-affiliate coordination.

Philip Rothstein is a CFP®-certified financial advisor at Truist Advisory Services with 21 years of industry experience. His career includes prior roles at Bb&T Securities, BB&T Bank, and Truist Investment Services. 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 and non-discretionary management approaches and employs AI-enabled research tools alongside third-party manager arrangements to support its investment programs.

Serena Lester is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Raleigh, NC. Her prior experience includes roles at BB&T Securities and Keystone Financial Partners. 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 with non-discretionary consulting and employs AI-enabled tools in research to support its investment process.

Thomas Mcgee Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include work at Argent Trust Company, Argent Retirement Plan Advisors, LLC, and Regions Bank. Mcgee holds Series 63 and Series 65 licenses. 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 technology-enabled research and an integrated inter-affiliate network.

Lloyd Nelms is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 credential and 23 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent nine years at BB&T Securities, LLC. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to guide investment decisions.

Gordon Grimes II is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services in Raleigh, NC. He has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Investment Services since 2005. Outside of his advisory role, he owns a second home rental property in Ocean Isle Beach, NC. Truist Advisory Services offers 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.

Kristin Ezzell is a financial advisor with Truist Advisory Services in Raleigh, NC. She holds a Series 66 designation and has three years of industry experience. Kristin has been with Truist Investment Services and its predecessor since 2012. 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, investment policy analysis, fiduciary support, and a manager‑selection program, implementing advice through both discretionary and non‑discretionary strategies supported by third‑party platforms and AI-enhanced research.

Jacquelyn Wiggs is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and BB&T Securities. Outside of her advisory work, she is a group fitness instructor specializing in Les Mills programs. 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, utilizing a combination of discretionary and non-discretionary arrangements supported by third-party platforms.

Paul Liebman is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Investment Services, Fidelity Investments, and several other organizations. He serves on the Board of Directors for the Foundation of Hudson Memorial Presbyterian Church, where he assists with donor relations related to planned giving. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm integrates inter-affiliate resources and employs both discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Wesley Shade is a CFP® professional with two years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles at Truist Investment Services and First Citizens Investor Services. 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 employs AI-enabled tools to support its investment research and fiduciary oversight.

John Ashley is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2022, he worked as an attorney at Emery D. Ashley and spent time at Atkinson Milling Company and Campbell University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supported by a range of third-party platforms and research tools.

Samuel Rodgman is a financial advisor with Truist Advisory Services based in Raleigh, NC. He holds the Series 63 and Series 66 licenses and has four years of industry experience. His prior firms include Edelman Financial Engines and Fidelity Brokerage Services LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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.

David Rakestraw is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has held roles at Truist and its predecessor firms since 2005, including BB&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate resources, to manage client portfolios and fiduciary responsibilities.