Nicole Penland is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2011. 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 and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

John Kushman is a financial advisor with Truist Advisory Services, holding Series 65, Series 63, and Series 66 licenses and 22 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, Synovus Bank, and SunTrust Advisory Services. He serves on the investment advisory committee of The Community Foundation and holds board roles with a semi-professional soccer club and a local condominium association in Sarasota, FL. 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 manager arrangements.

Alina Gray is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63, 65, and 66 designations and 15 years of industry experience. She has been with Truist Advisory Services and its predecessor firms since 2016. 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 and non-discretionary manager relationships and employs AI-enabled research tools to support its investment oversight and manager selection.

Batina Tramaglino is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Truist in 2021, she worked at Edward Jones and Bragg Law Firm, among other roles. 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 strategies, supported by AI-enabled research and inter-affiliate resources.

Robert Klare is a CFA® charterholder based in Sarasota, FL, with 18 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Bank since 2016, continuing through their transition to Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform and manager arrangements, while maintaining a focus on inter-affiliate integration and oversight.

Elizabeth Rabbitt Stephen is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 19 years of industry experience. She has worked at SunTrust Advisory Services, Inc., SUNTRUST INVESTMENT SERVICES, INC., and SunTrust Bank since 2019, following three years at Commonwealth Financial Network. 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, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Christopher Tenaglia is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and 65 designations and bringing 26 years of industry experience. His career includes roles at Truist Investment Services and SunTrust Advisory Services dating back to 2006. 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 asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

Joshua Ladwig is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2015. 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 platforms and AI-enabled research tools.

Michelle Reynolds is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. Her career includes roles at Truist Bank and SunTrust Bank prior to her current position, where she has worked since 2019. Truist Advisory Services offers 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 AI-enabled research tools and an integrated inter-affiliate service model.

Gregory Lebar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with SunTrust Advisory Services and SunTrust Investment Services since 2012. Lebar serves as a board member and finance committee member for Resiliant Retreat, a nonprofit organization providing treatment for trauma victims. Truist Advisory Services offers 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 utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Judith Mellett is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2012. 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 a manager-selection program that combines discretionary and non-discretionary approaches, supplemented by AI-enabled research and inter-affiliate integrations.

James Mcclellan Jr. is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2019 and previously spent three years with Wells Fargo Clearing and one year with Wells Fargo Advisors. 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, plan sponsor fiduciary support, and a manager-selection program, implementing advice through both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Gregory Misko is a CFP® with 20 years of experience in the financial services industry. He is currently an advisor with Truist Advisory Services, where he has worked since 2021, including time associated with Truist Investment Services and prior firms such as SunTrust and BB&T. Outside of his advisory role, he owns and maintains rental properties in Sarasota, FL, and Ocean City, MD. 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 solutions including asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research and integrated inter-affiliate services.

Rochelle Cairo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Truist Advisory Services since 2016 and with Truist Investment Services since 2014. 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, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform arrangements.