Ronald Teasdale is a CFP® professional with 34 years of industry experience, currently serving at Truist Advisory Services since 2016. He has also been affiliated with Truist Investment Services since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Arturo Ruiz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Investment Services since 2014. Outside of finance, he is the CEO of a company that maintains and repairs semi trucks. 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 implemented through discretionary manager relationships and third-party platforms.

Maykel Barrios is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank spanning nearly two decades before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management strategies supported by third-party platforms and a dedicated equity research team.