Adam Joseph is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. Based in Tampa, FL, he has a decade of tenure with SunTrust Advisory Services. 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 utilizing third-party managers and AI-enabled research tools.

David Livingston is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2000. Outside of finance, he serves as secretary and bookkeeper for Livingston Galleries, Inc., a photography business specializing in wedding, family, and corporate shoots. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research, and is noted for its inter-affiliate integration and comprehensive manager oversight.