John Murdock is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and TD Bank. Outside of finance, he pursues painting under the professional name John Murdock Art and occasionally sells his work. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and integrates services across its affiliated broker-dealer and bank platforms.

Tyrone Debique is a CFP® with 27 years of experience in the financial industry, currently serving at Truist Advisory Services. His prior work includes roles at BB&T Securities, LLC and SunTrust Advisory Services. Outside of his advisory career, he is involved in managing and owning several nutrition and fitness-related businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Jeannine Klos is a financial advisor at Truist Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and Truist Investment Services. Outside of her advisory role, she serves as a non-compensated corporate treasurer for a privately held residential real estate appraisal firm owned by her family. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that leverages third-party platforms and AI-enabled research tools.

Jason Hyslop is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He previously worked at Raymond James & Associates for 19 years and spent time with Raymond James Insurance Group. Hyslop holds Series 63 and Series 65 licenses and is based in Tampa, FL. 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 third-party platforms and AI-enabled research tools.

Karl Hamilton is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at SunTrust Investment Services, SunTrust Advisory Services, and Suntrust Securities, Inc., spanning over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, 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 discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michael Franck is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. His career includes roles at Truist Investment Services and SunTrust. 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 AI-enabled research tools and inter-affiliate integration.

Matthew Lochrane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Truist Advisory Services since 2019, as well as prior experience at Wells Fargo from 2015 to 2019. Located in Tampa, FL, he contributes to a large enterprise firm with over 2,000 advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services including asset allocation, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches and incorporating AI-enabled research tools alongside supervisory oversight.

Maxwell Oglander is a CFA® charterholder and a registered investment advisor with Truist Advisory Services in Tampa, FL. He has eight years of industry experience, including prior roles at AXA Equitable, LLC and AIS Insurance and Financial. He has been with Truist Advisory Services since 2018. 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, utilizing a combination of discretionary and non-discretionary approaches along with AI-enabled research tools.

Dejon Singleton is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services and T. Rowe Price. Outside of his advisory work, he also works as a delivery driver for Uber Eats. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, utilizes third-party platforms and manager arrangements, and features AI-enabled research tools as part of its investment process.

Stephen Valeri is a financial advisor at Truist Advisory Services with 39 years of industry experience. He has held roles at SunTrust Advisory Services LLC and SunTrust Investment Services, Inc. since 2016. Valeri holds Series 63 and Series 65 licenses and is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms.

James Brennan is a CFP® with 18 years of industry experience. He is currently an advisor at Truist Advisory Services, where he has worked since 2021. His prior roles include positions at Ernst & Young and GenSpring Family Offices, LLC. Brennan serves as an advisory board member for Dominion Financial Group. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration, to deliver its investment solutions.

Jessica Elmore is a financial advisor at Truist Advisory Services with 30 years of industry experience. She holds a Series 66 designation and has worked at Suntrust Advisory Services, Inc. since 2017 and at Suntrust Investment Services, Inc. since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Dara Abraham is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Truist, Dara worked at Sanford C. Bernstein & Co., LLC and Merrill. Dara serves as a board member of the Lions World Vision Institute Foundation, a global nonprofit focused on vision-related research, services, and education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enhanced equity research and inter-affiliate integration.

Chelsey Frate is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Carmel Capital Partners, LLC and UBS Financial Services, Inc. since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight for manager selection and portfolio reviews.

Andrew Ferrari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work history includes four years at Equitable Advisors, LLC and five years in building management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches along with third-party platform and manager arrangements.

Neil Horowitz is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with SunTrust Advisory Services and related entities since 2016 and worked at Iberiabank in 2017-2018. 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, participant advice, and a third-party manager selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

James Tucker is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and possessing 21 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and uses third-party platforms and manager arrangements to support its AMC Advantage program and ongoing due diligence.

Nicholas Homolka is a CFA® charterholder based in Tampa, FL, currently advising with Truist Advisory Services. He has seven years of prior experience at Northern Trust and began his advisory career in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Tanner Lewis is a financial advisor at Truist Advisory Services with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and Robert Baird & Co. Outside of his advisory role, he is involved with Wag! Group Co. as a dog walker. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches supported by third-party platform partnerships and integrates AI-enabled research tools within its manager selection and oversight processes.

Kyle Tardiff is a Series 65-registered advisor with Truist Advisory Services, based in Tampa, FL. He has three years of industry experience, including prior work at Citi and teaching roles at the University of Tampa and St. Pete College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate service arrangements.

Juan Ayala is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked within various Truist entities since 2013, including Truist Bank and Truist Investment 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 utilizes a combination of discretionary and non-discretionary manager relationships and integrates several affiliated entities to deliver its services.

Riley Boutin is a financial advisor with Truist Advisory Services holding a Series 66 designation. Based in Tampa, FL, Boutin has recently begun his career in the industry. His prior experience includes roles at Augusta National Golf Club and Northwestern Mutual. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary manager relationships with third-party platform arrangements and employs AI-enabled equity research tools to support its investment decisions.

Adriana Williams is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016. Williams also has concurrent roles with Suntrust Investment Services, Inc., Suntrust Banks, Inc., and the University of South Florida. 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 AI-enabled research tools and inter-affiliate integration.

Tom Tagliarini is a CFA® charterholder and Series 63 licensee currently with Truist Advisory Services. He has 15 years of industry experience, including 14 years at Bank of America Private Bank (formerly U.S. Trust) before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager arrangements, supported by AI-enabled research tools and a structured oversight process, to deliver its AMC Advantage manager-selection program and other fiduciary support services.

Nayelin Menendez is a Series 66–credentialed financial advisor with six years of industry experience. She is currently with Truist Advisory Services in Tampa, FL, and has held various roles within Truist’s affiliated entities since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Jan Von Herburt Hewell II is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 65 credential and five years of industry experience. Prior to joining Truist, he worked at Wells Fargo from 2017 to 2020 and served in the United States Marine Corps from 2009 to 2017. Outside of his advisory role, he is involved as a partner in a commercial indoor pickleball facility project in Southern New Jersey, contributing to financing, business planning, and capital deployment. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, implementing advice through discretionary and non-discretionary arrangements supported by third-party platforms and overseen by dedicated research and advisory teams.

Jacob Lewis is a CFP® with 15 years of industry experience, currently serving at Truist Advisory Services since 2021. He previously held roles at Charles Schwab and USAA, including a decade with USAA Financial Advisors. 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, utilizing a combination of discretionary management and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate service arrangements.

Shands Greenlee is a CFP® professional with 11 years of industry experience, currently serving at Truist Advisory Services. Prior to joining Truist, Greenlee worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Based in Tampa, FL, Greenlee has been with Truist's affiliated entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its AMC Advantage manager-selection program.

Michael Cichon is a financial advisor with Truist Advisory Services, holding the Series 66 designation and bringing 24 years of industry experience. He has worked at Truist Advisory Services since 2021 and has prior experience with Bb&T Securities, Bank of America, and Merrill. Outside of advisory work, he is a partner in MNC Ventures, LLC, a shell entity established for investing in real estate or private placements. 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, utilizing third-party platforms and AI-enabled research tools to support investment decisions.

Kelli Stirna is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds the Series 65 and Series 63 designations and has worked with Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, corporate and business 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 arrangements and AI-enabled research tools.

Jason Reilly is a financial advisor with Truist Advisory Services holding the CFA® designation and Series 63 license. He has one year of industry experience at Truist Investment Services and previously worked for 16 years at Bank of America Private Bank. Outside of his advisory role, he owns a residential duplex property leased to long-term tenants. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and manager-selection programs, implementing advice through discretionary and non-discretionary arrangements while utilizing third-party platforms and AI-enabled research tools.

Dennis Gafur is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase, Edward Jones, and Thrivent Financial among others. Outside of finance, he is also a chef and started a restaurant called Romanos Macaroni Grill in Tampa in 2021. 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 third-party platforms and AI-enabled research tools.

Brady Janssen is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Invisors, Florida State University, Northwestern Mutual, and Elifeguard. 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, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Sunil Menezes is a financial advisor with Truist Advisory Services in Tampa, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, he worked at Morgan Stanley for two years. 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 uses AI-enabled tools and inter-affiliate resources in its manager selection and oversight processes.

Jonathan Sarquis is a financial advisor at Truist Advisory Services with 14 years of industry experience. He has been with Truist Advisory Services since 2016 and has also worked at Truist Investment Services, Inc. since 2011. Sarquis holds the Series 66 designation and is based in Tampa, FL. Truist Advisory Services provides 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 third-party platform and manager arrangements, to deliver its investment solutions.

Sara Castano is a financial advisor with Truist Advisory Services in Tampa, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, her background includes roles at the University of Florida and experience in customer service and education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools and third-party platforms to support investment decisions.

Jamie Tribbey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Truist in 2025, Tribbey worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 16 years. 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 programs.

Kenneth Solis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Truist Investment Services, BB&T Securities, and SunTrust Advisory Services, with over a decade at SunTrust Investment Services. Outside of his advisory work, Solis owns and oversees several local courier and delivery businesses in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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 manager arrangements.

Kenneth Rase is a CFP® and holds a Series 66 designation with 25 years of industry experience. He has worked at Truist Advisory Services since 2016, including its predecessor entities SunTrust Advisory Services and SunTrust Investment Services. He is based in Tampa, FL. 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 manager arrangements and integrates inter-affiliate services to deliver its AMC Advantage manager-selection program and related fiduciary support.