John Murdock is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Florida Funding LLC, and TD Bank. Outside of finance, he paints and sells artwork under the name John Murdock Art. 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 integrates discretionary and non-discretionary investment approaches supported by inter-affiliate resources.

Tyrone Debique is a CFP® professional with 27 years of experience in the financial industry. He is currently with Truist Advisory Services and has previously worked at notable firms including Merrill, Raymond James & Associates, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory role, Debique has interests in the nutrition and fitness sector, holding ownership and management positions in several related online and supplement businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and extensive 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 at Truist Advisory Services in Tampa, FL, holding a Series 66 designation with four years of industry experience. He has worked within the Truist organization since 2016, including roles at SunTrust and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Matthew Lochrane is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at Truist Advisory Services, SunTrust Advisory Services, SunTrust Bank, Wells Fargo, and Wells Fargo Clearing. 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 approaches, supported by third-party platforms and research tools, to manage investments and provide fiduciary support.

Maxwell Oglander is a CFA® charterholder and Series 65 licensed advisor with nine years of industry experience. He has worked at Truist Advisory Services since 2018 and previously at AXA Equitable, LLC and AIS Insurance and Financial. He is based in Tampa, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight for manager selection and ongoing reviews.

Dejon Singleton is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services and T. Rowe Price. Outside of advisory work, he is also employed as a food delivery driver with Uber Eats. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Jessica Elmore is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 31 years of industry experience. She worked at Merrill from 1995 to 2016 before joining SunTrust Advisory Services and its affiliated entity in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Dara Abraham is a financial advisor at Truist Advisory Services with four years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., Merrill, and Truist Investment Services. He serves on the board 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, corporate 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 approaches along with third-party platforms and AI-enhanced research.

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, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with SunTrust Advisory Services and Iberiabank prior to his current role. Based in Tampa, FL, he has been with Truist and its predecessor firms since 2016. 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-enhanced research tools.

James Tucker is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 credential and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. Prior to that, he was with Merrill from 2004 to 2006. 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, and a manager-selection program through AMC Advantage, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

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 with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including brief tenures at Morgan Stanley and Robert Baird & Co. Outside of his advisory role, Tanner partners with Wag! Group Co. as a dog walker. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary manager relationships and integrates third-party platforms to support fiduciary responsibilities and manager selection.

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.

Riley Boutin is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Truist, Riley has held positions at Northwestern Mutual, Reliance Matrix, and Auburn University, as well as experience outside financial services at Augusta National Golf Club and Dick's Sporting Goods. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

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 financial advisor at Truist Advisory Services with 2 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Truist Advisory Services, he worked for 14 years at Bank of America Private Bank (formerly U.S. Trust). 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 through the AMC Advantage platform.

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.

Jennifer Hall is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services offers 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 third-party platforms and AI-enabled research tools.

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 at Truist Advisory Services with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Bb&T Securities. He is also a partner in MNC Ventures, LLC, an entity established for real estate or private placement investments. 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 third-party platforms and AI-enabled research tools to support its investment programs.

Kelli Stirna is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary management approaches, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

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. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Truist, he worked at Equitable Advisors LLC, Coastal Wealth Management, Thrivent Financial, Edward Jones, and Bankers Life and Casualty Company. Outside of finance, he is the chef and founder of Romanos Macaroni Grill in Tampa. 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, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research.

Cory Wood is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Truist Advisory Services and has held previous roles at Fisher Investments, Merrill, Bank of America, SunTrust Bank, and New York Life Insurance. Cory 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 combines 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 at Truist Advisory Services with a Series 66 designation and one year of industry experience. She has worked within various Truist entities since 2025. Outside of her advisory role, she has been involved with the University of Florida’s recreational sports program. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers a range of services including asset allocation, fiduciary support, and manager selection through proprietary programs and third-party platforms.

Jamie Tribbey is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes nine years at Wells Fargo Clearing and a year at Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting and using AI-enabled research tools to support its investment process.

Kenneth Solis is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, BB&T Securities, and SunTrust Advisory Services. Outside of his advisory work, he owns and oversees several local courier and delivery businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes discretionary and non-discretionary approaches supported by third-party platforms and manager relationships, with an emphasis on integration across its affiliated entities.

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.