Kandice Borel is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked at Truist Bank since 2014. 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 fiduciary support, utilizing a mix of discretionary and non-discretionary manager relationships along with AI-enabled research tools.

Erin Bojarczuk is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 11 years of experience in the industry, including roles at Wells Fargo Clearing and SunTrust Advisory Services. She is based in Winchester, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches through third-party platforms and manager arrangements.

Matthew Dyson is a financial advisor with Truist Advisory Services in Winchester, VA, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Highline Partners, and Cardinal Distributing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.