Christina Hartfield is a CFP® with nine years of industry experience, currently serving as an advisor at Truist Advisory Services. Her prior experience includes roles at JPMorgan Securities, Merrill, Bank of America, and SunTrust. Outside of her advisory work, she holds officer positions in two family-owned businesses involved in residential and commercial construction and real estate. 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 consulting. The firm integrates multiple affiliated businesses to deliver comprehensive investment solutions.

David Peck is a Series 66-licensed financial advisor with Truist Advisory Services in Winter Park, FL. He has 23 years of industry experience, including roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. for over a decade each. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and utilizes third-party platforms and AI-enabled tools for investment research and manager due diligence.

Austin Mitchell is a financial advisor with Truist Advisory Services in Winter Park, Florida. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Truist, he worked at Charles Schwab and has experience in event management and billiard services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sachin Trivedi is a CFA® charterholder with 20 years of industry experience. He is an advisor at Truist Advisory Services, where he has worked since 2016, and has been with Truist Investment Services, Inc. since 2013. Outside of his advisory role, he is a member or manager of several companies involved in activities such as the sale of unused event tickets and estate planning holding companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 platforms, to deliver its AMC Advantage manager-selection program and other advisory services.

Orlando Aska is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Timothy Partners, Nike, and Campus Crusade. 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 AI-enabled research tools.

Joseph Kelly is a CFP® professional with 18 years of industry experience, currently serving at Truist Advisory Services since 2017. Prior to joining Truist, he worked at Morgan Stanley in various roles from 2008 to 2017. Outside of his advisory work, he is involved in managing a real estate holding company in Lake Mary, Florida. 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 management with third-party platform support and utilizes AI-enabled research tools alongside inter-affiliate integration within the Truist enterprise.

Lewis Blalock is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services, Inc. since 2014. 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 an AI-enhanced Equity Research team to support its investment approach.

Tia Porr is a financial advisor with Truist Advisory Services, holding Series 63 and 66 licenses and four years of industry experience. She has worked across various Truist entities since 2021 and previously held roles in the banking and hospitality sectors. Outside of finance, she is the owner of a music and entertainment business as a DJ and electronic music producer. 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 advanced research tools and inter-affiliate integration to support its clients.

James Kauchak is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, SunTrust Advisory Services, PNC Wealth Management, MSI Financial Services, and TD Ameritrade. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on inter-affiliate integration and comprehensive supervisory oversight.

Todd Bolton is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the CFP® and Series 66 designations and has worked at various SunTrust entities since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate services.

Jonathan Frascarelli is a CFP® professional at Truist Advisory Services with four years of industry experience. He previously worked at Fifth Third for 16 years before joining Truist Advisory Services 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 manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver comprehensive investment solutions.

Keith Raymond is a financial advisor at Truist Advisory Services in Winter Park, FL, holding a Series 66 designation with eight years of industry experience. His career includes roles at Truist Investment Services, BB&T, and related affiliates since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Tajuan Mills is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 16 years of industry experience and has held various roles within Truist and its predecessor firms since 2009. Outside of his advisory work, Mills pursues freelance photography, licensing some of his travel-related images. 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 manager selection programs supported by both discretionary and non-discretionary investment approaches.

Marina Nice is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 19 years of industry experience, including 10 years with SunTrust Advisory Services and affiliated entities. Outside of her advisory role, she serves as an adjunct instructor at Rollins College, teaching nonprofit management classes focused on fundraising and donor relationships. 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 and non-discretionary management approaches and utilizes technology and inter-affiliate resources in its investment and fiduciary support services.

Douglas Sheahan is a financial advisor with Truist Advisory Services, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, ICCF Wealth Management, and other firms before joining Truist. 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 management supported by AI-enabled research tools and integrated inter-affiliate operations.

David Shepherd is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Wells Fargo for nineteen years and briefly at Suntrust Advisory Services before joining Truist Advisory Services. 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 third-party manager selection program, combining discretionary and non-discretionary management strategies supported by AI-enabled research tools and inter-affiliate service arrangements.

James Wesche Jr. is a CFA® charterholder with 29 years of industry experience. He has been with Truist Advisory Services since 2020 and previously worked at SunTrust Advisory Services, Inc. from 2016 to 2020. He holds Series 63, 65, and 66 licenses and is based in Winter Park, 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 AI-enabled research tools and integrated inter-affiliate service arrangements.

Francesca Gilchrist is a CFP® with 26 years of industry experience, currently serving at Truist Advisory Services. She has worked with Truist Investment Services and Truist Advisory Services since 2004. 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 that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Daniel Shif is a Series 66-licensed financial advisor with Truist Advisory Services in Winter Park, FL. He has been with Truist and its affiliates since 2017, including roles at Truist Bank and Truist Investment Services, and previously worked at Deutsche Bank for one year. Shif has no prior industry experience before joining Truist Advisory Services. 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 and non-discretionary approaches, supported by third-party manager relationships and AI-enabled research tools, with an emphasis on inter-affiliate integration and comprehensive fiduciary support.

Ryan Shim is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work includes roles at BB&T Securities, LLC and SunTrust Investment Services, where he has been employed since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Mayada Soufan is a financial advisor with Truist Advisory Services in Winter Park, FL, holding Series 63 and Series 66 designations and having 14 years of industry experience. She has worked with Truist Advisory Services and its affiliated firms since 2016. Outside of her advisory role, she serves in honorary capacities related to her husband's automotive sales and home building businesses. 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 and non-discretionary approaches, supported by third-party manager relationships and AI-enabled research tools.

Renee Maloney is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at Truist Advisory Services. She has been with SunTrust Advisory Services and affiliated entities since 2016. Outside of her advisory work, she owns a vacation home used as a rental property in Holmes Beach, 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 offers services including asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that integrates third-party managers and proprietary research tools.

Liza Bonet is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with SunTrust Advisory Services since 2016. Outside of her advisory role, she manages residential rental properties in San Juan, Puerto Rico. 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 AI-enabled research tools and supervisory oversight, and operates with a high degree of inter-affiliate integration.

Logan Harclerode is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Charles Schwab and Truist Investment Services, and he serves in the United States Marine Corps, where he operates an amphibious assault vehicle. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, businesses, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Mark Mankbadi is a financial advisor with Truist Advisory Services in Winter Park, FL. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. His prior work experience includes positions at Truist Investment Services, Fifth Third Bank, Seaside Bank & Trust, Synovus Bank, and PNC Bank. 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, using a combination of discretionary and non-discretionary management supported by AI-enabled research and inter-affiliate integration.

Mina Yousif is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Her previous roles include positions at Charles Schwab and Regions Bank. Outside of her advisory work, she also works as an Uber driver in Orlando. 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 third-party platforms and AI-enabled research tools.