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Evan H
Series 63, Series 66
Wyomissing, PA
Truist Advisory Services
Evan Hand III is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked at several related Truist entities since 2016. 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 and non-discretionary approaches and integrates third-party platforms and AI-enabled research tools in its investment processes.
Michael B
Series 66
Wyomissisng, PA
Truist Advisory Services
Michael Bucklin is a Series 66 licensed financial advisor at Truist Advisory Services with 14 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Investment Services, BB&T, Santander Securities, and PNC Investments. He serves on the boards of several nonprofit organizations focused on community education, residential care, and support services for aging individuals. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.
Scott G
Series 63, Series 65
Wyomissing, PA
Truist Advisory Services
Scott Gola is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Bb&T Securities and Truist Investment Services. He also serves as treasurer for United Evangelical, contributing approximately 15 hours per week. 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, employing a mix of discretionary and non-discretionary approaches supported by third-party platforms and in-house research.
Joshua W
Series 66, Series 63
Wyomissing, PA
Truist Advisory Services
Joshua Weaknecht is a financial advisor with Truist Advisory Services who holds Series 66 and Series 63 licenses and has 19 years of industry experience. His career includes roles at Wells Fargo Advisors, Wachovia Bank, and multiple Truist-related entities since 2017. He serves on the Board of Trustees for the Historic Bethlehem Museums & Sites. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and inter-affiliate resources.
Martin B
Series 63, Series 65
Wyomissing, PA
Truist Advisory Services
Martin Braam is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked with Bb&T Securities and Bbtis. 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 AI-enabled research tools and a structured supervisory framework.
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