Theodore Bennett Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Suntrust Advisory Services and SunTrust Investment Services since 2016. Outside of advisory work, he owns a business that provides audio/visual equipment and performance promotion services for entertainment purposes. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Michael Stone Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes various roles at Truist Advisory Services and Truist Investment Services, along with prior experience outside the financial sector. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Roger Perry is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Investment Services, and SunTrust Bank, spanning from 2015 to the present. 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 a combination of discretionary manager relationships and consulting supported by proprietary research and inter-affiliate integration.

Jared Sanders is a financial advisor with Truist Advisory Services in Atlanta, holding a Series 65 designation. He has one year of industry experience and has previously worked at BlueTrust, Fidelis Wealth Partners, and Wealth Enhancement Group. Prior to his advisory career, he spent several years as a student and worked at Maggie Valley Nursing & Rehab. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and investment oversight.

Javonda Lightner is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. Her career includes tenure at SunTrust Banks and Suntrust Investment Services prior to joining Truist. Outside of finance, she owns a custom interior painting business and is involved in life coaching focused on empowering women and young girls. 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 investment approaches and integrates third-party manager and platform arrangements, supported by AI-enabled research tools and inter-affiliate service structures.

Ameet Tijoriwala is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Morgan Stanley and its affiliated private bank from 2010 to 2019, followed by positions within Truist’s advisory and investment services since 2019. 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 integrates discretionary and non-discretionary investment approaches supported by third-party platforms and proprietary research tools.

April Jackson is a financial advisor at Lincoln Investment with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 1996. In addition to her advisory role, she is co-owner and CFO of an insurance agency and owns a tax preparation business. Jackson also serves as Immediate Past National President on the executive board of the National Women of Achievement, Incorporated. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm utilizes a mix of strategic and tactical investment approaches and offers a range of advisory and brokerage services.

Seana Heath is a CFP® professional with 11 years of industry experience currently serving at Truist Advisory Services. She previously worked at Wells Fargo Bank from 2013 to 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis and fiduciary support through a combination of discretionary manager relationships and non-discretionary consulting.

Caitlin Kennedy is a CFP® professional with 13 years of experience in financial advisory roles. She has been with Truist Advisory Services since 2016 and holds a Series 66 license. Her prior work includes a decade at SunTrust Bank and its related investment services entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enabled research tools.

Tieleasha Jenkins Holley is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2016. Her prior experience includes roles at SunTrust Insurance Group and Truist Investment Services, both since 2008. Outside of advisory work, she is involved in managing rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary management relationships.

Zuhaib Lassi is a financial advisor at Truist Advisory Services with a Series 65 designation and two years of industry experience. His prior work includes roles at KPMG and Bank of New York Mellon. He is based in Atlanta, GA. 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 inter-affiliate integration with Truist’s broker-dealer and bank services.

Jonathan Dimarco is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Cetera and 52 Weeks Financial. He serves as Secretary on the board of the Georgia Center of the Deaf and Hard of Hearing, coordinating board correspondence and chairing the nominating committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Sabrina Bowens Richard is a CFA® charterholder with nine years of industry experience. She has worked at Truist Advisory Services and its predecessor firms since 2016, and at SunTrust Bank prior to that. She is based in Atlanta, GA. 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 solutions supported by AI-enabled research tools and inter-affiliate integration.

Jenna Taylor is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 65 designation. She has been with Mercer Global Advisors since 2022, following two years at Interstate Tax and Accounting and four years at Indiana University Northwest. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs and separate account managers.

Sharina Carmon is a financial advisor with Truist Advisory Services in Atlanta, GA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her career includes prior roles at Fidelity Investments and The Vanguard Group. 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, investment policy analysis, fiduciary support, and a manager-selection program that relies on third-party platforms and AI-enabled research tools.

Carter Nelson is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and Raymond James. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

John Mayfield is a CFA® charterholder with nine years of industry experience. He is currently with Truist Advisory Services and has a prior background at SunTrust Bank and GenSpring Family Offices. Mayfield serves on the Institutional Investor Sub-Advisory Board, providing feedback on research and conference topics. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary management and non-discretionary consulting supported by AI-enabled research tools.

Mark Dicristina is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Truist Advisory Services and Truist Investment Services, holding roles since 2013 and 2016 respectively. Outside of his advisory work, he serves as Treasurer for the Pro Bono Partnership of Atlanta, an organization that provides business legal services to nonprofits. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm implements its advice through a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an equity research team that uses AI-enabled tools.

Austin Clark is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, LPL Financial, and Jackson National Life Distributors. Outside of his advisory work, he serves as an officer of a homeowners association. 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.

Howard Aspacher is a financial advisor with Lincoln Investment holding CFP® and Series 63 designations and has 44 years of industry experience. His prior roles include positions at Capital Analysts, Legend Advisory Corporation, and Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed model portfolios, utilizing a range of strategic and tactical investment approaches.