Hugh Renwick is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various Truist-related entities since 1996, including BB&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting through its extensive network of affiliated financial relationships.

Benjamin Russo is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, his background includes roles at Arizona State University and Lehigh Valley Health Network. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI tools and offers a range of fiduciary and advisory services through platforms like Envestnet.

Samantha Becker is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked with Truist Advisory Services and related entities since 2019, including BB&T prior to its merger. Becker serves as a board member for the Cultivating Success Fund at The Columbus Foundation, a donor-advised charitable giving vehicle. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI tools and provides ongoing reviews and client consultations through its affiliation with Truist Financial and its related entities.

Daniel Valverde is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Truist in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo RELS. Outside of finance, he owns and operates Green Valley Photography, specializing in event and family photography. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and collaborates with Envestnet platforms to offer tailored asset allocation strategies and manager recommendations.

Johnny Rabadan Juan is a Series 66 licensed financial advisor with seven years of industry experience, currently with Truist Advisory Services. He previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he serves as a head coach for a high school boys' soccer team at the Charlotte Independence Soccer Club. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations, utilizing a range of affiliated financial relationships and AI-enabled research tools.

Gloria Dearcangelis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, Wells Fargo Clearing, and Ameriprise Financial Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its advisory services and offers ongoing client reviews and reporting.

Daniel Schmitz is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc., Kingdom Building Holdings LLC, Grayley Co., and Lincoln Charter School. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Aaron Moore is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2018. Prior to entering financial services, he was involved in an automotive detailing business. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory programs through its affiliation with Truist Financial and associated entities.

Eileen Perrin is a CFP® professional with 10 years of experience currently serving at First Command Advisory Services in Charlotte, NC. She has worked with affiliated entities of First Command since 2016. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select model portfolios and third-party managers.

Martin Walker is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at First Citizens Investor Services, Cambridge Investment Research Advisors, and Edward Jones. He is also the president and owner of Spectrum Benefits, Inc., a health insurance brokerage and consulting firm. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of financial data collection, goal definition, asset allocation strategies, and manager selection on the Envestnet platform, supported by AI-enabled research tools and ongoing client reviews.

Brandon Hatcher is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Serenity Investment Advisors, Edward Jones, and PNC. Outside of his advisory role, he manages a sports league as a league manager. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Roslyn Ervin is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Bb&T Securities, LLC for eight years. Outside of her advisory role, she provides assistance to disabled persons, including support with hygiene, cooking, transportation, and light housekeeping. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and collaborates with Envestnet to deliver tailored asset allocation strategies and manager recommendations.

Amanda Macaluso is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Bank and First Horizon Bank. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including high-net-worth individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support its advisory services and provides ongoing client reviews and reporting.

Deanna Strean is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience and a Series 66 designation. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, Contrary Investment Advisors, and Strean Financial Services. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach that integrates active and passive strategies, third-party managers, and private funds, customizing portfolios to clients’ specific risk tolerance, liquidity, and tax circumstances.

Cathie Clontz is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including BB&T Securities, PNC Investments, and Edward Jones. She is based in Charlotte, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, and offers ongoing client reviews and reporting.

Lamar Johnson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 and Series 63 designations and has been with Truist Investment Services since 2021, following roles within the Truist and SunTrust organizations. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting while operating as an affiliate of Truist Financial with extensive affiliated financial relationships.

Leslie Ortiz Quiroz is a CFP® with seven years of industry experience currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2026, Leslie worked at Wealth Enhancement Group, Carroll Financial Associates, Vertex Capital Advisors, and Charanda of Fort Mill. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, as well as employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that integrates active and passive strategies, third-party managers, and private funds tailored to clients’ specific risk, liquidity, and tax circumstances.

Robert Moore is a financial advisor with Empower Advisory Group in Lowell, NC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, JPMorgan Chase Bank, Wells Fargo, and New York Life Insurance Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Kermit Bolick is a financial advisor at Principal Financial Services with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Princor Financial Services Corporation since 2011. Outside of his advisory role, Bolick is involved with HUGGINS & COMPANY, CPA and sells health insurance through various carriers. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Peter Velissarios is a financial advisor with Truist Advisory Services based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, and Citigroup. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support asset allocation, manager selection, and ongoing portfolio monitoring.