Charlotte, NC Cascade Pointe Blvd Office

Jeffrey Emperador is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His career includes multiple roles within Truist-affiliated entities and prior experience at Empower Financial Services and BB&T Securities. 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 utilizes a combination of traditional research and AI-enabled tools to support its advisory services and offers partnerships with Envestnet platforms and retirement solutions.

Jasmine Martin is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Truist Advisory Services and Truist Investment Services since 2022, following prior roles at VALIC Financial Advisors and Wells Fargo Clearing. Truist Advisory Services provides 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-enabled tools to support its advisory offerings and leverages its affiliation with Truist Financial to deliver a range of integrated financial services.

Jarod Walker is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Truist, he worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Tristate Financial Advisors. Outside of his advisory role, Jarod has operated a small business renting private bedrooms in a personal property. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and partners with Envestnet platforms to deliver tailored investment management and ongoing client support.

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.

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.

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.

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.

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.

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.

Mohamed Cherif is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked with Wells Fargo Clearing and People's Securities, Inc. 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 setting, and manager selection via the Envestnet platform, offering ongoing client reviews and leveraging both traditional and AI-enabled research tools.

John Teeter Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Truist Investment Services. 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 client input, defined goals, and asset allocation strategies to recommend or onboard managers via the Envestnet platform, offering ongoing research, monitoring, and reporting.

Thomas Roediger is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms including BB&T Securities, PNC Wealth Management, and National Planning Corporation. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its advisory process and offers services through multiple affiliated financial entities.

Mary Davis is a financial advisor at Truist Advisory Services with three years of industry experience. She holds a Series 66 designation. Her prior work includes roles at Tony Silvagni Surf School and Carrigan Farms. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools while offering services through the Envestnet platform and partnering with Envestnet Retirement Solutions for retirement plans.