Fort Lauderdale, FL E Las Olas Blvd Office

Michael Brin is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, Bb&T Bank, and Bbtis. He is a board member of Debbie's Dream Foundation, a nonprofit focused on funding research for curing stomach cancer. 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 supported by AI-enabled research tools.

Joel Goren is a CFP® professional with 10 years of industry experience, currently serving at Truist Advisory Services in Fort Lauderdale, FL. He has worked at Truist and its predecessor entities since 2017 and previously spent three years at City National Bank of Florida. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Bryan Bornschein is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at Valley Wealth Managers, Valley National Bank, and JP Morgan. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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, to deliver its investment solutions.

Matthew Mc Kean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Fiduciary Trust, JPMorgan Securities LLC, and Merrill, where he spent over two decades. He is based in Fort Lauderdale, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a multi-affiliate operating structure.

Philip Verde is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Truist Advisory Services since 2016 and holds additional roles at Truist BANKS, INC. and Truist Investment Services, Inc. outside of his advisory work, he serves on the board of the Broward County Film Society, a nonprofit organization that operates cinemas and organizes the Fort Lauderdale International Film Festival, and he is involved in private investments related to film production. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary manager relationships and third-party platform arrangements.

Ann Ruane is a financial advisor with Truist Advisory Services holding a ChFC® designation and Series 63 and 65 licenses, and she has 27 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

William Merrigan is a financial advisor with Truist Advisory Services holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, E*Trade Capital Management LLC, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party platforms and manager relationships, to implement customized investment solutions.

Renee Johnson is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She previously worked at JPMorgan Chase Bank and Wells Fargo in various roles from 2015 to 2025. Outside of her advisory work, she serves on the executive board and finance committee of Friends of WLRN, a local public media nonprofit, and is on the executive board of the Boca Bowl, an event managed by ESPN Events. 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 approaches supported by third-party platforms and manager relationships.

Sasha Lauzon is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining SunTrust Advisory Services in 2018, which later became Truist Advisory Services. Outside of finance, he is also a disc jockey and serves as the president of DJ Sasha Lauzon, a musical curation business based in Miami. 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 fiduciary support, implementing advice through discretionary and non-discretionary manager relationships alongside AI-enabled research and integrated inter-affiliate resources.

Daniel Featherston is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank over an 11-year span before joining Truist in 2026. 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 strategies, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.

Perry Long is a CFA® charterholder with seven years of industry experience. He is currently with Truist Advisory Services and previously worked at Wells Fargo Bank. In addition to his advisory role, he teaches trust and wealth management at the Florida Trust School. 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 management approaches and utilizes AI-enabled tools alongside traditional research in its manager selection process.

Jeffrey Oliverio is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2018, including prior roles at Wells Fargo Advisors. Outside of his advisory work, he serves as the Finance Director on the executive board of My Hollywood Pride, a nonprofit organizing an annual LGBTQ Pride festival in Hollywood, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integrations.

James Haines is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, and Wells Fargo. Outside of his advisory work, he is a member of LRJTJ, LLC, a partnership owning commercial real estate in Blue Ridge, Georgia. 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 manager relationships and employs AI-enabled research tools as part of its investment oversight and manager selection processes.

John Griffin is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with Suntrust Investment Services, Inc. since 1997. Outside of his advisory role, he is involved in several entrepreneurial ventures, including a music production LLC supporting an emerging artist and partnerships in advertising and construction-related businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm integrates extensive inter-affiliate arrangements and employs AI-enabled tools to support manager selection and ongoing portfolio oversight.

Shirley Lopez is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Truist in 2016. 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 implemented through a combination of discretionary and non-discretionary approaches.