New York, NY Hudson Yards Office

Lawrence Kaplow is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill and Bank of America. Kaplow is based in New York, NY. 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 a manager-selection program supported by third-party platforms and research, combining discretionary and non-discretionary management approaches.

Joshua Gelber is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include positions at City National Bank and PNC Investments. 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 non-discretionary consulting supported by third-party platform arrangements and AI-enabled research tools.

Mohan Badgujar is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Merrill Lynch from 2005 to 2017 before joining Suntrust Advisory Services in 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business 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 inter-affiliate integration.

Tyler Tanen is a financial advisor at Truist Advisory Services with a Series 65 designation and three years of industry experience. He has worked at Truist Advisory Services and Truist Securities since 2021 and spent three years employed by the University of Rochester prior to that. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated approach with affiliated broker-dealer and banking services.

Jonathan Cohen is a financial advisor with Truist Advisory Services, based in New York, NY. He holds Series 63, Series 65, and Series 66 licenses and has 23 years of industry experience. His career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. before joining Truist in 2020. 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 integrated inter-affiliate service arrangements.

Erik Tozzi is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Chase Securities. Since 2018, he has been affiliated with the Truist firms in various advisory roles. Truist Advisory Services provides 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 AI-enabled research tools and inter-affiliate integration.

Kuron Harris is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Spencer Boggess is a financial advisor with Truist Advisory Services, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Genspring Family Offices, LLC, Suntrust Advisory Services, Inc., and Westleigh Consulting LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates technology and inter-affiliate resources to support its AMC Advantage manager-selection program and ongoing due diligence.

Alyssa Goldstein is a financial advisor at Truist Advisory Services with eight years of industry experience. She holds the Series 66 designation and has worked at firms including CitiGroup, Esquire Bank, and Wells Fargo in various advisory and banking roles. Goldstein is based in New York, NY. 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, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Austin Lian is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior work includes roles at Truist Wealth, Bank of America NA, Best Buy, and Super China Buffet. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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.

Jan Wysocki is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and previously worked at HSBC Securities (USA) Inc. and HSBC Bank (USA) N.A. for 19 years. Outside of his advisory work, he serves on the Board of Riverkeeper, a nonprofit organization focused on protecting and restoring the Hudson River. 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 employing a combination of discretionary and non-discretionary strategies, supported by AI-enhanced research and inter-affiliate integration.

Walter Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has previously worked at JPMorgan Securities LLC, Wells Fargo Bank, and City National Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary approaches with third-party manager relationships and AI-enabled research tools.

Wei Lu is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Credit Suisse Securities and UBS Securities before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program.

Jeffrey Herman is a financial advisor with Truist Advisory Services, holding a Series 66 designation and seven years of industry experience. His prior roles include seven years at JP Morgan Chase Bank NA and JP Morgan Securities LLC. He is currently based in New York, NY. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies and integrates third-party manager arrangements supported by AI-enabled research and supervisory oversight.

Shane O’Neill is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has one year of industry experience, including prior roles at Merrill and Truist Investment Services. Outside of finance, he has worked in diverse fields such as education and retail. 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 integrates services across its affiliated entities.