Ponte Vedra, FL Sawgrass Corners Drive Office

Ryan Schafer is a financial advisor with Truist Advisory Services and holds the Series 65 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Deutsche Bank Securities Inc. and Morgan Keegan & Company, LLC. Schafer has been with Truist Advisory Services since 2022. 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.

Camille Noble is a Series 66 licensed financial advisor with Truist Advisory Services, based in Ponte Vedra Beach, FL. She has two years of industry experience, including prior roles at Bank of America and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, employing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

John Griffis is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. He has worked with Truist Advisory Services since 2021, following ten years at SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support investment decisions.

Todd Eastman is a CFP®, CFA®, and Series 66 licensed advisor with 15 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been with Truist Bank since 2009. He is based in Ponte Vedra, Florida. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager‑selection program through its AMC Advantage offering.

Mia Estrada Broadnax is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank and Cracker Barrel. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary strategies and integrates inter-affiliate resources and AI-enabled tools in its manager selection and oversight processes.

Stephanie Geisse is a Series 66-licensed financial advisor at Truist Advisory Services with 13 years of industry experience. She has worked with Truist and its predecessor firms in various capacities since 2015. 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 consulting supported by third-party platforms and AI-enabled research tools.

Bethany Tanner is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 65 and Series 66 designations and has worked previously at firms including Morgan Stanley, JPMorgan Securities LLC, and Regions Bank. 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 and non-discretionary management approaches supported by third-party platform relationships and an Equity Research team that employs AI-enabled tools.

Joseph Carnley Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently associated with Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 1999. Outside of his advisory role, he owns and manages an aircraft for personal use. 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.