Richmond, VA 1001 Semmes Ave Fl 3 Office

Kelly Spelsberg is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021, following a decade at BB&T Securities. Based in Richmond, VA, she serves clients through the enterprise-level firm. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Burnett Miller IV is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds the Series 66 designation and has worked at various affiliated entities including BB&T Securities and SunTrust Advisory Services. 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 and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Roxanne Judge is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds the Series 66 designation and has worked previously with BB&T Securities and Wells Fargo Advisors. 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, using third-party platforms and AI-enabled research tools to support its investment approach.

Ann Marie Norman is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has held positions at multiple Truist entities and their predecessors, including Truist Securities, SunTrust Advisory Services, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, employs third-party platforms and manager arrangements, and integrates inter-affiliate resources to support its AMC Advantage manager-selection program.

Justin Perez is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and is based in Richmond, VA. His prior work experience includes roles at Truist Investment Services, Professional Recruiting International, and Pepsico. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Cary Daly is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Equitable Advisors, AXA Advisors, LLC, and Lincoln Financial Advisors Corporation. 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.

Melanie Nunnally is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Advisory Services, and Scott & Stringfellow, Inc. She has been with Truist Advisory Services since 2021. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non‑discretionary consulting, supported by third‑party platform agreements and AI-enabled research tools.

Todd Via is a Certified Financial Planner® (CFP®) with 27 years of industry experience. He is currently with Truist Advisory Services and has held roles at SunTrust Advisory Services and SunTrust Securities, Inc. for over two decades. Outside of advising, he manages a rental property in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Susanna Rountree is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Truist Advisory Services. She has been with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering asset allocation, investment policy analysis, and manager-selection programs supported by integrated inter-affiliate platforms and AI-enhanced research.

Mark Dinora is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and Capital One Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Timothy Judge is a financial advisor at Truist Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses with nine years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and First Citizens Bank and Investor Services. 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 supported by third-party platforms and AI-enabled research tools.

Patrick Breen is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Truist. 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 third-party platforms, with a focus on inter-affiliate integration and oversight.

Roman Pickering is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been associated with SunTrust Advisory Services since 2016 and with related SunTrust entities since 2015. 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 strategies supported by third-party platforms and AI-enabled research tools.

Bradley Ostermann is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Allegis Group (Aerotek). Outside of his advisory work, he is an active baseball umpire, officiating games at youth, high school, and local adult league levels. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research, with a distinctive approach involving inter-affiliate integration across affiliated broker-dealer and bank services.

Tyler Bowman is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at WealthForge Securities, LLC, before joining Truist Investment Services and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, offering asset allocation, investment policy analysis, and fiduciary support. The firm uses a combination of discretionary and non-discretionary approaches and leverages third-party platforms and AI-enabled research tools in its manager selection and oversight processes.