Winston, NC Office

Dean Castor Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investments and BB&T Securities. Outside of his advisory role, he serves as President of the Villages of Skull Creek II Dock Owners Association, a property owners association in Hilton Head Island, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, implementing advice through a mix of discretionary and non‑discretionary strategies supported by third‑party platforms and an integrated inter‑affiliate operating structure.

David Peterson is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously spent over two decades at Scott & Stringfellow, Inc., including eight years at BB&T Securities, LLC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Brett Hoge is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Truist Advisory Services and its affiliated entities since 2021, following prior roles at BB&T Securities and Scott & Stringfellow. Outside of his advisory work, Hoge is involved in several nonprofit organizations, including founding and serving as president of the LVH ALS Foundation and holding board positions with JDRF Piedmont Triad Chapter and the Appalachian State University Foundation, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, supported by third-party manager relationships and AI-enabled research tools, with a notable level of inter-affiliate integration within its broader financial services network.

Dennis Mauk Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill from 2015 to 2021. 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 tools as part of its research and portfolio oversight.

Betty Deal is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several Truist-related entities, including Truist Investment Services, SunTrust Advisory Services, and Bb&T Securities. Her career includes long-term roles at Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm employs a combination of discretionary and non-discretionary strategies, integrates multiple affiliates, and utilizes AI-enhanced research tools in its investment process.

Harrison Cross is a financial advisor at Truist Advisory Services in Winston-Salem, NC, holding CFP® and CFA® designations with six years of industry experience. Prior to joining Truist Investment Services in 2019, he worked at Satchel Health for two years. 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 supported by AI-enabled equity research and integrated inter-affiliate resources.

Matthew Nadeau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Truist Advisory Services since 2021, and previously held roles at Bank of America, Merrill, First Citizens Investor Services, and BB&T. 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, combining discretionary and non-discretionary management through affiliated platforms and technology-enhanced research.

Alexander Barrett is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities beginning in 2014. Barrett serves on the boards of the Centers of Aging and Rehabilitation of Florida, Inc., and the Winston Salem Foundation, where he also holds the position of Treasurer. 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 third-party platforms and AI-enabled research tools.

Christine Frazier is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Bb&T Investment Services, Inc. from 2013 to 2021. 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 tools to support its AMC Advantage manager-selection program and ongoing due diligence.

Elizabeth Madden is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Truist Advisory Services since 2016. 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 combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Martha Hix Siceloff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at Bb&T Securities, LLC and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Joshua Crane Sr. is a CFP® with 18 years of industry experience, currently serving with Truist Advisory Services. He has held positions within Truist and its predecessor firms since 2012. Outside of his advisory work, he serves on the board of Providence, a nonprofit focused on culinary training, and is involved with the Second Harvest Food Bank of Northwest North Carolina as both a foundation committee member and at-large board member. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary approaches supported by third‑party research and platform arrangements.

Jillian Spinelli is a Series 66-licensed financial advisor with Truist Advisory Services in Winston-Salem, NC, bringing 10 years of industry experience. She has worked with various Truist and BB&T entities since 2016. Outside of her advisory role, she serves on the board of The Bethesda Center, a local homeless shelter. 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 advanced research tools and inter-affiliate integration.

Aaron Spivey is a CFP® professional with six years of industry experience, currently serving at Truist Advisory Services. His work history includes roles at Truist Investment Services and BB&T entities. He serves on the board of Trellis Supportive Care, participating in its Investment Committee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and proprietary research tools.

Jennifer Laughlin is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Merrill from 2014 to 2018 and SunTrust Investment Services since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program called AMC Advantage. The firm employs both discretionary and non-discretionary approaches and integrates multiple affiliated entities to deliver its services.