Charles Rusmisel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2021 and previously worked at BB&T Investment Services and BB&T Securities from 2002 to 2021. Outside of his advisory work, he serves as the head wrestling coach for Clifton Middle School and participates in his local church's personnel committee. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s financial channels.

John Wilson is a financial advisor with Edward Jones in Covington, VA, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and Transamerica Agency Network. Outside of his advisory work, he is a member of the Bear Loop Hunting Club, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is noted for its extensive advisor and branch network as well as affiliated capabilities such as a trust company and securities-based lending.