Julia Moody is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2023. Her prior experience includes roles at Regions Bank, Cetera Investment Services LLC, and BB&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated entities.

Samantha Butler is a financial advisor at Raymond James Financial with six years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and State Farm Insurance. Outside of her advisory role, she is an author and has published a poetry book. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations.