James Austin is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Truist Advisory Services since 2021 and has prior experience at Bb&T Securities, LLC dating back to 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Jonathan Robinson is a financial advisor with Truist Advisory Services in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Scott & Stringfellow, Inc., and Bb&T Securities, LLC. 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 through both discretionary and non‑discretionary approaches. The firm integrates inter‑affiliate resources and uses AI-enabled research tools to support its investment strategies.

Robert Hooks Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked with Truist and its predecessor firms since 2013. Outside of his advisory role, he serves as a board member of the North Asheville Little League. 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 third-party platforms and inter-affiliate resources to implement and oversee investment strategies.

Hannah Kennicott is a financial advisor with Truist Advisory Services in Asheville, NC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Thrivent Financial, LPL Enterprise, and The Prudential Insurance Company of America. Outside of finance, she has experience working at Culver's Garden Center & Greenhouse. 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 and non-discretionary manager strategies and integrates advanced tools and inter-affiliate resources to support its investment offerings.

John Delaloye is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Before joining Truist in 2026, he spent ten years at Diamond Brand Gear. 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 manager relationships and non-discretionary consulting and offers the AMC Advantage manager-selection program supported by AI-enabled equity research and inter-affiliate integration.

Brock Himan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has previously worked at Merrill and BB&T Securities before joining Truist in 2021. Outside of his advisory role, he serves on the board of a Christian youth program, providing advisory support for their programming. Truist Advisory Services offers 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 and manager arrangements.

William Smith is a CFP®-designated financial advisor with 23 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously spent 12 years with TD Bank, N.A. and TD Private Client Wealth LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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.

Robert Sheppard is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at Truist Investment Services and Truist Bank. Outside of finance, he owns and operates Basil and Bunz Ventures LLC, a custom woodworking, furniture, and laser engraving business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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.