Amir Mossanen is a financial advisor with Truist Advisory Services in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at SunTrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as an investment advisor to a family trust through Westminster Advisory LLC, which manages discretionary family investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research, with a notable focus on inter-affiliate integration and manager oversight.

Stephen Scott is a financial advisor with Truist Advisory Services, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Truist, he worked in both professional sports organizations, including the Boston Red Sox and Detroit Tigers, and financial firms such as Morgan Stanley and Merrill Lynch. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches, supported by AI-enhanced research and inter-affiliate resources.