Patrick Hipkens is a CFA® charterholder with nine years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at The Vanguard Group, Inc. and other financial firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced research and comprehensive supervisory oversight.

Andrew Breasure is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2022. His prior roles include positions at North Carolina State University, The Ability Experience, and Steward Wealth Strategies. Outside the advisory field, he is president of Tau Properties, Inc., a nonprofit housing corporation supporting the Pi Kappa Phi fraternity at NC State, where he oversees budget and alumni events. 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, supported by third-party platforms and AI-enabled research tools.

George Bowery is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary relationships supported by third-party platforms and AI-enabled research tools.