Patrick Hipkens is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. He previously worked at The Vanguard Group, Inc. for four years and has held roles at Insights Global and Cardinal Financial LLC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools for investment management and provides ongoing client reviews and reporting.

Andrew Breasure is a CFP® professional with four years of industry experience, currently serving as an advisor at Truist Advisory Services. His background includes roles at North Carolina State University and Steward Wealth Strategies. Outside of his advisory work, he is president of Tau Properties, Inc., a nonprofit housing corporation affiliated with Pi Kappa Phi at NC State, where he oversees housing operations and alumni engagement. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI tools and offers services through its affiliation with Truist Financial, combining extensive bank and broker-dealer relationships.

George Bowery is a financial advisor with Truist Advisory Services in Cornelius, NC. He holds a Series 66 designation and has 14 years of industry experience. Bowery has worked with SunTrust Advisory Services and related entities since 2014. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm offers asset allocation strategies and manager selection through the Envestnet platform, supporting clients with ongoing research, monitoring, and reporting.