Jamie Upton is a financial advisor with Truist Advisory Services in Dalton, GA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Truist, Jamie held various roles within BB&T and its affiliated entities from 2014 to 2021. Outside of advisory work, Jamie serves as an independent consultant for Scentsy, focusing on product sales to family and friends. 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 AI-enabled research tools to support its investment approach.

Hayley Bennett is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has two years of industry experience, including three years at Truist Investment Services and fourteen years at Truist Bank. Outside of her advisory work, she owns a small photography business and serves as Treasurer for the Kiwanis Club of Calhoun/Gordon County. 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, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.