Jamie Upton is a financial advisor with Truist Advisory Services in Dalton, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Truist Advisory Services in 2021, Jamie worked at BB&T and its related entities from 2014 to 2021. Outside of advising, Jamie is an independent consultant for Scentsy, providing products to family and friends. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary investment management approaches supported by third-party platforms and AI-enabled research.

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.