Jonathan Collins is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2021. Prior to this, he held positions at Fifth Third Securities, Fifth Third Bank, and BB&T, including BB&T Investments and Bb&T Securities. Collins serves as treasurer for a nonprofit founded by his daughter that raises funds for local charities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and uses third-party platforms and AI-enabled tools to support investment decision-making.

Mary Norman Hales is a Series 66-credentialed financial advisor with five years of industry experience. She is currently with Truist Advisory Services and previously worked at Ameriprise Financial Services. Outside of her advisory work, she serves as a councilwoman for the town of Kenly, North Carolina, participating in local government decision-making. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Adam Larcher is a Series 66-licensed advisor with Truist Advisory Services in Goldsboro, NC, with one year of industry experience. His career has been with various entities within the Truist organization since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.