Lachelle Moses is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at BB&T Securities before joining Truist in 2015. Outside of her advisory role, she serves as a trustee and associate pastor at Children of God Victory Tabernacle Church, where she mentors youth and supports community affairs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates inter-affiliate resources, including its affiliated broker-dealer and bank, to deliver its AMC Advantage manager-selection program.

Carey Heywood is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2007. Outside of his advisory work, he is a self-published novelist. 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, and fiduciary support, implementing advice through both discretionary and non-discretionary manager relationships supported by third-party platforms and an AI-enabled equity research team.