Jessi Burkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Truist Investment Services and BB&T Securities, with a combined tenure at her current firm since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research, with a notable level of inter-affiliate integration across its services.

Stephen Shewmake is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Truist Investment Services and BB&T Securities, and is also the owner of Onward Fitness, LLC, a personal training and exercise business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and an integrated Equity Research and Investment Advisory team.

Michael Leslie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Truist Advisory Services since 2016 and at Truist Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches integrated with affiliated broker-dealer and bank services.