John Tulloss III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include various advisory and investment positions within Truist and its predecessor firms. Outside of his advisory work, he co-manages Battleground Farms, LLC, overseeing bookkeeping responsibilities for the family farm and timber operations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Carlo Oldani is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities for eight years. He serves on the local board of directors for Public Radio East, a volunteer role supporting the regional NPR affiliate in Eastern North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and third-party platforms.

Ashley Hardison is a Series 66-credentialed financial advisor with 10 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, where she has worked since 2021. Prior to that, she was with BB&T Securities from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and uses advanced tools, including AI-enabled research, to support its investment process.