Billie Charlton is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Truist Advisory Services since 2021 and was previously with BB&T Securities for eight years. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by a range of third-party platforms and manager relationships.

Justin Jones is a financial advisor with Truist Advisory Services, holding a Series 66 designation and seven years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously affiliated with BB&T Securities. Based in Myrtle Beach, SC, Jones is part of a large advisory team providing investment consulting and fiduciary support. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enhanced research to support its client services.

Debra Towns is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, BB&T Securities, and Scott & Stringfellow. She is also co-owner and officer of Regency Builders of the Carolinas Inc., a commercial and residential building company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary approaches.