Robert Tweeddale is a financial advisor with Truist Advisory Services, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including ten years at Merrill and Bank of America prior to joining Truist. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver portfolio management and fiduciary support.

Rhona Macleod is a financial advisor at Truist Advisory Services with Series 66 registration and over 20 years of experience at Truist Bank. She has been with Truist Advisory Services and its affiliated entities since 2025. Outside of her advisory role, she operates an eBay consignment sales business called Quirky Wares. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches.