Derek Yerdon is a Series 66 licensed advisor at Truist Advisory Services with 17 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bbtis. Outside of his advisory work, he and his wife rent out a beach house on a short-term vacation rental platform. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary approaches, supported by third-party platforms and an Equity Research team that incorporates AI-enabled tools to assist in manager selection and oversight.

Misty Cox is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked within Truist-affiliated firms since 2015, including Truist Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to implement advice.