Randall Scott West is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Advisory Services and Truist Investment Services since 2021, following roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he is the president of The Bethany West LLC, which manages a family church building used for occasional community events. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

William Taylor is a Series 66-credentialed advisor with seven years of experience, currently with Truist Advisory Services. His prior experience includes roles at Bank of America, Merrill, and TRUIST Investment Services. He serves as a board member of the Martin County Economic Development Corporation and as a trustee for Martin Community College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, leveraging third-party managers and AI-enabled research tools, and operates with a high degree of inter-affiliate integration.