Charles Rusmisel is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the Truist firms since 2002 through their predecessor entities. Outside of his advisory work, he serves as head wrestling coach for a middle school team and participates in local election supervision. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured oversight process for manager selection and review.

Michael Shalhoup is a Senior Financial Advisor and the founding member of The Shalhoup Group at Merrill Lynch Wealth Management. He provides strategic financial recommendations tailored to individual client needs and focuses on all aspects of wealth management, including corporate stock award compensation. His services encompass personal banking, financial strategy, estate planning, wealth transfer, insurance, educational planning, lending, and retirement lifestyle requirements. Michael holds a BA degree in Economics from West Virginia University and has studied Finance and Economics at Bond University in Australia. He also holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and the Personal Investment Advisor (PIA) designation. Michael serves on the West Virginia University Chambers College of Business & Economics Finance Advisory Council. Michael has been recognized with the On Wall Street's "Top 40 Advisors Under 40" awards in 2018 and 2019 and has been named in Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2024. His professional approach emphasizes a holistic financial strategy that supports clients through all stages of life. Outside of his professional work, Michael's personal interests include adventure sports, boating, fishing, golfing, music, painting, photography, spending time with family, and traveling.

John Wilson is a financial advisor with Edward Jones in Covington, VA, holding Series 63 and Series 66 licenses with nine years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and Transamerica Agency Network. Outside of his advisory role, he is a member of the Bear Loop Hunting Club, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.