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.

Blaklee Wolfe is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Southern Bank and Trust, Credit Union Investment Services, and Wells Fargo. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Kasey Fletcher is a Series 66–licensed financial advisor with eight years of industry experience. Kasey has worked at Edward Jones for nine years and LPL Financial LLC for one year. Prior to his financial services career, he spent three years with the Beaufort County Sheriff's Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ashley Woolard is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and has 21 years of industry experience. She has been with Edward Jones since 2004. 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 through a nationwide network of financial advisors and branch offices.