Julia Moody is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously held roles at Regions Bank, Cetera Investment Services, and BB&T Securities. 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 uses both discretionary and non-discretionary management approaches, leveraging third-party platforms and AI-enabled research tools to support investment decisions and manager selection.

Samantha Butler is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and State Farm Insurance. Outside of finance, she is the author of a poetry book available on Amazon. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, with a focus on tailored, non-discretionary advice supported by firm research and a diverse range of portfolio management styles.