Andy Andrew Millard

Roger Clifton is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Clifton, Roger Lambert since 2007, operating an independent investment advisory firm based in Columbus, NC. The firm is a Massachusetts-registered, sole-proprietor adviser providing non-discretionary financial and investment counseling to individuals and high-net-worth clients. Clifton, Roger Lambert employs multiple analytical methods to develop investment recommendations and serves a small number of clients with large account sizes.

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.

Eric Lanier is a financial advisor with Edward Jones in Whiteville, NC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he owns Lanier Ventures LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,700 advisors and manages approximately $1.01 trillion in assets.

Carl Gore is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. 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 services including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Dew is a financial advisor with Ameriprise in Carolina Beach, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement who meet specific asset thresholds, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies, serving a broad client base.