Catherine Smith

Welsford Bishopric is a financial advisor at Hyperion Management Holdings, LLC, holding Series 63 and Series 65 designations with several years of industry experience. His prior roles include positions at HGGC and Bank of America Merrill Lynch. Hyperion Management Holdings provides portfolio management and investment advisory services primarily to high-net-worth individuals. The firm employs a combination of fundamental, quantitative, and technical analysis using various investment vehicles and generally operates with discretionary trading authority on behalf of clients.

Vaughn Heydel is a CFP® professional with 15 years of industry experience, currently serving at Financial Designs Corporation since 2007. He holds a Series 63 license and works in a team of three advisors based in Stokesdale, NC. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm uses an active management approach combining charting, technical, fundamental, and cyclical analysis, offering both discretionary and non-discretionary relationships through its proprietary wrap fee program.

Darryl Cermak Serfass is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory work, he is involved in marketing nutritional products on a limited basis. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting through a network of over 200 advisors, utilizing model portfolios and third-party managers.

Cody Mc Collem is a financial advisor at Credit Union Investment Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Members Trust Company and State Employees' Credit Union, among other related entities. Outside of his advisory roles, he provides DJ services for various meetings and events. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs along with fixed-income products and a long-term, goals-based planning approach.

Mark Brisson is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has three years of industry experience and has been associated with State Employees' Credit Union since 2014, where he also provides financial advisory services. In addition, he is an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning. The firm emphasizes low-cost, index-based mutual funds and ETFs, with recommendations implemented at the client’s discretion.

Dustin Garrett is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. He has nine years of industry experience and has worked at Credit Union Investment Services since 2017. He also holds roles with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.