Cody Mc Collem

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.

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.

Robert Gallert is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Infinex Investments, Inc. since 2014. Outside of advisory work, he is the owner and manager of Riverfront Capital, LLC, an investment-related business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including customized financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s advisory network employs a combination of fundamental and technical analysis and primarily manages non-discretionary assets.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including roles at New York Life Insurance Company since 1988 and NYLife Securities LLC since 1989. Donaldson also operates Donaldson Insurance and Financial Services, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and manages over $25 billion in regulatory assets.

Justin Perri is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at HomeTrust Bank, Wells Fargo, First Horizon Bank, and SunTrust Bank. Outside of his advisory work, Perri serves as a board member and volunteer for Kidz Dreamz Klub, which provides affordable after-school and summer camp programs for youth, and he is also a board member of the Lexington Kiwanis Club. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s advisory approach combines fundamental and technical analysis and features a predominance of non-discretionary assets, supported by extensive banking and credit union networks.

Thad Tucker is a CFP® professional with 28 years of experience, currently serving at First Citizens Investor Services, Inc. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in two real estate ventures focused on property purchase, development, and rental or resale. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by both fundamental and quantitative analysis, and benefits from its affiliation with a bank holding company.