Gerald Terry Summerlin Jr.

David Garrison is a financial advisor with Edward Jones in Summerfield, NC. When it comes to investing, what do you value? A strategy designed for your situation? A financial advisor who truly understands you and what you’re trying to achieve, and will partner with you over the long term to help keep you on track? What about disciplined, objective guidance? When we work together, you get all of that in more. I will work with you to create a personalize financial strategy with the advice, tools and resources to help you reach your goals. Your investment strategy should be personalized to you. So before I recommend any strategy, we first work closely together to understand what is most important to you, including my approach to this in three important ways: 1. Your Goals 2. Your comfort with risk. 3. Your choices for how you’d like to work together. David Garrison holds a Series 7 and Series 66 designation and seven years of industry experience. He has previously worked at Wells Fargo Clearing, Mass Mutual Carolinas, Symmetry Financial Group, and Key Resources Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Welsford Bishopric is a financial advisor at Hyperion Management Holdings, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at North Sound Management, Wolf Hill Capital, and HGGC. Hyperion Management Holdings provides discretionary and non-discretionary portfolio management and subadviser services primarily to high-net-worth individuals and other investment advisers, emphasizing equities while employing a range of strategies including long- and short-term trading and options. The firm uses a combination of fundamental, quantitative, and technical analysis and offers performance-based fee arrangements for qualified clients.

Jeremy Strader is a financial advisor with Lincoln Investment in Reidsville, NC, holding Series 63 and Series 65 licenses and offering 10 years of industry experience. He previously worked at Horace Mann Investors, Inc. and Horace Mann Companies for seven years before joining Lincoln Investment in 2022. In addition to his advisory role, he is also licensed to sell life insurance and fixed annuities through Robinson & Associates. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Darryl Cermak Serfass is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory role, he is involved in direct sales of nutritional products through Juice Plus. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management using various strategies and technology platforms, and maintains a network model supported by affiliations with LPL Financial and third-party service providers.

John Mazza is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also owner of Summerfield Wealth Advisors LLC. Outside of his advisory work, Mazza is involved in film production as an executive producer and actor, and serves as treasurer for Bsides Triad, a community-driven information security organization. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory using a variety of investment strategies and operates multiple program platforms with access to diverse product options.

Bradley Happel is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Commonwealth since 2017 and previously at VOYA Financial Advisors from 2014 to 2017. He is also co-owner of Happel Financial, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering discretionary model portfolios and customizable program structures.