Kimberly H Clark

Welsford Bishopric is a financial advisor at Hyperion Management Holdings, LLC with two years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at North Sound Management, Wolf Hill Capital, and HGGC. Hyperion Management Holdings provides portfolio management and subadvisory services to high-net-worth individuals and advisory firms, using a combination of fundamental, quantitative, and technical analysis alongside various trading techniques. The firm emphasizes documented client strategies, discretionary management, and employs performance-based compensation in its active “core” strategy.

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.

Jennifer Nease is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and with 31 years of industry experience. Her career includes long tenure with BB&T-affiliated firms prior to joining Truist Advisory Services in 2021. Outside of her advisory role, she owns a second home in Columbia, SC, which she occasionally rents. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform relationships and AI-enabled research tools within an integrated affiliate structure.

Cory Hart is a financial advisor at Stifel with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Raymond James Financial Services, Higginbotham, Insurors of Texas, and GIA Insurance. He serves as a board member for the Martinsville Henry County Chamber of Commerce. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Autumn Morris is a CFP® professional with eight years of industry experience currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at New College Institute from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Fields is a financial advisor with Edward Jones in Eden, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2022, she worked for Rockingham County Schools from 2019 to 2022 and at UNC - Charlotte from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.