Lauren Fields

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.

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.

Jeremy Strader is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and 10 years of industry experience. He previously worked at Horace Mann Investors and Horace Mann Companies for seven years before joining Lincoln Investment in 2022. In addition to his advisory role, he is an agent selling life insurance and fixed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, particularly focusing on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, utilizing both strategic and dynamic approaches supported by a dedicated Investment Management & Research team.

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.