Michael Greene

Roger Clifton is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Clifton, Roger Lambert since 2007, operating an independent investment advisory firm based in Columbus, NC. The firm is a Massachusetts-registered, sole-proprietor adviser providing non-discretionary financial and investment counseling to individuals and high-net-worth clients. Clifton, Roger Lambert employs multiple analytical methods to develop investment recommendations and serves a small number of clients with large account sizes.

I followed in my parents' footsteps and started out as a public school classroom teacher, later becoming a principal. At age 37 I made the switch to financial planning, growing a successful practice which I sold in 2016 to run for Congress. That campaign, though unsuccessful, renewed my commitment to helping others put their values to work in their own lives. Andy Millard Advisory leverages the ever-evolving landscape of socially-responsible investment options, giving clients the opportunity to express their ideals through their portfolio. What's more, the latest financial technology allows us to streamline the client experience while managing multiple portfolios efficiently, freeing me up to use my extensive experience to help clients make smart decisions and grow their assets. Learn more at www.AndyTheAdvisor.com

Charles Ward is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked concurrently at Members Trust Company since 2016 and at SeCU Life Insurance Company and SeCU Brokerage Services since 2014. Ward also serves as a Financial Advisory Services Specialist at State Employees’ Credit Union, where he has been employed since 2006. 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 emphasizes low-cost, index-based mutual funds and ETFs, along with fixed-income products and a long-term, goals-based planning approach.

Derek Yerdon is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously at Bb&T Securities and BBTIS from 2011 to 2021. Outside of his advisory role, he and his wife own a beach house that they rent on a short-term basis. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions using firm-level model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Misty Cox is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bbtis. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation, supported by proprietary research and comprehensive plan governance services.

Eric Lanier is a financial advisor with Edward Jones in Whiteville, NC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he owns Lanier Ventures LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,700 advisors and manages approximately $1.01 trillion in assets.