Robert Gallert

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.

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.

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.