Robert Edward Gallert

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.

Vaughn Heydel is a CFP® professional with 15 years of industry experience, currently serving at Financial Designs Corporation since 2007. He holds a Series 63 license and works in a team of three advisors based in Stokesdale, NC. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm uses an active management approach combining charting, technical, fundamental, and cyclical analysis, offering both discretionary and non-discretionary relationships through its proprietary wrap fee program.

Adam Mcmillian is a financial advisor at Tidemark, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Cannon Wealth Management. Outside of his advisory role, he serves on the board of Stokes United, a nonprofit organization that raises funds for local charities. Tidemark, LLC provides investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm manages $462.5 million in assets and constructs tailored portfolios using a range of investment products, incorporating fundamental and technical analysis in its process.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC. He holds the ChFC® designation and has 37 years of industry experience. Donaldson has worked with Eagle Strategies since 2001 and operates Donaldson Insurance And Financial Services, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, mainly on a non-discretionary basis, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Justin Perri is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Wells Fargo, First Horizon Bank, and SunTrust Bank. Outside of his advisory work, he serves on the board of Kidz Dreamz Klub, which provides affordable after-school and summer programs for youth, and is a board member of the Lexington Kiwanis Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that emphasizes firm supervision alongside advisor-managed accounts.

Shayna Lloyd is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she has held positions at Ruffalo Noel Levitz and Barham & Associates, CPA, and is currently a student at UNC Chapel Hill. Outside of finance, she is involved with Lloyd's Heating and Air Conditioning, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers various investment strategies, with a large nationwide network of advisors and branch offices.