Slayton Harpe

Jeremy Strader is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Horace Mann Investors, Inc. and Horace Mann Companies from 2015 to 2022. Outside of his advisory role, he is involved in selling life insurance and fixed annuities through Robinson & Associates. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets, serving individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers. The firm offers a range of services including financial planning, custom and model portfolios, and access to third-party managers, combining advisory and brokerage operations.

Bradley Happel is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Commonwealth since 2017 and previously at VOYA Financial Advisors from 2014 to 2017. He is also co-owner of Happel Financial, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering discretionary model portfolios and customizable program structures.

John Bruggman is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial and NewBridge Bank. Outside of his advisory role, he is involved in cabin rental operations through Virginia Backcountry Cabins. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Daniel Southard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is a board member of Pennrose Park Country Club in Reidsville, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Marc Cobb is a financial advisor with Edward Jones in Reidsville, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved in managing several rental property businesses in North Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Clint Walker is a financial advisor with Edward Jones in Reidsville, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a pastor at Hygiene United Methodist Church and founded the Freedom Academy of NC, a school where he assists with operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and affiliated capabilities beyond advisory services.