Slayton Reavis Harpe

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.

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 with Cetera in Reidsville, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at Raymond James Financial and NewBridge Bank. Outside of financial advising, he has business interests in cabin rentals through Virginia Backcountry Cabins. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

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.

Geoffrey Haigler is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Edward Jones, where he has been employed since 2017, and previously worked at PwC from 2017 to 2019. Haigler serves as a board member of the Reidsville Downtown Corporation, contributing ideas to promote the downtown area of Reidsville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.