Welsford Scott Bishopric

Jeremy Strader is a financial advisor with Lincoln Investment in Reidsville, NC, holding Series 63 and Series 65 licenses and offering 10 years of industry experience. He previously worked at Horace Mann Investors, Inc. and Horace Mann Companies for seven years before joining Lincoln Investment in 2022. In addition to his advisory role, he is also licensed to sell life insurance and fixed annuities through Robinson & Associates. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Robert Gallert is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. since 2014. Gallert is also the owner and manager of Riverfront Capital, LLC, an investment-related business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a distinctive hybrid adviser/broker-dealer model.

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.

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.

Autumn Morris is a CFP® professional with eight years of industry experience currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at New College Institute from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.