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.

Darryl Cermak Serfass is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory work, he is involved in marketing nutritional products on a limited basis. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting through a network of over 200 advisors, utilizing model portfolios and third-party managers.

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.

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.

John Mazza is a financial advisor at Ameritas Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Investment Corp and Axa Advisors, LLC. Outside of his advisory work, Mazza is involved in film production as an executive producer and actor, and serves as treasurer for Bsides Triad, a community-driven information security event organization. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing both model portfolios and custom strategies.

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.

Kyle Anderson is a financial advisor with Ameritas Advisory Services, LLC holding a Series 66 designation and two years of industry experience. Prior to his financial advisory roles, he worked at Honda Aircraft Company, LLC for eight years. He is also involved with Summerfield Wealth Advisors, where he assists with comprehensive planning, insurance, and financial strategy. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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.

Robert Ohanlon is a financial advisor at Cambridge Investment Research Advisors with 40 years of experience. He holds Series 63 and Series 65 credentials and has worked previously at Nationwide Securities Inc and Nationwide Insurance. Ohanlon is also a board member of the War Memorial Foundation and the Boy Scouts of America, where he serves as Chairman of the Eagle Board. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a network of independent financial professionals, offering financial planning, portfolio management, and retirement plan advisory services.

Lauren Fields is a financial advisor with Edward Jones in Eden, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2022, she worked for Rockingham County Schools from 2019 to 2022 and at UNC - Charlotte from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Janice Wuebker is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following roles at Schwab Retirement Plan Services, Charles Schwab, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm manages day-to-day portfolio oversight and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

James Garrison is a financial advisor with Edward Jones in Summerfield, NC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Wells Fargo Clearing, Mass Mutual Carolinas, Symmetry Financial Group, and Key Resources Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Colon Knight is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is involved in consulting on quality procedures for a company in North Gibsonville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

Faisal Almubaslat is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work history includes roles at North Carolina Fusion, San Diego 1904 FC, and positions at the University of North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of proprietary methodologies and formal advisory roles to registered investment companies.

Andrew Mayon is a CFP® with 15 years of industry experience and has been an advisor at Edward Jones since 2011. He is also the owner of Andrew Jay Photography, a freelance real estate photography business based in Greensboro, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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.

Christopher Brown is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Truist Investment Services, Inc./BB&T Securities, LLC. Brown is currently based in Eden, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Kathy Hale is a financial advisor with Edward Jones in Eden, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Dyanna Bogaert is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, Bogaert serves as the head coach for middle school tennis and is the treasurer of the board of directors for Send Us International. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services through a nationwide network of advisors and branch offices.

Samuel Phillips is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked for six years at Rockingham County Schools and has been involved in managing Blue Sky Builders LLC and Phillips Properties of Rockingham Co LLC since 2005. Outside of his advisory role, Phillips coaches boys Junior Varsity basketball at a local community high school. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

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.

Kevin Pattman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Group for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety 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.

Geoffrey Haigler is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He has prior experience at PwC and a background that includes roles both in financial services and the construction industry. He is a board member of the Reidsville Downtown Corporation, where he contributes ideas to promote the local downtown area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting more than $1 trillion in assets under management.

Gerald Summerlin Jr. is a CFP® professional with over 32 years of experience in the financial industry. He has been with Ameriprise since 1993, currently serving in Reidsville, NC. Outside of his advisory work, he is involved as a musician with GT Live. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. It offers a specialized retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

Emma Crabtree is a financial advisor at Edward Jones in Reidsville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in healthcare networks and home care services. Additionally, she serves as the director of a YMCA summer soccer camp, overseeing activities for children ages 7 to 15. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Trevor Haga is a CFP®-certified financial advisor with Edward Jones, based in Reidsville, NC, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at BDO USA, LLP and held positions at Bank of America, Merrill, and other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Slayton Harpe is a Series 66-licensed financial advisor with Edward Jones in Bermuda Run, NC, and has 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Harpe serves as president of the Mocksville Rotary Club. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with a broad range of investment advisory and wealth management services supported by a large national network of advisors.

Anna Knight is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she spent a total of nine years affiliated with Emory University in various capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Pruitt is a financial advisor with Edward Jones in Reidsville, NC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and 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.

Eric Simpson is a financial advisor with Edward Jones in Reidsville, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kalynn Roland is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she owns a rental property business in Reidsville, NC. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.