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.

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.

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.

Cody Mc Collem is a financial advisor at Credit Union Investment Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Members Trust Company and State Employees' Credit Union, among other related entities. Outside of his advisory roles, he provides DJ services for various meetings and events. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs along with fixed-income products and a long-term, goals-based planning approach.

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.

Robert Gallert is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Infinex Investments, Inc. since 2014. Outside of advisory work, he is the owner and manager of Riverfront Capital, LLC, an investment-related business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including customized financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s advisory network employs a combination of fundamental and technical analysis and primarily manages non-discretionary assets.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including roles at New York Life Insurance Company since 1988 and NYLife Securities LLC since 1989. Donaldson also operates Donaldson Insurance and Financial Services, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and manages over $25 billion in regulatory assets.

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.

Thad Tucker is a CFP® professional with 28 years of experience, currently serving at First Citizens Investor Services, Inc. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in two real estate ventures focused on property purchase, development, and rental or resale. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by both fundamental and quantitative analysis, and benefits from its affiliation with a bank holding company.

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.

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.

Paul Decongilio is a financial advisor at Fidelity with eight years of industry experience and a Series 66 credential. His prior work includes roles at Wells Fargo Clearing, Bank of America, Merrill, and positions in the ridesharing and food delivery sectors as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Catherine Smith is a financial advisor with Raymond James Financial Services Advisors Inc. in Madison, NC, holding Series 63 and Series 66 licenses with 28 years of industry experience. She previously worked at Edward D. Jones & Co., L.P. for 19 years before joining Raymond James in 2016. Outside of her advisory role, she owns Living Stone, LLC, a support company not related to investment activities. Raymond James Financial Services Advisors serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans based on client risk profiles and providing various implementation options through brokerage and advisory accounts.

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.

Johnny Berry is a financial advisor at Blueprint Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and State Employees Credit Union. Outside of his advisory role, he is an agent on record for American Benefits, focusing on Medicare supplements. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach that combines strategic and tactical asset allocation using proprietary trend-following and momentum-based signals.

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.

Justin Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2016, he worked at Edward Jones from 2010 to 2016. Outside of his advisory work, he owns a music group called Declaration Worship, which produces music and performs concerts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, with a focus on tailored recommendations and multiple implementation options, supported by firm research and an extensive affiliate network.

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.

Mark Harris is a financial advisor with Thrivent Investment Management holding a Series 66 credential. He has been with Thrivent and its affiliated entities since 2025, following prior experience at Hoffman & Hoffman, Amazon, and Guilford College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial planning on various topics without implementation or discretionary trading authority. The firm combines goal-based analyses with managed-account options through its WealthPlan platform while maintaining planning and portfolio services separately.

Sandra Scott is a financial advisor with Edward Jones in Walnut Cove, NC, holding a Series 66 designation and 16 years of industry experience. She has worked at Edward Jones in various capacities since 2014. 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 investment strategies and affiliated products, operating under a fiduciary standard and maintaining one of the largest advisor and branch footprints in the industry.

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.

Benjamin Hawkins is a financial advisor at Edward Jones in Madison, NC, holding the ChFC® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2016 and previously worked at NC Farm Bureau from 2015 to 2016. Outside of advising, he is the owner and manager of Hawkins Investment Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive nationwide network of advisors and branches, as well as affiliated services including trust and securities-based lending.

David Bailey is a financial advisor with LPL Financial in Stokesdale, NC, holding a Series 63 designation and 22 years of industry experience. He has been with LPL Financial since 2009. Bailey also operates a DBA under the name Bailey Financial in Stokesdale. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Laura Clay is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked in education at several schools, including Forsyth Country Day School and Chatham Hall. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large national network of advisors and branch offices. The firm offers a range of investment strategies and affiliated products under a fiduciary standard.

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.

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.