Welsford Bishopric is a financial advisor at Hyperion Management Holdings, LLC with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Hyperion, Bishopric held roles at North Sound Management and Wolf Hill Capital. Hyperion Management Holdings provides discretionary and non-discretionary portfolio management and subadviser services primarily to high-net-worth individuals and other investment advisers. The firm uses a combination of fundamental, quantitative, and technical analysis to construct individualized portfolios, often emphasizing equities and employing a variety of trading strategies.

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.

Adam Mcmillian is a financial advisor at Tidemark, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Cannon Wealth Management. Outside of his advisory role, he serves on the board of Stokes United, a nonprofit organization that raises funds for local charities. Tidemark, LLC provides investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm manages $462.5 million in assets and constructs tailored portfolios using a range of investment products, incorporating fundamental and technical analysis in its process.

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.

Darryl Cermak Serfass is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory role, he is involved in direct sales of nutritional products through Juice Plus. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management using various strategies and technology platforms, and maintains a network model supported by affiliations with LPL Financial and third-party service providers.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC. He holds the ChFC® designation and has 37 years of industry experience. Donaldson has worked with Eagle Strategies since 2001 and operates Donaldson Insurance And Financial Services, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, mainly on a non-discretionary basis, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

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.

Robert Ohanlon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Nationwide Securities Inc., Nationwide Insurance, and MSI Financial Services, as well as operating O'Hanlon Insurance and Financial Services since 2007. He serves on the boards of the War Memorial Foundation and the Boy Scouts of America in Greensboro, NC, where he is chairman of the Eagle Board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm offers a variety of account platforms and proprietary model strategies under the Founders Gate Capital brand.

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.

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 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Schwab Retirement Plan Services and Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios for intermediary platforms.

Paul Decongilio is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Wells Fargo Clearing and Bank of America. Outside of his advisory work, he has performed independent contracting as a rideshare driver and food delivery service provider. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund consulting, and model portfolios, with noted expertise in commodity pool operation and advisory roles for multiple registered investment companies.

Catherine Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. in Madison, NC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she owns Living Stone, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network, with a notable affiliation in municipal advisory services and specialized SIMPLE IRA consulting programs.

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.

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.

Thomas Allegretto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Dyanna Bogaert is a Series 66 licensed financial advisor with Edward Jones in Eden, NC, where she has worked for 13 years. She is involved in her local community as a middle school tennis coach and serves as the treasurer for the board of directors at Send Us International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and offers both discretionary and non-discretionary advisory solutions under a fiduciary standard.

Justin Smith is a financial advisor at Raymond James Financial with 15 years of industry experience and holds a Series 66 designation. He is also the owner of Declaration Worship, a music group involved in producing music and performing concerts. His prior work includes roles at Living Stone Wealth Management and William Michelle LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical modeling to support client goals.

Samuel Phillips is a financial advisor with Edward Jones in Eden, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for Rockingham County Schools and managed two rental property businesses. He currently coaches boys Junior Varsity basketball at a local community high school. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of financial advisors and branch offices nationwide.

Mark Harris is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Hoffman & Hoffman, Amazon, and Guilford College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option, focusing on planning without discretionary trading authority.

Benjamin Hawkins is a financial advisor at Edward Jones in Madison, NC, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner and manager of Hawkins Investment Properties, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Laura Clay is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked in educational institutions including Forsyth Country Day School, Chatham Hall, and St Andrew's-Sewanee School. Edward Jones is a full-service wealth management firm serving individuals and institutions, including a broad client base from non-high-net-worth households to corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, with reported assets under management of approximately $1.01 trillion supported by a large network of financial advisors and branch offices.