David Garrison is a financial advisor with Edward Jones in Summerfield, NC. When it comes to investing, what do you value? A strategy designed for your situation? A financial advisor who truly understands you and what you’re trying to achieve, and will partner with you over the long term to help keep you on track? What about disciplined, objective guidance? When we work together, you get all of that in more. I will work with you to create a personalize financial strategy with the advice, tools and resources to help you reach your goals. Your investment strategy should be personalized to you. So before I recommend any strategy, we first work closely together to understand what is most important to you, including my approach to this in three important ways: 1. Your Goals 2. Your comfort with risk. 3. Your choices for how you’d like to work together. David Garrison holds a Series 7 and 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.

Welsford Bishopric is a financial advisor at Hyperion Management Holdings, LLC with two years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at North Sound Management, Wolf Hill Capital, and HGGC. Hyperion Management Holdings provides portfolio management and subadvisory services to high-net-worth individuals and advisory firms, using a combination of fundamental, quantitative, and technical analysis alongside various trading techniques. The firm emphasizes documented client strategies, discretionary management, and employs performance-based compensation in its active “core” strategy.

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.

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 Mazza is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 11 years of industry experience. He currently serves at Ameritas Advisory Services and Summerfield Wealth Advisors LLC and has prior experience with Ameritas Investment Corp and Southeast Financial Services. Outside of his advisory work, Mazza is involved in film production as an executive producer and actor, and he serves as treasurer for Bsides Triad, a community-driven information security group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and combines multiple custodial platforms with third-party tools to support portfolio construction, monitoring, and trading.

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 three years of industry experience. Prior to his advisory career, 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 individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a team-oriented approach to portfolio construction and ongoing client reviews.

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 40 years of industry experience. His professional background includes roles at Nationwide Securities Inc. and Nationwide Insurance, 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, where he is chairman of the Eagle Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies with access to proprietary and third-party model solutions.

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 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.

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.

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.

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.

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 Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research 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.

Samuel Phillips is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to his current role, he was involved in education as a Junior Varsity basketball coach at Rockingham County Schools and held management roles in local real estate and construction businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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® 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.

Gerald Summerlin Jr. is a financial advisor with Ameriprise, holding the CFP® designation and Securities Series 63 and 65 licenses. He has 33 years of industry experience, including 27 years at Ameriprise Financial Services, Inc., and has been with Ameriprise since 2020. Outside of finance, he is involved in music through a business called GT Live. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Emma Crabtree is a financial advisor with Edward Jones in Reidsville, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Aledade and Cone Health in various healthcare roles. She also serves as a director for the YMCA summer soccer camp in Reidsville, where she manages activities for children aged 7 to 15. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices across the nation.

Trevor Haga is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior experience includes roles at BDO USA, LLP, Bank of America, N.A., Merrill, and participation in the UNC - Chapel Hill Master of Accounting Graduate Program. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

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.