Aaron Locke Misenheimer

Christopher King is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at multiple related firms, including Members Trust Company and SECU Life Insurance Company. King serves as Vice President at State Employees’ Credit Union, where he oversees branch operations and lending. Credit Union Investment Services serves North Carolina residents, primarily individual investors, providing non-discretionary portfolio management, retirement, and financial planning. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisors who offer recommendations while clients retain final decision authority.

Juliana Lowe is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Credit Union Investment Services since 2011 and concurrently holds roles with State Employees' Credit Union, Members Trust Company, and Secu Life Insurance Company. She serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Jason Singleton is a financial advisor at Good Life Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC, Wachovia Bank, and LPL Financial. Singleton has been with Good Life Advisors since 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Andrew Moss is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for seven years and DASH Financial LLC for seven years before joining SteelPeak Wealth in 2026. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices, offering financial planning, portfolio management, and alternative investment consulting. The firm uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy and provides access to private placements and third-party alternatives through its SteelPeak Alternative Solutions program.

Justin Hall is a financial advisor with Truist Advisory Services in Elkin, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Truist Advisory Services and its affiliated firms since 2014, including roles at Bb&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting and advisory services to a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, integrates third-party manager platforms, and maintains extensive inter-affiliate relationships to support its AMC Advantage manager-selection program.

Sheff Olinger III is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as a trustee for family trusts involved with a private business and manages partnerships related to farmland leasing and other non-investment ventures. Oppenheimer serves a broad client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a mix of discretionary and non-discretionary management, and acts as a qualified custodian with distinctive commission-based advisory programs.