Adam G Burrow

Casey Rose is a financial advisor at Fortress Family Asset Management LLC with one year of industry experience. Prior to entering financial advising, Rose served seven years in the Department of Defense and seven years at DayStarr Communications. Rose is also a licensed insurance agent. Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning services to individuals and businesses. The firm uses a combination of top-down macroeconomic frameworks and bottom-up technical analysis to implement dynamic, regime-based asset allocations tailored to client risk tolerance and objectives.

Keith Bell is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Wells Fargo Clearing, Fifth Third Bank, and currently multiple positions within the State Employees' Credit Union enterprise, including trust and financial advisory services. 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 emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Stephen Eudy is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Members Trust Company since 2018 and has been involved with various SECU-affiliated entities, including State Employees’ Credit Union since 2010 and SECU Life Insurance Company since 2014. Outside of his financial services roles, he is involved with TLC at Home, a medical services organization. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs and operates as part of the State Employees’ Credit Union ecosystem.

Jeffery Robinson is a financial advisor with OSAIC Institutions, INC. in Troy, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at First Bancorp since 2016 and previously at Infinex Investments, Inc. and Community One. Outside of his advisory role, he serves as Chairman of the Budget and Finance Committee for the First Baptist Church in Biscoe, NC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisory approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking relationships.

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Erica Miller is a financial advisor with Edward Jones in Troy, North Carolina, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones, she worked at Thomasville City Schools for four years. She has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.