Amber Creed

Zachary Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Northside Group Wealth Management, LLC since 2017. Prior to this, he operated under Zachary Stan Smith dba Northside Wealth Management from 2010 to 2017. He is also involved in mortgage origination and insurance sales. Northside Group Wealth Management provides investment advisory and financial planning services to individuals and small businesses, including management of retirement-plan assets. The firm generally manages portfolios on a non-discretionary basis with documented risk tolerance and client approval for transactions, while also offering insurance and pension plan services.

Brooks Jewett is a CFP® professional with nine years of industry experience, currently affiliated with Equity Services, Inc. and The Summit Advisory Group since 2017. Prior to his advisory career, he worked at Airbnb for two years. Outside of his financial advisory role, Jewett coaches lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation and the Financial Planning Association of Charlotte. Equity Services, Inc. (ESI Financial Advisors) serves a broad client base including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies emphasizing long-term allocations and manager-driven portfolios.

Derek Frosh is a CFP® professional with 30 years of experience in the financial industry. He is currently with Hanover Square Wealth Advisors LLC and previously worked at UBS Financial Services Inc. for 12 years. Outside of finance, he owns and operates a general contracting business specializing in construction, remodeling, and consulting. Hanover Square Wealth Advisors serves individual and high-net-worth clients, families, trusts, estates, businesses, and retirement plans, as well as several institutional clients. The firm offers customized portfolio management combining in-house strategies and third-party managers, along with financial planning and retirement plan services.

Jesse Hudson is a financial advisor with Credit Union Investment Services, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has worked at several related entities since 2016, including SECU Life Insurance Company, SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union. Hudson also serves as a financial advisory services specialist and life insurance agent within the State Employees' Credit Union system. 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’s approach emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and goals-based long-term planning, with advisors as salaried employees of the parent credit union.

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.

Alexander Cartrette is a Series 66-licensed financial advisor with Credit Union Investment Services, based in King, North Carolina. He has one year of industry experience and has held roles at Credit Union Investment Services, SeCU Brokerage Services, SeCU Life Insurance Company, and State Employees' Credit Union. Prior to his financial services career, he worked at Sams Club and Loomis. 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, with advisors who are salaried employees of the parent credit union.