Brad Douglas Currie

Alexander Oliver is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and one year of industry experience. He has worked with several affiliates of State Employees' Credit Union, including SECU Brokerage Services and SECU Life Insurance Company, where he serves as an insurance agent. Oliver’s background also includes roles outside finance, such as at Fayetteville State University and in retail and food service. Credit Union Investment Services serves individual investors and trust clients in North Carolina by 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, with salaried advisors who offer recommendations while clients retain final decision-making authority.

Frankie Hunt is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Hunt has worked at Credit Union Investment Services since 2017 and currently serves as a Trust Representative at Members Trust Company. Additionally, Hunt is a Financial Advisory Services Specialist at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm typically recommends low-cost, index-based mutual funds and ETFs, along with fixed-income products, using a goals-based, long-term planning approach.

Desmond Taylor is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has six years of industry experience and has worked with Creativeone Wealth, LLC and CLC Financial. Taylor serves on the boards of the Douglas Byrd Academy of Finance, focusing on financial literacy education, and Stanton Hospitality House, which provides support to families in medical crisis. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a range of services including financial planning, portfolio management, and retirement-plan fiduciary services through a network of 127 advisors.

Robert Starcher is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Shannon Cotter is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and American Income Life Insurance Company. She also serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Richard Hartney Jr. is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.