Brad Currie

Zachary Pittman is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Members Trust Company since 2016 and has been affiliated with Credit Union Investment Services, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union since 2012 or 2014. Pittman serves as a financial advisory services specialist with State Employees' Credit Union and also acts as an agent for SeCU Life Insurance Company. 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, with advisors as salaried employees of the parent credit union.

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 at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at UNC-Wilmington and Cape Fear Community College. Taylor serves on the boards of the Douglas Byrd Academy of Finance, where he contributes to financial literacy education, and Stanton Hospitality House, which supports families in medical crisis. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base including individuals, corporate clients, and retirement plans. The firm utilizes fundamental and cyclical analysis, model rebalancing, and periodic reviews, offering portfolio management through multiple channels including proprietary model portfolios and separately managed accounts.

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.

Corey Overcash is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2014 and also holds a position as an agent with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 UMA models and maintaining a large network of advisors.