Celeste Little

Jeffrey Albright is a financial advisor at Shepherd Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Creative Planning for 13 years. Shepherd Wealth Management serves individual and high-net-worth clients, managing approximately $162 million in discretionary assets. The firm uses a team-based approach focused on Modern Portfolio Theory and passive index investments, complemented by various analytical methods and integrated financial planning.

Philip Lahr is a financial advisor with Credit Union Investment Services in Asheboro, NC, holding a Series 66 designation and 15 years of industry experience. He has concurrent roles with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where he provides financial advisory services and life insurance. Lahr spends a small portion of his time as a trust representative for Members Trust Company. Credit Union Investment Services primarily serves North Carolina residents, offering goals-based, non-discretionary investment advice focused on mutual funds, ETFs, and fixed income products. The firm operates within the State Employees’ Credit Union ecosystem and emphasizes long-term planning with salaried advisors who do not receive commissions.

Anthony Cruz is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds the Series 66 designation and has worked with the State Employees' Credit Union since 2019 in various financial services roles, including as a Financial Advisory Services Specialist and a life insurance agent. Prior to this, he held positions at Mariner Finance, Walgreens Inc., and UNC Greensboro. 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, and its investment adviser representatives are salaried employees of the parent credit union.

Michael Finch is a CFP® with six years of industry experience, currently serving as an advisor at Credit Union Investment Services. He has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Finch is also a district manager at State Employees' Credit Union, where he supervises the offering of financial services to members. 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 generally recommends low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.

Roger Mabe Jr. is a financial advisor with Kestra Advisory, holding a Series 66 designation and 22 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2016 and was previously associated with LPL Financial. Outside of his advisory role, he serves as a director on the board of the local YMCA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, serving a client base that includes large institutional investors.

Christopher Scott is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing, Wells Fargo Bank, and TIAA. Outside of advising, he is a licensed notary public in Bear Creek, North Carolina. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering integrated solutions linked to Empower’s recordkeeping and administrative platforms.