Daniel Steinberg

Jean Alden is a Series 65 licensed financial advisor with 18 years of experience, serving clients through Liberated Investor Advisors, LLC since 2008. The firm provides discretionary portfolio management and financial planning primarily for individual clients, including both high-net-worth and non-HNW investors. Liberated Investor Advisors utilizes model portfolios and third-party money managers to implement investment strategies focused on diversification and long-term purchase approaches across ETFs, mutual funds, and individual stocks. The firm operates as a small, single-advisor practice, with Jean Alden directly managing client relationships.

Douglas Alden is a financial advisor with Liberated Investor Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Liberated Investor Advisors since 2007 and also holds roles at Winning Point Advisors, L.L.C. and Efficient Advisors, LLC. Alden is president of Alden Agency, Inc., an independent insurance agency selling life and disability products. Liberated Investor Advisors, LLC provides discretionary portfolio management and financial planning to individual clients, including both high-net-worth and non-HNW investors. The firm primarily uses model portfolios and third-party money managers, focusing on diversification and long-term investment strategies across ETFs, mutual funds, and individual stocks.

Dustin Poteat is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. He has a background in manufacturing operations and analytics consulting at Crane Resistoflex and is also involved with Premier Insurance Services, Inc. outside of his advisory role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Ryan West is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Members Trust Company and State Employees' Credit Union. Outside of his financial career, West serves as a financial assistant at East Marion Baptist Church, managing accounts payable, budgeting, and bank reconciliation. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on recommending low-cost, mostly index-based mutual funds and ETFs, fixed-income products, and supports a goals-based, long-term planning approach.

Cassandra Smith is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. She has held roles with Members Trust Company, Secu Life Insurance Company, and State Employees’ Credit Union. In addition to her advisory work, she acts as a financial advisory services specialist with State Employees’ Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3 billion in advisory assets.

Kelly Childs is a financial advisor at Credit Union Investment Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several related financial institutions, including State Employees' Credit Union since 2009 and Members Trust Company since 2014. Outside of her advisory work, Childs owns a small business selling wildflower honey and operates a seasonal food concessions business at local festivals. Credit Union Investment Services serves individual investors and trust clients 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.