David Bremer

Kjersti Lockhart is a financial advisor with Credit Union Investment Services in Roxboro, NC, holding Series 63 and Series 65 credentials and four years of industry experience. She has worked at Members Trust Company since 2022 and has been associated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2016. Outside of her advisory roles, Lockhart serves as a financial advisory services specialist at State Employees' Credit Union, providing financial services aimed at improving members' economic and social conditions. Credit Union Investment Services primarily serves North Carolina residents, focusing on individual investors and some trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and recommends low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

Evan Dietz is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Northwestern Mutual and involvement with Scouting Heroes, a sports and fitness-related organization. He also works as a paraplanner at Horner Financial Services. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a wide network of independent professionals using various platforms and investment strategies.

Brittany Ashworth is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 66 designations. She has nine years of industry experience, including prior roles at Lincoln Financial Securities Corporation and Horner Financial Services. Ashworth is also a commissioned notary public in Roxboro, North Carolina. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary management approaches.

Voyce Thomas Jr. is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Modern Capital Advisors, Liberty Partners Financial Services, and LPL Financial. He serves as secretary for the Kiwanis Club of Roxboro. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and third-party strategists.

William Horner is a CFP® with 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent 10 years with Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as secretary and a board member for Roxboro Community School. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals utilizing various account platforms and investment strategies.

Bryce Snow is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones, where he has worked since 2021, following roles at Thrivent Financial, Northwestern Mutual, Acera Wealth Management, and Horner Financial Services. He also spent four years at the University of North Carolina Wilmington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.