Georgia Lewis Summers

Dana Dawson is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has worked with Members Trust Company since 2016 and holds roles at SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union. Dawson serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on long-term, goals-based advice using low-cost mutual funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes salaried advisory staff and client-directed implementation.

Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with a Series 65 credential and five years of industry experience. Prior to joining Level Four, she worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform options in affiliation with multiple custodians and sub-advisors.

Michael Pate is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked at several firms, including Members Trust Company and SECU Life Insurance Company. Outside of advisory roles, he is co-owner of Ohana Properties of Goldsboro LLC, managing residential rental properties. Credit Union Investment Services primarily serves North Carolina individual investors with non-discretionary portfolio management, financial planning, and asset allocation advice. The firm emphasizes long-term, goals-based strategies using primarily no-load, low-cost index mutual funds and ETFs and operates within a credit union ecosystem.

Randy Moorehead is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial and Signator Investors, Inc. He has been with Level Four Advisory Services since 2018 and Level Four Financial since 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

Jonathan Greeson is a CFP® with 11 years of experience in financial planning and investment advisory. He is currently with Brookstone Capital Management LLC and has operated his own independent financial planning firm since 2015. His work includes providing guidance on budgeting and financial planning as a sole proprietor. Brookstone Capital Management offers fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and integrates proprietary and external investment solutions across a range of portfolio types.

Halie Fair is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. She has worked at Fidelity Investments and Wells Fargo prior to her current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside services for Empower Premier IRA and certain retail brokerage accounts. The firm emphasizes long-term portfolio returns and integrates its offerings with Empower’s administrative platforms.