John Lee Beraud

Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has served in the U.S. Marine Corps since 2017, including a role as a Marine for Life Representative. Liedstrand also acts as the music director for Harvest Presbyterian Church PCA. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervisory services with tailored financial planning and periodic account reviews.

Caleb Rich is a financial advisor at PracticeCFO Investments in Swansboro, NC, holding a Series 65 designation. He has one year of industry experience, including time at Sanders Ford and self-employment, following a decade of service with the Department of Defense. PracticeCFO Investments provides investment management, financial planning, retirement plan advisory, insurance placement, and tax services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm uses a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements.

Laura Connors is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. She has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She is also a manager of Connacht, LLC, a family business. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain final decision-making authority over their accounts.

Perry Aycock is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and nine years of industry experience. He has worked at Members Trust Company since 2017 and has been associated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2013 or earlier. Outside of his advisory roles, he previously operated Old Siam Thai Restaurant for seven years. Credit Union Investment Services primarily serves North Carolina residents, providing goals-based, non-discretionary investment advice focused on long-term horizons using low-cost index funds and ETFs. The firm operates within the credit union ecosystem and offers financial planning and asset allocation services while leaving implementation decisions to clients.

Roy Atallah is a financial advisor with Compass Financial Management LLC and holds a Series 65 designation. He has one year of industry experience, previously serving ten years in the US Navy. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Casey Simpson is a financial advisor at Credit Union Investment Services with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Members Trust Company since 2019. In addition to his advisory role, he serves as a financial advisory services specialist at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, with investment representatives who are salaried employees of the parent credit union.