Keith Bell

Stephen Eudy is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been affiliated with Credit Union Investment Services and related entities since 2017 and currently serves as a Trust Representative at Members Trust Company. Outside of his financial services roles, he is involved with TLC at Home, a medical services organization, where he serves as a signer. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes recommendations of low-cost, index-based mutual funds and ETFs, and its advisers are salaried employees of the parent credit union, with clients retaining full decision-making authority.

Douglas Rucki is a financial advisor with Lincoln Investment in Albemarle, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. In addition to advisory services, he is also licensed to sell life insurance and fixed annuities. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and brokerage and insurance products.

Jeffery Robinson is a financial advisor with OSAIC Institutions, INC. in Troy, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at First Bancorp since 2016 and previously at Infinex Investments, Inc. and Community One. Outside of his advisory role, he serves as Chairman of the Budget and Finance Committee for the First Baptist Church in Biscoe, NC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisory approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking relationships.

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Hayes is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds a Series 66 designation and is based in Troy, NC. Outside of his advisory role, he owns Everlast Properties, LLC, a real estate business in Asheboro, NC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.