Laura Marsh Clapp

Anthony Cruz is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds the Series 66 designation and has worked with the State Employees' Credit Union since 2019 in various financial services roles, including as a Financial Advisory Services Specialist and a life insurance agent. Prior to this, he held positions at Mariner Finance, Walgreens Inc., and UNC Greensboro. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, and its investment adviser representatives are salaried employees of the parent credit union.

Christopher Scott is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing, Wells Fargo Bank, and TIAA. Outside of advising, he is a licensed notary public in Bear Creek, North Carolina. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering integrated solutions linked to Empower’s recordkeeping and administrative platforms.

Celeste Little is a financial advisor at Fidelity with six years of industry experience and holds Series 63 and Series 66 credentials. She previously worked at Veritude LLC and the Wake County Public School Systems. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and evaluation controls.

Karah Wiley is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics.