Thomas Alan Ren

Christopher King is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at multiple related firms, including Members Trust Company and SECU Life Insurance Company. King serves as Vice President at State Employees’ Credit Union, where he oversees branch operations and lending. Credit Union Investment Services serves North Carolina residents, primarily individual investors, providing non-discretionary portfolio management, retirement, and financial planning. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisors who offer recommendations while clients retain final decision authority.

Jason Singleton is a financial advisor at Good Life Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC, Wachovia Bank, and LPL Financial. Singleton has been with Good Life Advisors since 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Andrew Moss is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for seven years and DASH Financial LLC for seven years before joining SteelPeak Wealth in 2026. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices, offering financial planning, portfolio management, and alternative investment consulting. The firm uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy and provides access to private placements and third-party alternatives through its SteelPeak Alternative Solutions program.

Matthew McNeill is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at Fidelity Investments and State Employees' Credit Union. Outside of his advisory work, he serves as president of the Pirates Cove Homeowners Association, where he participates in monthly board meetings and oversees communications. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on low-cost index mutual funds and ETFs. The firm operates within a credit-union ecosystem and focuses on long-term, goals-based advice without commissioned recommendations.

Justin Hall is a financial advisor with Truist Advisory Services in Elkin, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Truist Advisory Services and its affiliated firms since 2014, including roles at Bb&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting and advisory services to a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, integrates third-party manager platforms, and maintains extensive inter-affiliate relationships to support its AMC Advantage manager-selection program.

Dustin Ainsworth is a financial advisor with Truist Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Truist, he worked four years at Sheffield Financial and has experience spanning roles in both finance and other industries. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.