Virginia Rogers

Jonathan Nelson is a financial advisor with Credit Union Investment Services in Washington, NC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Members Trust Company since 2022 and has been associated with Credit Union Investment Services since 2020, alongside roles at SECU Life Insurance Company and State Employees' Credit Union. Outside of financial services, he is involved in boat building through J T. Boatworks, LLC. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management, retirement and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and provides salaried advisors without trading discretion over client accounts.

Christopher Williams is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2018, following prior roles at Capital One Investing, LLC and Capital One Advisors, LLC from 2015 to 2018. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and offers a range of investment approaches, supported by its affiliation with United Bank and established clearing relationships with Wells Fargo.

Aaron Sauls III is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at several related firms including Members Trust Company since 2017, SECU Life Insurance Company since 2014, and State Employees' Credit Union since 2002. Sauls also serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Logan Everette is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 license and has worked at Edward Jones since 2022. His prior work experience includes roles at Fleet Feet, East Carolina University, the University of North Carolina Wilmington, and Athletic Edge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roy Parker is a financial advisor with Edward Jones in Washington, NC. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, including 29 years with Edward Jones. Outside of his advisory role, he is a joint owner of a rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Christopher Heath is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018 and Wells Fargo Bank, NA since 2017. Prior to that, he was employed at Food Lion from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory and administrative services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.