William J Faber

Jacob Stewart is a CFP® with five years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. He has previously worked at Brightside, Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of Wealth More, he is also financially active with Brightside in a non-investment-related role. Wealth More Enterprise is a team-based firm providing investment advisory and financial planning services through a mobile-first platform. The firm employs proprietary risk-scoring software and algorithmic management across four model portfolios, offering discretionary portfolio management alongside tiered advisory plans and standalone planning sessions.

Dana Dawson is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has worked with Members Trust Company since 2016 and holds roles at SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union. Dawson serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on long-term, goals-based advice using low-cost mutual funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes salaried advisory staff and client-directed implementation.

Brandy Carlson is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Members Trust Company since 2018 and has been self-employed as a wedding bartender and event assistant since 2017. Carlson also maintains a longstanding role with State Employees' Credit Union, where she provides financial advisory services. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, 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, fixed-income products, and a goals-based, long-term planning approach, with investment adviser representatives employed on a salaried basis.

Luke Taylor is a CFP® professional with six years of industry experience, currently affiliated with Credit Union Investment Services. He has worked with Members Trust Company since 2019 and holds roles at SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2013, where he serves as a financial services officer. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term goals using low-cost index funds and ETFs. The firm operates within the credit union ecosystem as a subsidiary of State Employees’ Credit Union, providing advisory services without commissions and requiring NC residency for clients.

Matthew Rogers is a financial advisor at Level Four Advisory Services with 20 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at LPL Financial from 2015 to 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management, utilizing model portfolios managed internally or through affiliated and third-party sub-advisers.

Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with a Series 65 credential and five years of industry experience. Prior to joining Level Four, she worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform options in affiliation with multiple custodians and sub-advisors.