Keith Bell is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Wells Fargo Clearing, Fifth Third Bank, and currently multiple positions within the State Employees' Credit Union enterprise, including trust and financial advisory services. 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, fixed-income products, and a goals-based, long-term planning approach.

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.

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.