Zachary Pittman is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Members Trust Company since 2016 and has been affiliated with Credit Union Investment Services, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union since 2012 or 2014. Pittman serves as a financial advisory services specialist with State Employees' Credit Union and also acts as an agent for SeCU Life Insurance Company. 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, with advisors as salaried employees of the parent credit union.

Alexander Oliver is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and one year of industry experience. He has worked with several affiliates of State Employees' Credit Union, including SECU Brokerage Services and SECU Life Insurance Company, where he serves as an insurance agent. Oliver’s background also includes roles outside finance, such as at Fayetteville State University and in retail and food service. Credit Union Investment Services serves individual investors and trust clients in North Carolina by 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, with salaried advisors who offer recommendations while clients retain final decision-making authority.

Frankie Hunt is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Hunt has worked at Credit Union Investment Services since 2017 and currently serves as a Trust Representative at Members Trust Company. Additionally, Hunt is a Financial Advisory Services Specialist at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm typically recommends low-cost, index-based mutual funds and ETFs, along with fixed-income products, using a goals-based, long-term planning approach.

Desmond Taylor is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at UNC-Wilmington and Cape Fear Community College. Taylor serves on the boards of the Douglas Byrd Academy of Finance, where he contributes to financial literacy education, and Stanton Hospitality House, which supports families in medical crisis. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base including individuals, corporate clients, and retirement plans. The firm utilizes fundamental and cyclical analysis, model rebalancing, and periodic reviews, offering portfolio management through multiple channels including proprietary model portfolios and separately managed accounts.

Robert Starcher is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Corey Overcash is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2014 and also holds a position as an agent with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large network of advisors.

Shannon Cotter is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and American Income Life Insurance Company. She also serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Richard Hartney Jr. is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Henry Leggette is a financial advisor with Raymond James Financial in Lumberton, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and serves as President of HTL Wealth Management, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a wide affiliate network.

Joshua Jackson is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Lumberton, NC. He has six years of experience at Edward Jones, with prior work at Southeastern Regional Medical Center. 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, offering a range of advisory strategies and affiliated investment products through a nationwide network of over 23,000 advisors.

Mary Walter is a financial advisor with Edward Jones in Lumberton, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she serves as a member of the advisory board for the UNC Nutrition Research Institute. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Kristi Hammond is a ChFC® credentialed financial advisor with Edward Jones, where she has worked since 2000, bringing 25 years of industry experience. She is also the managing member and owner of Patriot Hauling, LLC, a dump truck hauling business based in Hope Mills, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Wright is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in family real estate holdings and owns land used for pine straw sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Harry Walter is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes roles at Arthur J. Gallagher and Hill Chesson & Woody. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brad Currie is a financial advisor with LPL Financial who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies. Outside of his advisory work, he assists with operations at Currie Insurance, a family-owned business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Joy Wicker is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Advisors, and Wells Fargo Clearing. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.