Glen Barnes is a financial advisor at Ameritrust Investments of North Carolina, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameritrust since 2012. In addition to his advisory role, Barnes is an independent insurance agent and serves on the volunteer board of the Rockfish Outdoor Center, a church camp where he helps manage planning and finances. Ameritrust Investments of North Carolina, LLC provides discretionary portfolio management primarily to individual clients, managing assets internally with no account minimum. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, utilizing both long-term and short-term trading strategies including options writing, and conducts portfolio reviews at least quarterly.

David Pound is a CFP® professional with 20 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2006 and operates Nobles Pound Financial Planning since 2011. Pound is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and offers customizable portfolio management alongside access to third-party money managers.

David Nobles Jr. is a financial advisor at Geneos Wealth Management, Inc. with a Series 66 designation and three years of industry experience. He also assists Nobles Pound Financial Planning and is a notary public, in addition to conducting independent sales of fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services with a range of portfolio management strategies.

David Nobles Sr. is a CFP® with 34 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and operating Nobles Pound Financial Planning. He holds leadership roles as chairman of the real estate committee and vice president at Cape Fear Industries and serves as a trustee for the United Way Youth Stock Group. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multifaceted investment approach combining continuous account monitoring, discretionary trading, and various analytic strategies, with customizable portfolios and access to third-party money managers.

Cody Nussbaum is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Members Trust Company since 2019 and has been affiliated with State Employees' Credit Union and its related entities since 2016. His roles include providing financial advisory services and trust representation. 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 focused on low-cost, index-based mutual funds and ETFs. The firm’s advisors are salaried employees of the parent credit union, and clients retain full decision-making authority over their accounts.

Curtis Dean is a financial advisor at Credit Union Investment Services with credentials including Series 63 and Series 65 licenses and over six years of experience in the industry. His prior roles include positions at First Citizens Investor Services and Axa Advisors, as well as service with the NC National Guard. He is currently employed at multiple affiliates of State Employees' Credit Union. 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 alongside fixed-income products, with salaried advisors providing recommendations without exercising trading discretion.

Alexander Parker is a Series 66-licensed financial advisor with Credit Union Investment Services, based in Fayetteville, NC, and has two years of industry experience. He has worked at multiple affiliated entities including SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his advisory role, Parker owns a print-on-demand Etsy store and serves as a board member for The Church at Cedar Creek. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management and financial planning with an emphasis on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisers offer recommendations while clients retain final decision authority.

William Barefoot 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 served in various roles since 2012, including Financial Advisory Services District Manager at State Employees' Credit Union and Agent at SeCU Life Insurance Company. In addition to his financial advisory work, he operates a landscaping and lawn care business. 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, with salaried advisers who provide recommendations while clients retain decision-making authority.

Nicholas Rademacher is a CFP® with 14 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2018. His prior roles include positions at Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Outside of advising, he is a jazz cowboy performer and a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority.

Bryson Lee is a financial advisor at Credit Union Investment Services with a Series 66 designation and over one year of experience in the financial services industry. His background includes roles at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of finance, he has been involved with Rose & Graham Funeral Home since 2021. Credit Union Investment Services serves individual investors and trust clients 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.

David Dutton is a financial advisor at United Brokerage Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining United Brokerage Services, he worked at Equitable Advisors, Axa Advisors, Systel Office Automation, and Best Buy. 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 predominantly manages assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Timothy Johnson is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 10 years of industry experience. He has worked at Virtue Capital Management since 2019 and previously at USA Financial Securities from 2016 to 2019. Additionally, he is the president and owner of Tim Johnson & Associates, an insurance and annuity sales business he has operated since 1985. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm provides discretionary portfolio management, financial planning, and ERISA and qualified plan consulting, employing a model-driven approach that uses quantitative optimization and economic data inputs.

Cindy Graham is a financial advisor with Credit Union Investment Services in Fayetteville, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Outside of advisory roles, she serves as a Financial Advisory Services District Manager at State Employees' Credit Union and acts as an agent for SECU Life Insurance Company. 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, along with fixed-income products and long-term, goals-based planning, with adviser representatives employed on a salaried basis by the parent credit union.

Michelle Surita is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Purdue University Global, the Defense Commissary Agency, and Polk State College. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm’s approach emphasizes advisor-led planning relationships and offers structured 12-month Tailored Professional Services engagements alongside discretionary asset management guided by an in-house Investment Management Team.

Dana Thornton is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. Prior to joining First Command, he served in the U.S. Army’s 1st Special Forces Command and has worked in project management and at Campbell University. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured 12-month financial coaching engagements alongside discretionary asset management based on model portfolios.

Dan Peebles is a financial advisor with First Command Advisory Services in Fayetteville, NC. He holds Series 63 and Series 65 licenses and has over 20 years of prior service in the US Army. His advisory experience began in 2025 with First Command Brokerage Services and continued with affiliated First Command entities. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.

William Perry III is a CFP® professional with 28 years of experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been associated with First Command Financial Services and First Command Financial Planning since 2001 and 1998, respectively. Outside of his advisory role, he manages an LLC related to the office location for his district. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management models, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagement cycles, including its Tailored Professional Services and Asset Management Solutions programs.

Shane Sandretto is a financial advisor with First Command Advisory Services in Sanford, NC, holding a Series 66 designation and eight years of industry experience. He previously served in the US Army and currently works as an election poll worker for the Harnett County Department of Elections. Shane has been with First Command in various roles since 2017. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary portfolio management through an in-house investment team.

William Carver is a financial advisor with Transamerica Retirement Advisors, LLC in Fayetteville, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His career includes roles at Merrill Lynch, Northwestern Mutual, Thrivent Financial, MassMutual, and Guardian Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs focused on asset allocation, contribution guidance, and retirement planning. The firm uses proprietary technology from Morningstar Investment Management to support personalized portfolio construction and operates with a large client base and a primarily non-discretionary asset portfolio.

Sandi Bullock is a financial advisor with First Command Advisory Services in Aberdeen, NC, holding a Series 66 credential and six years of industry experience. Her career includes roles at First Command Insurance Services and First Command Financial Planning, as well as prior experience with Papa Johns Pizza and HR Block. She is also the owner of Capital Acquisitions Financial Services LLC, a financial services business through which she manages employee financial payments. First Command Advisory Services serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements, supported by an in-house investment management team that constructs and manages model portfolios.