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.

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.

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.

Jessica Lester is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Wells Fargo. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options alongside financial planning and tax support services.

Joshua Tirado is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2012. Outside of his advisory role, he manages Healthy Wealthy & Wise, a company providing marketing for educational webinar services focused on client life improvement. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

David Owen is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and provides integrated banking resources as a subsidiary of a banking institution.

Edgar Barbour is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2011, including prior roles at Bb&T Securities and BBTIS. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering discretionary and non-discretionary investment solutions through a combination of firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Brian Jernigan is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Brian worked at State Employees' Credit Union from 2013 to 2021, advancing from Financial Services Representative to Senior Financial Services Officer II. With over a decade of experience in the financial industry, Brian is a CERTIFIED FINANCIAL PLANNER4 professional. He focuses on client collaboration and education to develop personalized financial plans tailored to individual goals. Outside of his professional career, Brian enjoys camping, outdoor adventures, parenthood, scuba diving, and traveling.

Robbie Misplay is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current position since 2014 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an emphasis on both non-discretionary and discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Megan Stewart is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Massachusetts Mutual Life Insurance Co. Outside of her advisory role, she owns Stewart Farm and Land Management LLC, which provides landscaping services and raises goats and rabbits in Godwin, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Melissa Scott is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior experience includes roles at First Bancorp, Infinex Investments, Inc., and First Citizens Investor Services. Outside of her advisory work, she is a board member of the Dunn Committee of 100 and owns East Coast Hemp, an agricultural business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment strategies and multiple account platforms.

Angela Brown is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Charles Bradshaw is a financial advisor with Edward Jones in Dunn, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Harrell is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2020. Prior to that, he held positions at AC Hall Company, Southern Bank and Trust, and Wells Fargo and Company. 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 nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Russell Galvan is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He worked at The HP Group, LLC for ten years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Matthew Abold is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., and multiple capacities within Northwestern Mutual. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions, offering a broad range of advisory and brokerage services supported by an in-house research team and a variety of investment delivery options.

Elizabeth Manning is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones, she worked at the North Carolina Department of Health & Human Services for five years and the Down East Partnership for Children for four years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Milford Quinn is a financial advisor at UBS Financial Services with 21 years of industry experience. He has worked at UBS since 2006 and holds the Series 63 and Series 65 designations. Quinn serves on the finance committee for Harnett Health System and is an advisory board member for Harnett County Economic Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Jonathan Proffitt is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2016, he worked for L3 Vertex Communications and serves in the US Army Reserve. He also provides business coaching to start-ups and is an author working on books related to finance and family recipes. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.