Erin Searcy is a financial advisor with Credit Union Investment Services in Charlotte, NC, holding Series 65 and Series 63 licenses and having four years of industry experience. She has worked with State Employees' Credit Union since 2016 and concurrently at SECU Life Insurance Company and SECU Brokerage Services since 2022. Outside of financial services, she also works as a food delivery driver in Charlotte. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost mutual funds and ETFs and operates within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Andrew Currin is a financial advisor at Credit Union Investment Services with Series 63 and Series 65 licenses and three years of industry experience. He has held roles with SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union since 2022, and previously worked in education and insurance. Outside of advisory work, he serves as a Financial Advisory Services Specialist at State Employees' Credit Union and is an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisers provide recommendations while clients retain decision authority, and it operates as a subsidiary of State Employees’ Credit Union alongside several affiliated entities.