Eagan Rooney is a financial advisor at Credit Union Investment Services with Series 65 and Series 63 certifications and one year of industry experience. Prior to joining CUIS in 2025, Rooney worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, Rooney has held various roles in the food and beverage industry. Credit Union Investment Services serves individual investors who are residents of North Carolina, focusing on non-discretionary, goals-based portfolio management and financial planning. The firm emphasizes long-term investment horizons using low-cost index mutual funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Mary Mcbroom is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Members Trust Company since 2016 and has been affiliated with multiple entities under the State Employees' Credit Union umbrella since 2013. Outside of her advisory roles, she has experience as an agent with SECU Life Insurance Company and previously managed operations at McAlister Little Farms, Inc. Credit Union Investment Services serves primarily individual investors and some trust clients 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 and client-directed implementation.