Kassidy Greer is a financial advisor with Credit Union Investment Services based in Harrisburg, NC. She holds Series 63 and Series 65 licenses and has four years of industry experience. Greer has worked concurrently at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, serving in roles related to financial advisory, trust representation, and insurance. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term goals and cost-efficient investment products. The firm operates within a credit-union ecosystem and emphasizes salaried advisors who do not receive commissions on recommended products.

Adam Mark is a financial advisor with Credit Union Investment Services in Harrisburg, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at Members Trust Company since 2018 and is involved with State Employees' Credit Union in a financial advisory capacity. Mark’s outside activities include serving as a district manager providing financial advisory services at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term investment horizon using low-cost mutual funds and ETFs and operates within a credit union ecosystem that provides ancillary services through affiliated entities.

Mark Martin is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at TIAA and First Citizens Investor Services before joining CUIS and its affiliated entities in 2026. Outside of finance, Martin is employed part-time at Lowe's Home Improvement in a non-investment role. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.