Caleb Rash is a financial advisor with Credit Union Investment Services in Hickory, NC, holding Series 63 and 65 licenses and with one year of industry experience. His prior work includes roles at SECU Brokerage Services, SECU Life Insurance Company, State Employees' Credit Union, and First Citizens Bank. He is also a Financial Advisory Services Specialist with State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services serves individual investors who reside in North Carolina, providing non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term goals and low-cost index funds. The firm operates within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

John Tompkins is a financial advisor at Credit Union Investment Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Outside of his advisory role, he is involved in youth sports as a basketball referee and coaches the girls' basketball team at University Christian High School. 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 long-term, goals-based planning approach, with adviser representatives who are salaried employees of the parent credit union.