Kayla Smith is a financial advisor at Credit Union Investment Services with six years of industry experience. She holds the Series 63 and Series 65 licenses and has worked in various roles within SECU-related entities since 2009. Outside of financial services, she also works in customer service for Crate and Barrel. Credit Union Investment Services serves individual and trust clients in North Carolina with a non-discretionary investment approach, focusing on low-cost mutual funds, ETFs, and fixed-income products alongside retirement and financial planning. The firm’s advisers are salaried employees of the parent credit union and provide recommendations while clients retain final decision authority.

Russell Ahlers is a financial advisor at Credit Union Investment Services with 23 years of industry experience. He holds a Series 66 designation and has worked with several firms including Members Trust Company and LPL Financial. He is also involved as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning with a focus on low-cost index funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes a goals-based, long-term investment approach.

Noah Hollowell is a Series 66-licensed financial advisor with Credit Union Investment Services in Statesville, NC, and has three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and multiple entities within the State Employees’ Credit Union system, including SECU Life Insurance Company where he also acts as a life insurance agent. Hollowell has experience outside finance as well, having managed a home improvement business and worked with a cleaning service. Credit Union Investment Services primarily serves 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 goals-based long-term planning, with salaried advisors who provide recommendations while clients retain final decision authority.