Julian Scarborough is a financial advisor at Credit Union Investment Services with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Members Trust Company since 2019. Scarborough also serves as a Financial Services Officer at State Employees' Credit Union, where he has been employed since 2012, and is an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors residing in 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 mutual funds and ETFs within a credit-union ecosystem.

Wesley Hayford is a financial advisor with Credit Union Investment Services in Wilmington, NC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with State Employees’ Credit Union since 2003, serving as a Financial Advisory Services District Manager, and has roles with Secu Life Insurance Company and Members Trust Company. Credit Union Investment Services serves primarily individual investors 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, with salaried advisors and client-directed implementation of recommendations.