Mark Walton is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. His career includes previous roles at Allegacy Federal Credit Union, Cuso Financial Services, Mass Mutual, Metlife Securities, and Edward Jones. Walton is also involved in managing the Allegacy Investment Group, an affiliated business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Amy Hill is a financial advisor with LPL Financial in Clemmons, NC. She holds a Series 66 designation and has extensive industry experience, having worked at Wells Fargo for 27 years before roles at Principal Trust Company, Ascensus, and Allegacy Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by advanced operational tools and a large network of more than 22,800 advisors.

Tracy Duncan is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. She has a long tenure at Allegacy Federal Credit Union since 2001 and previously worked with CUSO Financial Services, L.P. from 2001 until 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Jennifer Gibson is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 66 licenses with 21 years of industry experience. Her prior work includes roles at Allegacy Federal Credit Union and Cuso Financial Services, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Mitchell Tomlinson is a Series 66-registered advisor with LPL Financial and has one year of industry experience. Prior to joining LPL, he worked in various roles including positions at Allegacy Federal Credit Union and Winston Salem/Forsyth County Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Samuel Critz Jr. is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with CUSO Financial Services, LP and Allegacy Federal Credit Union since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services and investment platforms, combining a broad financial services network with advanced operational and research tools.

Merrill Stewart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Cuso Financial Services, LP for 16 years and has been associated with Allegacy Federal Credit Union for over two decades. Stewart volunteers with the Alzheimer’s Association and serves on the board of BISA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a variety of advisory strategies and platforms while maintaining significant non-advisory financial activities and oversight of substantial discretionary assets.