Chelsea Trimble is a financial advisor at Credit Union Investment Services with 10 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked at Members Trust Company since 2022. Outside of investment advisory roles, she is an owner and consultant for a Mary Kay cosmetics business. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, operating within the credit union ecosystem connected to State Employees’ Credit Union and affiliated entities.

Joe Poran is a financial advisor at Credit Union Investment Services with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked in investment-related roles at Members Trust Company and SeCU Life Insurance Company since 2014. He previously served for 16 years at State Employees' Credit Union, where he provided financial services and opportunities aimed at improving members' economic and social conditions. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term goals. The firm emphasizes the use of no-load, low-cost index funds and ETFs, with recommendations tailored to clients without discretionary trading.

Christy Phillips Strigel is a financial advisor with Franklin Street Advisors, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Franklin Street Advisors since 2013. Outside of her advisory role, she is a partner and officer in two non-investment businesses involved in the importation and sales of European sport horses and equestrian activities, though she does not have active management responsibilities in these ventures. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a range of clients including individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, guided by a quarterly Investment Policy Committee, and offers strategic asset allocation models as well as bespoke mandates.

Colton Neighbors is a financial advisor at New Edge Wealth with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Fidelity Investments, Northwestern Mutual, and other financial firms. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Peter Klas is a financial advisor with Verity Asset Management in Durham, NC, holding a Series 66 designation and 25 years of industry experience. He has worked at Verity Investments, Inc. and Verity Asset Management, Inc. for over a decade. Outside of his advisory role, he is also an insurance agent operating independently through Verity Financial Group, Inc. Verity Asset Management is an SEC-registered investment adviser offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and manages both internally developed and third-party models while operating under fiduciary and ERISA standards.

Wesley Frady is a financial advisor at Credit Union Investment Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked since 2013 in various roles including Financial Advisory Services District Manager at State Employees' Credit Union and as a trust representative with Members Trust Company. He also serves as an agent with SeCU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, retirement, and financial planning advice. The firm emphasizes a long-term, goals-based approach using low-cost mutual funds and ETFs, and operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Tevin Pettiford Dubose is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 registrations and two years of industry experience. Prior to joining his current firm, he worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He also holds roles with the State Employees' Credit Union and SECU Life Insurance Company, where he provides financial advisory and life insurance services, respectively. Credit Union Investment Services primarily serves North Carolina residents with non-discretionary financial planning and portfolio advice, focusing on long-term goals and low-cost investment options within a credit-union structure.

Matthew Inman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2016. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high‑net‑worth individuals and institutional clients, including pension plans and trusts. The firm employs a team-based manager research process and offers tailored mandates across equity and fixed income strategies, combining internal portfolio teams with access to third-party managers.

Michael Wong is a financial advisor at Abacus Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining Abacus Wealth Partners, he spent eight years at Duke University’s Fuqua School of Business and two years at UNC Kenan Flagler Business School. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach supplemented by fundamental manager analysis and ESG screening, tailoring portfolios to clients’ risk profiles and goals.

Jason Barbera is a CFA® charterholder with four years of industry experience. He has worked at Heritage Wealth Advisors since 2024 and previously held roles at Towards Equilibrium, LLC and SOJE Capital LLC. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models and manages both discretionary and non-discretionary portfolios using a variety of investment vehicles while also acting as investment manager and general partner to multiple private investment funds.

Matthew Dellaero is a CFP® professional with 10 years of industry experience, currently serving at Facet since 2023. Prior to joining Facet, he worked for The Vanguard Group, Inc. for seven years and was involved with Matt & Wills Toys in 2017. Facet serves individual members across a broad range of wealth levels and offers tiered, subscription-based financial planning and investment services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and uses discretionary asset-allocation programs primarily based on ETFs, operating at scale with approximately 87 advisors and $7.6 billion in discretionary assets under management.

Brian Kurtzer is a financial advisor at Verity Asset Management in Durham, NC, holding a Series 66 designation with 21 years of industry experience. He has worked at Verity Asset Management since 2011 and previously at Verity Financial Group starting in 2004. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other registered investment advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes and offers both internally managed and third-party manager models.

Todd Young is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at KDI Capital Partners LLC and Echelon Point Advisors, LLC before joining Franklin Street Advisors. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Andrew James is a financial advisor at Franklin Street Advisors, Inc. He holds Series 65 and Series 66 licenses and has six years of industry experience. He has worked at Franklin Street Partners, Inc. since 2002. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and institutional clients such as pension plans and trusts. The firm employs a team-based approach with dedicated equity and fixed income management, offering separately managed accounts and a Fund Advisory Program that uses mutual funds and ETFs.

Katherine Sumner is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Abacus Wealth Partners since 2021 and previously gained experience in private family wealth and nonprofit organizations. She has also been involved with Girls Rock NC, Inc. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm emphasizes a passive, asset-class investment approach, incorporates ESG screening upon request, and sponsors the Align Impact private fund for qualified clients.

Martin Hensley is a financial advisor with Foundations Investment Advisors LLC in Durham, NC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His prior roles include positions at EQIS Capital Management, Capital Financial Advisory Group, J B Fitz Inc., and Brookstone Capital Management. He also engages in insurance sales through a separate business, Full Court Wealth. Foundations Investment Advisors, LLC serves individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing a combination of fundamental, technical, and cyclical analysis with both discretionary and non-discretionary authority assignments.

Edward Secrest is a CFP®-certified financial advisor with over 34 years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Modern Capital Securities, Inc., Liberty Partners Financial Services, and LPL Financial, among others. Outside of advising, he is involved in product development and mentorship for Accessible AI, a firm building CRM solutions for managing 401(k) plans, where he holds an equity stake. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary management with advisor-led consultative services.

Wilson Li is a financial advisor with Abacus Wealth Partners in Chapel Hill, NC. He holds a Series 65 designation and has two years of industry experience. Prior to joining Abacus Wealth Partners, he worked at Woodward Financial Advisors for three years and has experience in hospitality roles at several local establishments. Abacus Wealth Partners serves individuals, families, institutions, and organizations with financial planning and investment management services. The firm uses a passive, asset-class-based investment approach, incorporates ESG screening when requested, and offers access to third-party platforms and private fund investments for qualified clients.

Philip Brown is a financial advisor with Credit Union Investment Services in Chapel Hill, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Members Trust Company since 2017 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2010. Brown also serves as a Financial Advisory Services District Manager at State Employees' Credit Union and as an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily 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 a goals-based, long-term planning approach, with adviser representatives as salaried employees of the parent credit union.

Mary Mcbroom is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Members Trust Company since 2016 and has been affiliated with multiple entities under the State Employees' Credit Union umbrella since 2013. Outside of her advisory roles, she has experience as an agent with SECU Life Insurance Company and previously managed operations at McAlister Little Farms, Inc. Credit Union Investment Services serves primarily individual investors and some trust clients 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 a goals-based, long-term planning approach, with salaried advisers and client-directed implementation.