Benjamin Barrett is a Series 66 registered advisor with Credit Union Investment Services and has two years of industry experience. He currently holds roles with SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his financial services work, he occasionally provides pet sitting services. Credit Union Investment Services primarily serves individual investors 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 funds and ETFs and operates within a credit union ecosystem as a subsidiary of State Employees’ Credit Union.

Kyle Neuenschwander is a financial advisor at Soltis Investment Advisors, LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Goldenwest Credit Union, A&Z Produce, and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets using a Modern Portfolio Theory-based approach combined with quantitative and qualitative manager analysis.

Airis Abolins is a financial advisor at Credit Union Investment Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including First Oak Wealth Management and Dwm Advisors. Abolins is also an independent associate with LegalShield, a non-investment related activity. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management and retirement planning focused on long-term goals. The firm uses a goals-based approach emphasizing low-cost index funds and ETFs, with salaried advisors who do not earn commissions.

Katherine Surles is a CFP®-certified financial advisor with 13 years of industry experience, currently working at Credit Union Investment Services in Raleigh, NC. She has held roles at Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union since 2007, where she serves as a Financial Advisory Services District Manager. Surles is also a trust representative for Members Trust 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 salaried advisers and client-directed implementation of recommendations.

Marc Oslar is a financial advisor at Impact Partnership Wealth, LLC with over 15 years of industry experience. He holds a Series 65 credential and has previously worked at Modern Woodmen of America, Freedom Equity Finance, Inc., and MLO Planning, Inc. Outside of his advisory role, he is president and manager of Marc Oslar Retirement Experience, LLC, a business focused on insurance and annuities. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services through a multi-adviser platform that incorporates both firm-managed and advisor-managed strategies.

Paula Ali is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 credentials and four years of industry experience. She has been associated with Credit Union Investment Services and its affiliates since 2021 and has served as a Financial Advisory Services Specialist at State Employees' Credit Union since 2013. Outside of her advisory role, Ali is the owner of SPNJ Courier Services, LLC, and is the CEO of Resilient Mentees, Inc., a nonprofit focused on supporting foster children through high school. 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, with salaried advisors who provide recommendations while clients retain final decision authority.

Sean Brennan is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Credit Union Investment Services since 2014 and has prior experience at White Rabbit Brewer. Brennan is also an agent with SeCU Life Insurance Company. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3.0 billion in non-discretionary advisory assets.

Steven Gray is a Series 66-registered financial advisor with Credit Union Investment Services, bringing two years of industry experience. He has held roles within the State Employees' Credit Union system, including as a Financial Advisory Services Specialist and life insurance agent. Credit Union Investment Services primarily serves North Carolina residents, offering goals-based, non-discretionary investment advice focused on low-cost index funds and ETFs, with a long-term investment horizon. The firm operates within a credit-union ecosystem, providing financial planning and asset allocation services without commission-based compensation.

Tory Klinedinst is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. Klinedinst holds Series 66 and Series 63 designations and has worked with Gaines Financial Group, Inc. dba Balanced Investment Strategies and LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Jamie Hodges is a financial advisor at Credit Union Investment Services with three years of industry experience. He holds a Series 66 designation and has been associated with State Employees' Credit Union since 2015. Hodges also serves as a life insurance agent with 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, and its advisors are salaried employees of the parent credit union.

Allison Flippin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. She has been affiliated with State Employees' Credit Union since 2012 and holds roles at SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Outside of her advisory work, she teaches as an adjunct notary public instructor at Wake Tech Community College. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisers provide recommendations while clients retain final decision authority.

Kashif Osman is a Series 65 registered advisor with RFG Advisory, LLC, based in Cary, NC, with one year of industry experience. He has held previous roles at the Islamic Association of Raleigh and the North Carolina Democratic Party. Outside of his advisory work, he serves as a director for Samakash Limited, advising on the purchase and sale of commercial properties. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting services, employing a mix of actively managed and passive strategies with a focus on risk management and tax efficiency.

Chelsea Deese is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 registrations and seven years of industry experience. She has worked with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where she serves as a Financial Advisory Services District Manager. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term, goals-based investment strategies that rely largely on low-cost index funds and ETFs.

Brent Niswander is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Members Trust Company, SECU Brokerage Services, State Employees' Credit Union, and Bank of America, among others. Outside of financial services, he is involved in an e-commerce business focused on watch repair and sales. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients in North Carolina, offering non-discretionary portfolio management and retirement planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a salaried employee model within the State Employees’ Credit Union system and provides clients with recommendations while leaving final investment decisions to them.

Joseph Lucente is a financial advisor with Fifth Third Securities, Inc. in Cary, NC, holding Series 63 and Series 65 licenses and having four years of industry experience. His career includes roles at Fifth Third Securities and Fifth Third Bank since 2020, as well as prior experience at SunTrust Bank and Chipotle Mexican Grill. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs and third-party portfolio management options on its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Kenneth Bollinger is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2026. His prior roles include positions at Emerald Investment Partners, LLC, Niagara International Capital Limited, and Principal Financial Company. In addition to his advisory work, he is involved as a healthcare benefits insurance agent with Triangle Insurance & Benefits Insurance Agency. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment process blending passive and active strategies supported by an internal Investment Committee.

Henry Stotz is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles in automotive sales and financial services, and he volunteers with FINADDICTS LLC, a local fishing apparel brand. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients, offering advisory and brokerage services with a client process focused on assessing financial needs and using fundamental, quantitative, and technical analysis across various investment vehicles.

Cody Wagner is an advisor with FIFTH THIRD SECURITIES, Inc. based in Raleigh, NC, holding Series 63 and Series 65 credentials. He has experience working at Fifth Third Securities since 2026 and has previous roles at Fifth Third Bank, Truist, and Wells Fargo dating back to 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, combining advisor-guided strategies with advanced portfolio management techniques.

Michael Mordecai is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. His career includes three years at Edward Jones before joining First Citizens Investor Services in 2021. Mordecai also attended the University of North Carolina at Chapel Hill from 2013 to 2017. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process that uses fundamental, quantitative, and technical analysis to allocate investments across equities, fixed income, mutual funds, and ETFs.

Mark Weaver is a financial advisor with Commonwealth Financial Network in Raleigh, NC, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked at Crossbridge Financial Group, LLC and Ameriprise Financial Services, Inc. in prior roles. Outside of his advisory work, he is a 50% owner of WBDFC, LLC, an entity focused on managing commercial real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources, enabling advisors to construct client portfolios using a broad range of securities and insurance products.