Christopher Johns is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 designations and bringing nine years of industry experience. He has worked at Credit Union Investment Services since 2017 and also holds roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his advisory work, Johns serves as an elder on the finance committee at First Presbyterian Church in Lexington, NC. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a goals-based, long-term investment approach using low-cost index funds and ETFs, operating within a credit union ecosystem that provides ancillary services to clients without obligation.

Jonathan Stout is a financial advisor with Credit Union Investment Services in Bermuda Run, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has held roles at State Employees' Credit Union since 2009 and at Members Trust Company and Secu Life Insurance Company since 2014. Outside his advisory duties, he serves as a Financial Advisory Services District Manager for State Employees' Credit Union. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes long-term, goals-based advice using low-cost index mutual funds and ETFs and operates within a credit union ecosystem connected to various affiliated financial service entities.

Joshua Swaim is a financial advisor at Credit Union Investment Services with Series 66 registration and one year of industry experience. He has held positions at SECU Brokerage Services, SECU Life Insurance Company, State Employees' Credit Union, and Amerilife. Outside of finance, he worked with Yadkin County Emergency Services for eight years. Credit Union Investment Services serves individual investors who reside in North Carolina, providing 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, and operates within a credit-union ecosystem as a subsidiary of State Employees’ Credit Union.

William Thornton is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at M. S. Howells & Co., Efficient Advisors, and Carolina Financial Professionals. He serves as treasurer for the Bethel Methodist Men, overseeing fundraising and charitable activities. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, employing both passive and active investment strategies along with dynamic rebalancing.

Matthew Trenchard is a CFP® professional with 17 years of industry experience, currently serving at Lifemark Securities Corp. since 2018. Prior to that, he worked at Foresters Equity Services, Inc. for seven years. Outside of his advisory role, he is president and general contractor of Trenchard Ventures LLC, a business focused on landscaping and remodeling. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and tailors advice through suitability assessments, with accounts managed on both discretionary and non-discretionary bases.

Lisa Moore is a financial advisor at Credit Union Investment Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including First Citizens Bank, Transamerica, and Members Trust Company. Moore also serves as an agent for SECU Life Insurance Company and provides financial advisory services through State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina with 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.

Michael Ferrin is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Compass in 2023, he worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2001 to 2023. He is also president of Pinnacle Insurance and Investments, Inc., where he is involved in sales and service related to securities and fixed insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes and supports approximately 1,310 client relationships through a team of 27 advisors.

Joshua Barker is a financial advisor with Credit Union Investment Services in Clemmons, NC. He holds a Series 66 designation and has one year of industry experience. His background includes roles at SECU Brokerage Services, State Employees’ Credit Union, and First National Bank. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based strategies using low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem as a subsidiary of State Employees’ Credit Union and focuses on non-discretionary assets and salaried advisors.

Richard Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at M. S. Howells & Co., Efficient Advisors, LLC, and Triad Advisors, Inc., among others. Outside of investment advisory, he is involved with Carolina Financial Professionals LLC, where he manages insurance sales. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising approach supported by patented software and evidence-based processes, combining passive and active investment strategies with dynamic rebalancing.

Ronald Perry is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Founders Financial Alliance in 2020, he worked at UBS Financial Services from 2011 to 2020. Outside of his advisory role, he participates as a club member in Hagerty Classic Car Club’s Drive Share rental program, which involves renting classic cars under a supervised insurance arrangement. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and portfolio monitoring, and offers a family-office style program under a flat fee structure.

Abby Drawdy is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has nine years of industry experience and has worked with Members Trust Company since 2019. Abby also serves as a financial advisory services specialist with State Employees’ Credit Union, where she has been employed since 2006, and as a life insurance agent for SECU Life Insurance Company since 2016. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm generally recommends low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.

Shawn Elder is a CFP® professional with five years of industry experience, currently affiliated with Credit Union Investment Services in Winston Salem, NC. He has held positions at Members Trust Company and SECU Brokerage Services, and has been involved with State Employees' Credit Union and SECU Life Insurance Company since 2014 and 2016, respectively. Elder serves as a Financial Advisory Services Specialist at State Employees' Credit Union and is also an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement planning focused on long-term goals. The firm emphasizes low-cost index funds and ETFs, with investment representatives as salaried employees within the credit union system.

Lori Smith is a financial advisor with Independent Advisor Alliance, LLC in Clemmons, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior work includes roles at LPL Financial, Fidelity Investments, MassMutual Life Insurance Company, Merrill, and UBS Financial Services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management and utilizes technology platforms for asset aggregation and estate planning.

Steven Gallo is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been affiliated with LPL Financial and Independent Advisor Alliance since 2015. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing a network of advisory representatives supported by third-party managers and advanced technology platforms.

Jonathan Marzano is a financial advisor with Independent Advisor Alliance, LLC and has 25 years of industry experience. He has been associated with LPL Financial and Independent Advisor Alliance since 2015. His credentials include Series 63 and Series 65 licenses. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives supported by technology platforms and offers access to third-party estate-planning resources.

Mickey Morton is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors and Bb&T Securities. Outside of his advisory work, Morton manages a vacation property through Morton Legacy Investments, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies supported by third-party platform and manager arrangements, with an emphasis on inter-affiliate integration and oversight.

Michael Mc Gilvary is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with Independent Advisor Alliance, Marzano Capital Group, and LPL Financial since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary portfolio management with advanced analytical techniques and technology platforms.

Alva Smith is a financial advisor with Eagle Strategies (NY Life) based in Advance, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Eagle Strategies since 1999 and with New York Life Insurance Company since 2006. Smith serves as a board member of Clemmons First Baptist Church’s Finance Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis.

William James is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual in various capacities from 2017 to the present. Outside of advisory services, he has experience in business ownership through Davie Subways Inc. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by technology platforms and a network model of advisory representatives.

Charles Taylor is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and over 20 years of industry experience. He has worked with Hornor Townsend And Kent, Inc. since 2007 and has a background in CPA services, currently serving as a partner at Taylor & Parsley, CPAs, PLLC. Outside of financial advising, Taylor is involved in corporate training and coaching through a family business and serves on the advisory board of Truist Lexington, focusing on community involvement. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, employing both discretionary and non-discretionary account management with third-party asset managers under a dual-registered adviser and broker-dealer framework.