Keenan Hall is a financial advisor with Credit Union Investment Services holding Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments and is currently affiliated with State Employees' Credit Union and SECU Brokerage Services. Credit Union Investment Services primarily serves North Carolina individual investors, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with a goals-based approach emphasizing long-term investment horizons and low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and focuses on delivering advice without commission-based recommendations.

Amanda English is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked concurrently with Secu Life Insurance Company, Members Trust Company, and State Employees’ Credit Union since 2010. Outside of her advisory roles, she owns and manages a chicken farming business and serves as assistant treasurer for the Pender Sheriff's Charitable Foundation. 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 typically recommends low-cost, index-based mutual funds and ETFs alongside fixed-income products, employing a goals-based, long-term planning approach.

Sue Sandlin Plaehn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 39 years of industry experience and has been with Mutual of Omaha and its affiliated entities since 1977. In addition to her advisory role, she is president of Sue Sandlin-Plaehn Insurance and Financial Services, Inc., offering life, health, and annuity insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and uses Pershing as custodian, serving a broad client base including both non‑high-net-worth and high-net-worth individuals.

Connor Newsome is a CFP® with three years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. He has been affiliated with Members Trust Company since 2023 and holds roles with SECU Life Insurance Company and State Employees' Credit Union, where he has provided financial advisory services since 2015. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients in North Carolina, 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.

Candace Lindeberg is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2016. Outside of finance, she provides live audio description of theatrical performances for visually impaired patrons. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union and provide recommendations without exercising trading discretion.

Gregory Rhinehardt is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis while overseeing third-party manager and UMA strategies.

Joseph Freedland is a CFP®-certified financial advisor with Capital Investment Advisory Services, LLC, based in Raleigh, NC. He has 12 years of industry experience and has been with Capital Investment Companies since 2012. Outside of his advisory role, Freedland serves as a trustee for a testamentary trust and is involved in managing rental property partnerships. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a mix of analytical methods and ongoing portfolio monitoring.

Christopher Reid is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Woodward Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC. Outside of financial advising, he is the lead coach for Fitter and Faster Swim Clinics, a swim and fitness business. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Kelsey Oltmans is a financial advisor at Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. She has worked at Strategic Blueprint since 2019 and has been involved with The Strategic Financial Alliance and Cornerstone Wealth Management for over a decade. She is also a partner and director of operations at Cornerstone Wealth Management, where she manages systems and finance. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement consulting, and educational programs, including a formal Subscription Advisory Services program with a flat-fee model.

Douglas Payne is a CFP® with 13 years of experience, currently serving as a financial advisor at Credit Union Investment Services in Raleigh, NC. He has held roles at Secu Life Insurance Company, Secu Brokerage Services, Members Trust Company, and State Employees' Credit Union since 2007. Outside of his advisory work, Payne is the Director of Finance for Anthrocon Inc., a nonprofit organization. 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 alongside fixed-income products, with salaried advisors who provide recommendations while clients retain final decision-making authority.

John Franklin is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with IFG Advisory, LLC and LPL Financial LLC, and previously worked at Securities America Advisors. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a diversified investment approach incorporating sub-advisors, third-party models, and multiple analytical methods to tailor strategies to client objectives.

Nikolas Gernhard is a financial advisor at Kestra Private Wealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining Kestra in 2023. Outside of his advisory role, he co-owns a rental property with his wife and is involved with Destination Wealth Advisors, assisting clients with financial planning. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Clark Callaway is a financial advisor at Capital Investment Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Investment Advisory Services since 2016. Prior to that, he was with Princor Financial Services Corporation and Principal Life Insurance Company from 2014 to 2016. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting regular portfolio reviews.

Frederick Turner is a CFP® professional with 20 years of industry experience, currently affiliated with Capital Investment Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fidelity Bank, and Fifth Third Bank. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients, offering customized investment programs primarily managed on a discretionary basis. The firm utilizes multiple analytical methods and a wide range of investment strategies tailored to client objectives.

Miranda Mc Neil is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC. She has been with the firm and its affiliated entities since 2025 and has prior work experience in retail and education. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s advisors are salaried employees of the parent credit union and emphasize client decision-making without exercising trading discretion.

Jonathan Miller is a Series 66-licensed financial advisor at Credit Union Investment Services with three years of industry experience. He has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2015. Outside of his financial services roles, he occasionally resells retro sneakers such as Jordans and Nike products. 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, fixed-income products, and a goals-based planning approach, with advisory representatives employed by the parent credit union rather than working on commission.

Michael Weyenberg is a financial advisor at Integrity Advisory Solutions in Raleigh, NC, holding a Series 65 credential with three years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Burlington Alliance Capital Management and has additional experience in the construction and development sector with DH Griffin Companies, Samet Corporation, and Gilbane Building Company. He is also the owner and managing member of Weyenberg Group, LLC, an insurance company specializing in life, accidental, Medicare supplement insurance, and annuities, where he trains and assists agents. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing various asset-allocation frameworks and third-party platforms to deliver tailored investment solutions.

William Rogers is a financial advisor at Capital Investment Advisory Services, LLC with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he holds power of attorney responsibilities for his mother. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a range of analytical methods and conducting at least quarterly portfolio reviews.

David Biliter is a CFP® with 36 years of experience in the financial industry. He is currently with SVB Wealth LLC, where he has worked since 2023, and previously held roles at First Citizens Investor Services and Arvest Asset Management. He serves as President of SVB Wealth and holds a board position at the firm. SVB Wealth LLC serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a combination of fundamental, quantitative, and technical analysis, with both discretionary and non-discretionary investment options.

Laura Northcutt is a financial advisor at Credit Union Investment Services with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked concurrently with Secu Life Insurance Company, Members Trust Company, Secu Brokerage Services, and State Employees’ Credit Union since 2010. Northcutt serves as a life insurance agent and trust representative in addition to her advisory role. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.