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.

Michael Davis is a financial advisor at Wealth Watch Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at KCD Financial and Fortress Financial Partners. Before entering financial services, he was employed at Mercy Diagnostics for seven years. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm uses an investment approach that combines quantitative, qualitative, and technical methods through approved third-party model managers and offers both discretionary and non-discretionary portfolio management.

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.

Jonathan Huss is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, holding a Series 65 credential with 10 years of industry experience. He has worked at First Citizens Asset Management since 2016 and has been with First Citizens Bank & Trust Company since 2014. Outside of his advisory role, he is involved in a rental property business. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, institutions, and municipalities. The firm employs a multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis within discretionary portfolio management.

Amy Simonson is a financial advisor at Verity Asset Management with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with various Verity entities since 1996. In addition to her advisory role, she serves as CFO and COO of PlanScope360, LLC, a third-party administration firm focused on finance, operations, and strategic business development. Verity Asset Management is an SEC-registered investment adviser serving individual investors, corporate and institutional clients, and other advisers. The firm offers discretionary portfolio management, retirement-plan advisory, and financial planning, using a model-driven investment process that emphasizes tactical asset allocation across multiple asset classes.

Cameron Evans is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Foundations Investment Advisors LLC, LifePro Asset Management, LLC, Coppell Advisory Solutions, LLC, and he has been president of Evans Wealth & Asset Management, Inc. since 2012. Evans also provides financial advisory services through his own firm, Evans Wealth & Asset Management, Inc., where he has been involved in money management, insurance, and consulting. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized process to manage portfolios through discretionary mandates, third-party managers, or private-label model portfolios, with ongoing monitoring and risk disclosure.

John Nash is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses with 47 years of industry experience. He previously worked at Mid-Atlantic Securities, Inc. for 36 years before joining Level Four Financial, LLC. Nash is also vice president of a family farming and investment corporation, Arkcar Farm. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and both proprietary and third-party investment platforms.

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.

Michael Wilson is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with 21 years of industry experience. He holds the Series 66 designation and has worked at First Citizens Bank and First Citizens Investor Services since 2013. Wilson also serves as an officer and director at First Citizens Asset Management in a non-paid role. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks with ongoing monitoring and dynamic asset allocation.

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.

Nathan Oltmans is a CFP® professional with 18 years of industry experience. He is currently with Strategic Blueprint, LLC and has prior experience at Cornerstone Wealth Management and The Strategic Financial Alliance, Inc. Outside of his advisory roles, he is also involved as an agent with Tucker Insurance Services, specializing in fixed life insurance referrals. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a variety of services including portfolio management, financial planning, retirement consulting, and educational seminars.

William Orchard Hays III is a financial advisor with HBW Advisory Services LLC in Durham, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Silver Oak Securities, Cetera Wealth Services, and multiple financial services firms he has been associated with since 2005. He is also involved with Stepwise Financial, an independent financial professional business. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and multi-manager diversification, and is noted for its institutional and intermediary services alongside a high client load per advisor.

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.

James Batey is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior work includes 15 years at Valic Financial Advisors and four years at AGIA. He also works as an agent involved in non-securities insurance products. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm’s evidence-based investment approach incorporates asset allocation, periodic rebalancing, and a mix of strategies tailored to client goals and risk tolerances.

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.