Anthony Cruz is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds the Series 66 designation and has worked with the State Employees' Credit Union since 2019 in various financial services roles, including as a Financial Advisory Services Specialist and a life insurance agent. Prior to this, he held positions at Mariner Finance, Walgreens Inc., and UNC Greensboro. 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 investment adviser representatives are salaried employees of the parent credit union.

Ikechukwu Egwuonwu is a financial advisor at Root Financial Partners with two years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Beacon Pointe Advisors, Ayco (Goldman Sachs), and Deloitte Services LP. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming alongside its advisory services.

Jenna Middleton is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with Members Trust Company since 2022 and has been associated with multiple affiliates of State Employees' Credit Union since 2012. Outside of her advisory roles, she is the founding manager of CJML Ventures LLC, a sales and tax accounting business. 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 focuses on low-cost, index-based mutual funds and ETFs and operates as a salaried employee model within the parent credit union structure.

Garrett Smith is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Belpointe since 2020. Prior to that, he was employed at MML Investors and MassMutual Wisconsin. Smith is also an assistant professor at the University of Wisconsin-Whitewater and serves as the volunteer treasurer for a local nonprofit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a variety of advisory relationships.

Michael Rawls is a financial advisor at Credit Union Investment Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company since 2022. Rawls has additional roles at SECU Life Insurance Company and State Employees' Credit Union, where he provides financial advisory services to eligible members. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering 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, with advisory representatives who are salaried employees of the parent credit union.

Zachary Overton is a Series 66-credentialed financial advisor at Credit Union Investment Services with two years of industry experience. He has held roles at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union, where he serves as a Financial Advisory Services Specialist. Outside of his advisory work, he works as a delivery driver for Doordash. 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 long-term, goals-based approach using low-cost index mutual funds and ETFs, operating within a credit-union ecosystem as a subsidiary of State Employees’ Credit Union.

Patricia Blair is a CFP® professional with 16 years of industry experience, currently affiliated with Wedbush Securities Inc. She previously worked at UBS Financial Services Inc. for ten years. Outside of her advisory role, she is involved as a community coach with Winston Salem Forsyth County Schools and has input on operations at a local coffee shop owned by her family. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services with a wide range of wealth management and capital markets capabilities.

Sherry Campbell is a CFP® professional with 29 years of industry experience, currently affiliated with The Strategic Financial Alliance, Inc. She has worked at Gencrest Capital Partners since 2024 and has been involved with Strategic Blueprint, LLC and The Strategic Financial Alliance for nearly a decade each. In addition to her advisory roles, she provides tax preparation and divorce wealth planning services. The Strategic Financial Alliance serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management, financial planning, and consulting services, utilizing a range of investment strategies through co-advisory relationships and third-party managers.

Richard Polson is a financial advisor at Kingsview Wealth Management, LLC with 24 years of industry experience. He has held roles at Kingsview Partners LLC since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the front man and vocalist for a cover band. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporations, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an in-house portfolio group. The firm integrates discretionary portfolio management with proprietary model strategies, ETFs, and external investment platforms to support client portfolios.

Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked with Thrivent Financial and multiple insurance firms. Outside of his financial advisory role, he serves as a pastor at Revolution Worship. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental, technical, and cyclical analysis to build customized portfolios.

Ashley Madden is a CFP® professional with 18 years of industry experience, currently affiliated with Strategic Blueprint, LLC. She has held roles at GenCrest Capital Partners, The Strategic Financial Alliance, and Hutchinson Family Offices. Madden serves on the board of the Community Foundation of Greater Greensboro and provides business owner exit planning and divorce-related expert services as an independent contractor. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, and a subscription advisory program, with an emphasis on client education and a formal annual flat-fee planning model.

Robert Plybon is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at M Holdings Securities since 2004 and has operated Plybon & Associates, specializing in insurance and benefit plans, since 1972. Plybon serves on the Board of Trustees at East Carolina University, where he chairs the Facilities and Finance Committee. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide through a network of independent firms. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory, and insurance-contract advisory services, utilizing multiple sponsored platforms and a fiduciary monitoring process.

Jana Nethery is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has concurrent roles 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. Beyond her advisory work, she holds treasurer roles for Creekside Park HOA and the Living Water Foundation and serves as a director for the Living Water Foundation. Credit Union Investment Services serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on low-cost mutual funds and ETFs. The firm operates within the State Employees’ Credit Union ecosystem and emphasizes goals-based advice with a long-term investment horizon.

Phyllis Lancaster is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously worked at Cetera Advisor Networks LLC for nine years and has experience with American Dream Residential. Outside of her advisory role, she is involved in a family livestock business, serves on the board of a promotional materials company, and holds a Director-at-Large position with the Greensboro Estate Planning Council. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as entities like pension plans and endowments. The firm uses customized, long-term strategies including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors, and offers insurance placement services through its Risk Management Department.

Dylan Martin is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at The Fiduciary Alliance and has held prior roles at Northwestern Mutual Wealth Management Company, Thrivent, and Merrill Lynch. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses and operates a network of investment advisor representatives under a multi-team business model.

James King is a CFP® professional with 13 years of experience in financial advising. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., where he has worked since 2021. Prior to that, he held positions at Purshe Kaplan Sterling Investments and McMillion Capital Management. Outside of his advisory work, King is a licensed insurance agent and occasionally recommends insurance products in his practice. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement participants, and institutional investors, including sovereign wealth funds. The firm employs a combination of active and passive strategies and offers operational capabilities such as risk-tolerance assessment platforms and directly held account order management.

Kevin Benson is a financial advisor at Forum Financial Management, LP with five years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Forum in 2025, he worked at Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Benson is also a partner at Smith Leonard PLLC, an accounting and tax preparation firm, and serves on the finance committee of Caldwell Academy, a private Christian school in Greensboro, NC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Rapp is a financial advisor at Mutual Advisors, LLC based in Greensboro, NC, with 12 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Mutual Advisors and Mutual Securities, Inc., he worked at Edward Jones and Forsys Consulting LLC. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and serving a range of clients including sovereign wealth funds through various advisory and implementation platforms.

Kolby Madsen is a financial advisor at Kingsview Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Fidelity Investments. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, including its in-house portfolio group and proprietary ETFs.

Garrett Malin is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Members Trust Company since 2018 and holds concurrent roles at SECU Life Insurance Company and State Employees' Credit Union, where he serves as a Financial Advisory Services District Manager. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, providing 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 funds and ETFs, with investment representatives employed by the parent credit union on a salaried basis.