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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.