Cody Nussbaum is a financial advisor with Credit Union Investment Services in Dunn, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with State Employees' Credit Union since 2016 and holds roles with SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management and financial planning focused on long-term goals using low-cost mutual funds and ETFs within a credit union structure.

William Barefoot is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has served in various roles since 2012, including Financial Advisory Services District Manager at State Employees' Credit Union and Agent at SeCU Life Insurance Company. In addition to his financial advisory work, he operates a landscaping and lawn care 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 emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers who provide recommendations while clients retain decision-making authority.

Bryson Lee is a financial advisor at Credit Union Investment Services with a Series 66 designation and one year of industry experience. Prior to his current role, he has worked with SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his financial advisory career, he is involved with Rose & Graham Funeral Home Inc. Credit Union Investment Services serves individual investors who are residents of 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 a credit union ecosystem and emphasizes a goals-based, long-term investment approach.

Jessica Lester is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Wells Fargo. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options alongside financial planning and tax support services.

Joshua Tirado is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2012. Outside of his advisory role, he manages Healthy Wealthy & Wise, a company providing marketing for educational webinar services focused on client life improvement. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Edgar Barbour is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its solutions.

Brian Jernigan is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Brian worked at State Employees' Credit Union from 2013 to 2021, advancing from Financial Services Representative to Senior Financial Services Officer II. With over a decade of experience in the financial industry, Brian is a CERTIFIED FINANCIAL PLANNER4 professional. He focuses on client collaboration and education to develop personalized financial plans tailored to individual goals. Outside of his professional career, Brian enjoys camping, outdoor adventures, parenthood, scuba diving, and traveling.

Robbie Misplay is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current position since 2014 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an emphasis on both non-discretionary and discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Megan Stewart is a financial advisor with Edward Jones in Godwin, NC, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Merrill, Massachusetts Mutual Life Insurance Co, and State Farm. Outside of finance, she owns Stewart Farm and Land Management LLC, which provides landscaping services and raises goats and rabbits, as well as New England Premier GSPs LLC, a dog breeding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Danielle Osborne is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at Southco, Harold Beck & Sons, and C2 Education. Osborne serves as Secretary on the Board of Directors for the Eastover Sanitary District in Eastover, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Melissa Scott is a CFP® professional with 18 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. Her prior experience includes roles at First Bancorp and Infinex Investments, as well as First Citizens Investor Services. Outside of advisory work, she is a board member of the Dunn Committee of 100 and owns businesses in agriculture and insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports a range of investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored by independent Financial Professionals.

Angela Brown is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Charles Bradshaw is a financial advisor with Edward Jones in Dunn, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Harrell is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2020. Prior to that, he held positions at AC Hall Company, Southern Bank and Trust, and Wells Fargo and Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Russell Galvan is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He worked at The HP Group, LLC for ten years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Matthew Abold is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, with prior roles at Cadaret, Grant & Co., Inc., Northwestern Mutual Wealth Management Company, and Northwestern Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Milford Quinn is a financial advisor at UBS Financial Services with 21 years of industry experience. He has worked at UBS since 2006 and holds the Series 63 and Series 65 designations. Quinn serves on the finance committee for Harnett Health System and is an advisory board member for Harnett County Economic Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.