Darek Hunt is a financial advisor with Aurora Strategic Advisors, LLC in Lumberton, NC, holding Series 63 and Series 65 designations and over 23 years of industry experience. He has been with Aurora Strategic Advisors since 2015 and is also licensed as a life insurance producer, with insurance activities ancillary to his advisory role. Aurora Strategic Advisors serves individual clients, including both high-net-worth and non-high-net-worth households, offering portfolio management and financial planning services. The firm manages approximately $24.4 million in assets and combines investment advisory with insurance product placement through its affiliated insurance agency.

Ashleigh Chadwick is a financial advisor with Credit Union Investment Services who holds Series 65 and Series 63 designations and has 10 years of industry experience. She has worked with Members Trust Company since 2017 and has been involved with several affiliated entities including SECU Life Insurance Company and State Employees' Credit Union since 2014. Chadwick serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, providing non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm operates within a credit-union ecosystem and emphasizes a goals-based, long-term investment approach with a focus on no-load, low-cost index funds and ETFs.

Frankie Hunt is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Hunt has worked at Credit Union Investment Services since 2017 and currently serves as a Trust Representative at Members Trust Company. Additionally, Hunt is a Financial Advisory Services Specialist at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients in North Carolina, offering 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, along with fixed-income products, using a goals-based, long-term planning approach.

Desmond Taylor is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has six years of industry experience and has worked with Creativeone Wealth, LLC and CLC Financial. Taylor serves on the boards of the Douglas Byrd Academy of Finance, focusing on financial literacy education, and Stanton Hospitality House, which provides support to families in medical crisis. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a range of services including financial planning, portfolio management, and retirement-plan fiduciary services through a network of 127 advisors.

Robert Starcher is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Shannon Cotter is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and American Income Life Insurance Company. She also serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tony Bullard is a financial advisor with Truist Advisory Services in Lumberton, NC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously spent 21 years with Bb&T-affiliated firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research to support client portfolios.

Richard Hartney Jr. is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Henry Leggette is a financial advisor with Raymond James Financial in Lumberton, NC, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2000 and serves as president of HTL Wealth Management, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs such as municipal advising and SIMPLE IRA employer consulting.

Joshua Jackson is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Lumberton, NC. He has six years of experience at Edward Jones, with prior work at Southeastern Regional Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies and affiliated investment products through a nationwide network of over 23,000 advisors.

Mary Walter is a financial advisor with Edward Jones in Lumberton, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she serves as a member of the advisory board for the UNC Nutrition Research Institute. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harry Walter is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes roles at Arthur J. Gallagher and Hill Chesson & Woody. 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 large network of financial advisors and branch offices nationwide.