Alexander Oliver is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and one year of industry experience. He has worked with several affiliates of State Employees' Credit Union, including SECU Brokerage Services and SECU Life Insurance Company, where he serves as an insurance agent. Oliver’s background also includes roles outside finance, such as at Fayetteville State University and in retail and food service. Credit Union Investment Services serves individual investors and trust clients in North Carolina by 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, with salaried advisors who offer recommendations while clients retain final decision-making authority.

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.

Joseph Bowen is a financial advisor with Edward Jones in Laurinburg, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked with Lincoln Heritage Life Insurance and Bankers Life Insurance. Outside of his advisory role, Bowen is involved with the Laurinburg Masonic Lodge and has experience as an embalmer and preneed specialist in funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

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.

Paul Brooks II is a financial advisor with Edward Jones in Laurinburg, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Outside of his advisory work, he serves as a project analyst and chaplain for Scotland Health Care System and is an itinerant preacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of advisors and branch offices nationwide.

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.

Kristi Hammond is a ChFC® credentialed financial advisor with Edward Jones, where she has worked since 2000, bringing 25 years of industry experience. She is also the managing member and owner of Patriot Hauling, LLC, a dump truck hauling business based in Hope Mills, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Wright is a Series 66 licensed financial advisor with Edward Jones in Raeford, NC, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, Wright is involved in family real estate holdings and owns land used for pine straw sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

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.

Brad Currie is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked with firms including Waddell & Reed Inc and various insurance carriers prior to joining LPL Financial. Outside of his advisory role, he assists with operational tasks at Currie Insurance, a family-owned business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party providers.

Joy Wicker is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Advisors, and Wells Fargo Clearing. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Rebecca Hughes is a financial advisor at Edward Jones with 18 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2017. Prior to that, she was involved with Rebecca Hughes Insurance Agency and STATE FARM VP MANAGEMENT CORP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network, as well as affiliated capabilities including mutual funds and securities-based lending.

Bette Sellers is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, with a period of self-employment from 2017 to 2022. Outside of advising, she owns a cleaning service in Laurinburg, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.