Kayla Smith is a financial advisor at Credit Union Investment Services with six years of industry experience. She holds the Series 63 and Series 65 licenses and has worked in various roles within SECU-related entities since 2009. Outside of financial services, she also works in customer service for Crate and Barrel. Credit Union Investment Services serves individual and trust clients in North Carolina with a non-discretionary investment approach, focusing on low-cost mutual funds, ETFs, and fixed-income products alongside retirement and financial planning. The firm’s advisers are salaried employees of the parent credit union and provide recommendations while clients retain final decision authority.

Russell Ahlers is a financial advisor at Credit Union Investment Services with 23 years of industry experience. He holds a Series 66 designation and has worked with several firms including Members Trust Company and LPL Financial. He is also involved as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning with a focus on low-cost index funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes a goals-based, long-term investment approach.

Noah Hollowell is a Series 66-licensed financial advisor with Credit Union Investment Services in Statesville, NC, and has three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and multiple entities within the State Employees’ Credit Union system, including SECU Life Insurance Company where he also acts as a life insurance agent. Hollowell has experience outside finance as well, having managed a home improvement business and worked with a cleaning service. Credit Union Investment Services primarily serves 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 goals-based long-term planning, with salaried advisors who provide recommendations while clients retain final decision authority.

Ryan Engle is a financial advisor with Latitude Advisors, LLC and holds the Series 66 and Series 63 designations. He has five years of industry experience, including prior roles at GWN Securities Inc., LPL Financial LLC, and Thrivent Financial. Outside of advising, Engle is involved in multi-level marketing with Amway. Latitude Advisors serves individual, high-net-worth, institutional, and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies, combining internal and third-party approaches to construct portfolios tailored to client goals and risk tolerance.

Kenneth Jones II is a financial advisor with Edward Jones, holding the CFP® designation and Series 66 and Series 63 licenses, with 31 years of industry experience. He worked at Franklin/Templeton Distributors, Inc. for 28 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated financial services beyond advisory functions.

James Magee Jr. is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Statesville, NC. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

David Payne is a financial advisor at OSAIC Wealth, Inc. with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at LPL Financial, LLC and Woodbury Financial Services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm integrates brokerage and advisory services, employing various asset allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Zachary Payne is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at LPL Financial and Woodbury Financial Services, and he has operated Payne Financial Consultants since 2009. In addition to advising, he owns an insurance agency focusing on fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs technology-driven portfolio construction and supports various advisory platforms and legacy programs.

Joel Torres is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bb&T Securities, BBTIS, and Bb&T Bank from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Haughwout is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Edward Jones in Mocksville, NC, where he has worked since 2023 and previously from 2012 to 2017. His prior experience includes roles at TD Ameritrade and PNC Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kenneth Wiles is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Raylen Vineyards, TD Ameritrade Investment Management, LLC, and Scottrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Christopher Funk is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Stewardship and Finance Committee of Deep Creek Friends Meeting in Yadkinville, NC. 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 network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Steven Harder is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and United Federal Credit Union, having also worked at firms including The Vanguard Group, Wells Fargo Clearing Services, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.

Laurie Laucks is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016 and previously operated a business called Life's A Stitch from 2014 to 2016. Edward Jones serves more than four million individual and institutional clients with a wide range of wealth management services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Brent Bowman is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation alongside Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked five years at LPL Financial and ten years at Woodbury Financial Services. Bowman also sells fixed annuities as part of his other business activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include various asset classes, with options for discretionary or non-discretionary management.

Dorthy Hilt is a financial advisor at Edward Jones in Statesville, NC, holding a Series 66 designation. She has one year of experience at Edward Jones and previously worked for eleven years at United Federal Credit Union. 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 strategies. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Casey Best is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has prior work experience in education and as a homemaker. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.