Daniel Yates Jr.

Christopher Gray is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining CUIS in 2022, he worked at Wells Fargo in various roles from 2013 to 2022. He also serves as an agent with SECU Life Insurance Company and provides financial advisory services to members of State Employees' Credit Union. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management and retirement planning focused on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisers provide recommendations while clients retain final decision authority.

Robin Caldwell is a Series 66 registered advisor with Navy Federal Investment Services, LLC, based in South Mills, NC. He has 19 years of industry experience and has worked with various Navy Federal entities since 2000. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs model portfolios managed by third-party managers and provides account monitoring, rebalancing, and overlay services through established custodians.

Michael Metcalf is a Series 66-licensed financial advisor with Credit Union Investment Services and related entities, including SECU Brokerage Services and SECU Life Insurance Company. He has five years of industry experience with prior roles at Pruco Securities LLC, Equitable Advisors, and AXA Advisors. Outside of his financial advisory work, Metcalf serves as an assistant coach and referee for youth and adult ice hockey in Greenville, North Carolina. 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 operates as a salaried employee model within the State Employees’ Credit Union system.

Robert Woods is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with 14 years of industry experience. He has worked at AE Wealth Management since 2016 and previously spent five years at Global Financial Private Capital. Woods also operates Woods Financial, an insurance and annuity sales business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and a platform that combines advisor-managed and third-party models.

Ryan Dutil is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, ABNB Federal Credit Union, and CUSO Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions, supported by an in-house research team, and combines large-scale advisory operations with non-advisory product offerings.

Lea Anne Creekmore is a financial advisor at Lincoln Investment with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms including Truist Advisory Services and BB&T. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning and portfolio management services through both advisory and brokerage platforms.