Jonathon Marsh

Anthony Cruz is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds the Series 66 designation and has worked with the State Employees' Credit Union since 2019 in various financial services roles, including as a Financial Advisory Services Specialist and a life insurance agent. Prior to this, he held positions at Mariner Finance, Walgreens Inc., and UNC Greensboro. 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 its investment adviser representatives are salaried employees of the parent credit union.

Christopher Scott is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at TIAA-CREF, The Tavenner Company, and Scott Financial Services. He is also a notary public in Bear Creek, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Laura Clapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 66 registration and manages her practice in Siler City, North Carolina. Outside of her advisory work, Clapp is involved in agricultural equipment sales and service through Clapp Enterprises LLC and acts as a bookkeeper for Clapp Farm, a cattle operation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers various investment advisory programs and maintains a large national network of advisors and branch offices.

Celeste Little is a financial advisor at Fidelity with six years of industry experience and holds Series 63 and Series 66 credentials. She previously worked at Veritude LLC and the Wake County Public School Systems. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and evaluation controls.

Joshua Hand is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he worked at Supreme Alliance LLC and Grace Financial Services, and served four years in the United States Navy. Outside of his advisory role, Hand is a pastor at Freedom Family Church, where he leads the prayer team, conducts communion, teaches, preaches, and performs baptisms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a broad range of financial planning topics. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Joseph Griffith III is a financial advisor with MWA Financial Services Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been associated with MWA Financial Services and Liberty Advisors since 2003, and has over four decades of experience in sports officiating. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.