Kenneth Burgess 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.

Aaron Brown is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held positions at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

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.

Michelle Hoff is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

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.

Joseph Chory III is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including 13 years at Lincoln Financial Securities Corporation before joining Cambridge in 2021. Outside of his advisory work, he serves as chairman of the deacon board at Symons Creek Tabernacle in Elizabeth City, NC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios and third-party strategists across multiple account platforms.