Thomas Ren

Christopher King is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at multiple related firms, including Members Trust Company and SECU Life Insurance Company. King serves as Vice President at State Employees’ Credit Union, where he oversees branch operations and lending. Credit Union Investment Services serves North Carolina residents, primarily individual investors, providing non-discretionary portfolio management, retirement, and financial planning. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisors who offer recommendations while clients retain final decision authority.

Jason Singleton is a financial advisor at Good Life Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC, Wachovia Bank, and LPL Financial. Singleton has been with Good Life Advisors since 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Justin Hall is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management in its AMC programs. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations with a range of investment consulting and management solutions that include third-party managers and advisor-led asset allocation.

Brandyn Shetler is a Certified Financial Planner® with seven years of industry experience. He is currently with Kestra Advisory Services and Kestra Investment Services, having previously worked at The Vanguard Group. Prior to his financial career, he was involved with Nomad Aquatics and Fitness Center and the University of North Carolina at Charlotte. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and pooled employer plan arrangements.

Kaitlin Stacey is a financial advisor at PNC Wealth Management with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining PNC Investments LLC, her work history includes roles at Capital Investment Advisory Services and PNC Bank. Outside of her advisory role, she also works as a server and bartender at Warehouse 18 Venues. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm’s approach involves algorithm-driven portfolio recommendations and utilizes mutual funds and ETFs within approved model strategies managed by PNC or third-party strategists.

Carla Souther is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in North Wilkesboro, NC. She has held positions with several entities including CNS of Wilkes County, LLC, where she serves as member and president, and owns Carla Souther Financial Services, a support company. Souther is also a board member of the Women’s Worth Alliance, contributing to content development and networking efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes a tailored advisory approach that often involves non-discretionary client decision-making, supported by extensive research and a broad affiliate network.