William Faber

Jacob Stewart is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Wealth More Enterprise, Inc., where he has worked since 2024, and also has ongoing experience at Brightside since 2022. His previous roles include positions at Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of his advisory work, Stewart is involved with Brightside as a financial assistant. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm offers discretionary portfolio management via a wrap-fee program that integrates proprietary algorithms with human advisor consultations and serves clients through tiered plans and app-based access.

Dana Dawson is a financial advisor with Credit Union Investment Services in Wilson, NC, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. She has worked with Members Trust Company since 2016 and has been affiliated with several entities related to State Employees' Credit Union since 2010, including roles in financial advisory services and life insurance. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and a smaller trust client base. The firm offers non-discretionary portfolio management and retirement planning with an emphasis on low-cost, index-based mutual funds and ETFs, providing clients with recommendations while allowing them to retain final decision authority.

Brandy Carlson is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Members Trust Company since 2018 and has been self-employed as a wedding bartender and event assistant since 2017. Carlson also maintains a longstanding role with State Employees' Credit Union, where she provides financial advisory services. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, 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 a goals-based, long-term planning approach, with investment adviser representatives employed on a salaried basis.

Luke Taylor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. He has held roles at Members Trust Company since 2019 and has been affiliated with State Employees' Credit Union and its related entities since 2013. Taylor also acts as a trust representative and life insurance agent in conjunction with his advisory duties. 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 a goals-based, long-term planning approach using low-cost, index-based mutual funds and ETFs, with salaried advisors and client-directed implementation of recommendations.

Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with five years of experience in the industry. She holds a Series 65 designation and previously worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios and a range of affiliated and unaffiliated sub-advisers.

Michael Pate is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union. Outside of advisory work, he is a co-owner of Ohana Properties of Goldsboro LLC, a rental property management business. Credit Union Investment Services serves primarily North Carolina residents, 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, with salaried advisers and client-directed implementation.