William Barnes

Kisha Ellerbe is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with Members Trust Company since 2018 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union for over a decade. She serves as a Financial Services Officer at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services primarily serves individual investors and a smaller number of trust clients 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, fixed-income products, and a goals-based, long-term planning approach.

Marc Humann is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at various Truist-affiliated entities since 2001 and serves as a commissioner for the Rockingham Housing Authority. Truist Advisory Services is an SEC-registered investment adviser with approximately 2,455 advisors and manages about $67.7 billion in assets. The firm provides investment consulting and plan services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Brett Webb is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, Wells Fargo Clearing, and Wells Fargo Advisors. Webb is also involved with Brightleaf Wealth Management, a business related to his LPL practice. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment delivery options, combining large-scale advisory operations with additional financial products and services.

Philip Stone is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.