Zachary Pittman

Darek Hunt is a financial advisor with Aurora Strategic Advisors, LLC in Lumberton, NC, holding Series 63 and Series 65 designations and over 23 years of industry experience. He has been with Aurora Strategic Advisors since 2015 and is also licensed as a life insurance producer, with insurance activities ancillary to his advisory role. Aurora Strategic Advisors serves individual clients, including both high-net-worth and non-high-net-worth households, offering portfolio management and financial planning services. The firm manages approximately $24.4 million in assets and combines investment advisory with insurance product placement through its affiliated insurance agency.

Jared Smith is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has three years of industry experience and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2015. He also serves as a life insurance agent with SECU Life Insurance Company. Credit Union Investment Services serves individual investors and 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, with advisory representatives employed on a salaried basis by the parent credit union.

Ashleigh Chadwick is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where she serves as a Financial Advisory Services District Manager. Chadwick's role includes supervisory responsibilities and providing financial services to eligible members. 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, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers and client-directed implementation.

Frankie Hunt is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Hunt has worked at Credit Union Investment Services since 2017 and currently serves as a Trust Representative at Members Trust Company. Additionally, Hunt is a Financial Advisory Services Specialist at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily 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 typically recommends low-cost, index-based mutual funds and ETFs, along with fixed-income products, using a goals-based, long-term planning approach.

Desmond Taylor is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at UNC-Wilmington and Cape Fear Community College. Taylor serves on the boards of the Douglas Byrd Academy of Finance, where he contributes to financial literacy education, and Stanton Hospitality House, which supports families in medical crisis. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base including individuals, corporate clients, and retirement plans. The firm utilizes fundamental and cyclical analysis, model rebalancing, and periodic reviews, offering portfolio management through multiple channels including proprietary model portfolios and separately managed accounts.

Robert Starcher is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.