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.

Robin Caldwell is a Series 66 registered advisor with Navy Federal Investment Services, LLC, based in South Mills, NC. He has 19 years of industry experience and has worked with various Navy Federal entities since 2000. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs model portfolios managed by third-party managers and provides account monitoring, rebalancing, and overlay services through established custodians.

Robert Woods is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with 14 years of industry experience. He has worked at AE Wealth Management since 2016 and previously spent five years at Global Financial Private Capital. Woods also operates Woods Financial, an insurance and annuity sales business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and a platform that combines advisor-managed and third-party models.

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.

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.

Kenneth Burgess Jr. is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Mansfield & Sons. Outside of his advisory role, he is involved in farming through Mansfield & Sons LLC in Camden, NC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Yates Jr. is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America (Merrill Lynch) for 14 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

William Breon is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Financial, Inc. He is also the founder of Will Breon (Brand), a clothing and apparel business involved in clothing design, social media content creation, and website inventory management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Charles Hughes is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining Cambridge in 2021, he worked at Lincoln Financial Securities Corporation for 13 years. Outside of his advisory role, Hughes serves as president of multiple insurance agencies and is a board member of a community organization. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent professionals and multiple account platforms.

Jason Guill is a financial advisor with Edward Jones in Moyock, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

William Hannan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes positions at Raymond James Financial Services and Townebank. Outside of his advisory role, he serves as President of the Carolina Highlands Property Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations in partnership with clients’ advisors.