Glen Barnes is a financial advisor at Ameritrust Investments of North Carolina, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameritrust since 2012. In addition to his advisory role, Barnes is an independent insurance agent and serves on the volunteer board of the Rockfish Outdoor Center, a church camp where he helps manage planning and finances. Ameritrust Investments of North Carolina, LLC provides discretionary portfolio management primarily to individual clients, managing assets internally with no account minimum. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, utilizing both long-term and short-term trading strategies including options writing, and conducts portfolio reviews at least quarterly.

Isaac Allen is a CFP® professional with 12 years of experience, currently serving as the sole advisor at Stalwart Financial Planning in Fayetteville, NC. He has been with the firm since its founding in 2011. Stalwart Financial Planning offers financial planning and investment advisory services to individuals, estates, trusts, small businesses, foundations, and charitable organizations. The firm follows a fiduciary standard and employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, with a particular focus on nonprofit and charitable clients.

David Pound is a CFP® professional with 20 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2006 and operates Nobles Pound Financial Planning since 2011. Pound is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and offers customizable portfolio management alongside access to third-party money managers.

David Nobles Jr. is a financial advisor at Geneos Wealth Management, Inc. with a Series 66 designation and three years of industry experience. He also assists Nobles Pound Financial Planning and is a notary public, in addition to conducting independent sales of fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services with a range of portfolio management strategies.

David Nobles Sr. is a CFP® with 34 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and operating Nobles Pound Financial Planning. He holds leadership roles as chairman of the real estate committee and vice president at Cape Fear Industries and serves as a trustee for the United Way Youth Stock Group. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multifaceted investment approach combining continuous account monitoring, discretionary trading, and various analytic strategies, with customizable portfolios and access to third-party money managers.

Curtis Dean is a financial advisor at Credit Union Investment Services with credentials including Series 63 and Series 65 licenses and over six years of experience in the industry. His prior roles include positions at First Citizens Investor Services and Axa Advisors, as well as service with the NC National Guard. He is currently employed at multiple affiliates of State Employees' Credit Union. 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 alongside fixed-income products, with salaried advisors providing recommendations without exercising trading discretion.

Alexander Parker is a Series 66-licensed financial advisor with Credit Union Investment Services, based in Fayetteville, NC, and has two years of industry experience. He has worked at multiple affiliated entities including SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his advisory role, Parker owns a print-on-demand Etsy store and serves as a board member for The Church at Cedar Creek. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management and financial planning with an emphasis on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisers offer recommendations while clients retain final decision authority.

Nicholas Rademacher is a CFP® with 14 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2018. His prior roles include positions at Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Outside of advising, he is a jazz cowboy performer and a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority.

Alexander Oliver is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and one year of industry experience. He has worked with several affiliates of State Employees' Credit Union, including SECU Brokerage Services and SECU Life Insurance Company, where he serves as an insurance agent. Oliver’s background also includes roles outside finance, such as at Fayetteville State University and in retail and food service. Credit Union Investment Services serves individual investors and trust clients in North Carolina by providing 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 advisors who offer recommendations while clients retain final decision-making authority.

David Dutton is a financial advisor at United Brokerage Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining United Brokerage Services, he worked at Equitable Advisors, Axa Advisors, Systel Office Automation, and Best Buy. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm predominantly manages assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Timothy Johnson is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 10 years of industry experience. He has worked at Virtue Capital Management since 2019 and previously at USA Financial Securities from 2016 to 2019. Additionally, he is the president and owner of Tim Johnson & Associates, an insurance and annuity sales business he has operated since 1985. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm provides discretionary portfolio management, financial planning, and ERISA and qualified plan consulting, employing a model-driven approach that uses quantitative optimization and economic data inputs.

Cindy Graham is a financial advisor with Credit Union Investment Services in Fayetteville, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Outside of advisory roles, she serves as a Financial Advisory Services District Manager at State Employees' Credit Union and acts as an agent for SECU Life Insurance Company. 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, along with fixed-income products and long-term, goals-based planning, with adviser representatives employed on a salaried basis by the parent credit union.

Darrall Murchison is a financial advisor at Credit Union Investment Services with Series 63 and Series 65 licenses and three years of industry experience. He has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. His activities include providing financial advisory services to credit union members and serving as an insurance agent. 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.

Michelle Surita is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Purdue University Global, the Defense Commissary Agency, and Polk State College. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm’s approach emphasizes advisor-led planning relationships and offers structured 12-month Tailored Professional Services engagements alongside discretionary asset management guided by an in-house Investment Management Team.

Jerome Montoya is a financial advisor with First Command Advisory Services in Fayetteville, NC, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to his advisory role, he served 23 years in the U.S. Army as a Senior Preventive Medicine NCO and strategic advisor to United States Special Operations Command for public health initiatives. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching engagements alongside discretionary asset management programs.

Dana Thornton is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. Prior to joining First Command, he served in the U.S. Army’s 1st Special Forces Command and has worked in project management and at Campbell University. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured 12-month financial coaching engagements alongside discretionary asset management based on model portfolios.

Lavonne Sprague is a financial advisor with Truist Advisory Services in Fayetteville, NC, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Truist Advisory Services, Truist Investment Services, D.A. Davidson & Co., Truist Bank, and BB&T. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation.

Daniel Griffin III is a CFP® professional with 33 years of experience in the financial industry. He has been with First Citizens Investor Services, Inc. since 1995. Outside of his advisory role, he is a partner and LLC member in family-owned real estate holding companies. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers a range of portfolio management solutions, combining risk- and outcomes-based asset allocation with discretionary or non-discretionary management and third-party managers, supported by technology-driven automated model portfolios and tax-aware services.

Sean Mayer is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to his current role, he worked at IHOP for eight years. In addition to his advisory duties, he serves as a Field Manager at Bankers Life and Casualty, overseeing operations and training agents at the Fayetteville location. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Dan Peebles is a financial advisor with First Command Advisory Services in Fayetteville, NC. He holds Series 63 and Series 65 licenses and has over 20 years of prior service in the US Army. His advisory experience began in 2025 with First Command Brokerage Services and continued with affiliated First Command entities. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.