Ahmed Iri Monley

Jennifer Gordon is a Series 66 licensed financial advisor with Edward Jones, based in Sanford, NC, and has six years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a large nationwide network of advisors and branch offices.

Steven Hoak is a financial advisor with ARIS Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at ARIS Capital Strategies since 2023 and is also the President of Agent Value Proposition, LLC, where he acts as a licensed insurance agent. Hoak has experience at Lifetime Financial Inc and SRHIncome as well. ARIS Capital Strategies provides retirement income planning and non-discretionary investment guidance to individuals and high-net-worth clients. The firm integrates commission-funded fixed annuities with a passively managed allocation of low-cost ETFs and other diversified vehicles, operates on a zero-fee business model, and maintains client decision-making authority without discretionary trading.

Milton West is a CFP® professional with 25 years of experience in financial advising. He has been with West Financial Strategies, Inc. since 1998 and also serves as the president and sole owner of M. Lee West, CPA, P.A., a CPA firm he founded in 1986. Outside of his advisory role, he is a managing partner in a company that holds title to a motorboat and boat slip. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs as the core, complemented by selective active funds and securities, managing approximately $106 million in discretionary assets.

Charles Von Canon is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with West Financial Strategies, Inc. since 1998 and is also vice-president and manager at M. Lee West, CPA, a CPA firm. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and securities, managing approximately $106 million in discretionary assets.

Paul Spurlock is a financial advisor at ARIS Capital Strategies, LLC with 13 years of industry experience. He holds a Series 65 credential and has held roles at several firms including J.W. Cole Advisors, INC. and Global Financial Private Capital, LLC. Outside of advisory work, he is the owner and president of Advisor Training System, LLC, where he provides sales training consulting for advisors. ARIS Capital Strategies offers retirement income planning and non-discretionary investment guidance to individuals and high-net-worth clients. The firm combines commission-funded fixed annuity solutions with passive, time-segmented allocations to low-cost ETFs and other diversified investments, operating under a zero-fee business model that relies primarily on commissions from insurance products.

Roy Thrower, Jr. is a financial advisor at Virtue Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2017. Prior to that, he was with Brookstone Capital Management LLC for five years and has been president of Thrower Financial Concepts, Inc., an insurance sales business focusing on fixed annuities and life insurance, since 2005. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing strategic, tactical, and dynamic strategies primarily through mutual funds and ETFs with a model-driven approach that incorporates economic data inputs.