Angela Johnson Brown

Jonathan Goossen is a financial advisor at Prudent Harbor Advisors with a Series 65 credential and one year of industry experience. Prior to founding his firm, he worked at UNC Healthcare and held positions with the North Carolina Department of Public Safety and the North Carolina Department of Adult Corrections. He also works part-time as a pharmacist. Prudent Harbor Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a tailored Three-Bucket Architecture incorporating global equities, debasement protection through real assets, and defensive liquidity, with portfolio management conducted on a discretionary basis using custody and trade execution centralized at Charles Schwab.

Ahmed Monley is a financial advisor at Strategic Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Vintage Wealth Management Group, Charles Schwab Bank, CHARLES SCHWAB & CO., Inc, and Edward Jones. In addition to his advisory role, he is involved with Monley's Enterprises LLC, an outside business activity. Strategic Wealth Management LLC offers discretionary and non-discretionary portfolio management and standalone financial planning primarily for individuals and high-net-worth clients. The firm provides client-specific investment programs using various techniques and also conducts public educational seminars and workshops.

Steven Hoak is a financial advisor at ARIS Capital Strategies, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lifetime Financial Inc and SRHIncome. Hoak is also the President of Agent Value Proposition, LLC, where he acts as a licensed insurance agent offering commissionable products. 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 annuity solutions with passively managed, low-cost investment vehicles and operates on a zero-fee business model, deriving compensation primarily through insurance commissions.

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 Series 65-licensed financial advisor with 18 years of industry experience. He has worked at Virtue Capital Management, LLC since 2017 and previously spent five years at Brookstone Capital Management LLC. In addition to his advisory role, he serves as president of Thrower Financial Concepts, Inc., a firm involved in insurance sales including fixed annuities and life insurance. Virtue Capital Management, LLC is a multi-team registered investment adviser that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm offers customized portfolio management and financial planning using tactical, strategic, and dynamic investment approaches supported by a multi-team model and an investment committee.

Shane Sandretto is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously served three years in the U.S. Army. Outside of his advisory role, he works as an election poll worker for the Harnett County Department of Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.