Jonathan David Goossen

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.

Lance Hope Gill is a CFP® professional with 20 years of experience in the financial industry. He is currently the sole advisor at Signature Resources LLC and has held roles at United Community Bank and Seaside Capital Management, Inc. Gill also serves as a fiduciary officer and investment analyst at United Community Bank in Orlando, Florida. Signature Resources LLC provides asset management and portfolio supervision to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm utilizes a combination of fundamental analysis and technical methods, offering both strategic and tactical asset allocation with client-specific restrictions and periodic rebalancing.

Cristof Ensslin is a financial advisor at Pine Ridge Wealth LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Simple and Aligned LLC and Pine Ridge Creative, LLC, as well as running mindful FX UG for over a decade. Pine Ridge Wealth LLC is a state-registered, fee-only investment adviser serving individuals, families, nonprofits, foundations, and businesses. The firm focuses on long-term, passive, tax-aware portfolios primarily using index-tracking ETFs, guided by a scenario-based process and historical analysis, and offers a structured onboarding process along with educational initiatives such as Project Mindful Money.

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.

David Perkins is the sole advisor at Pharos Capital Management, LLC in Fuquay-Varina, NC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led Pharos Capital Management since 2010. Pharos Capital Management provides discretionary investment management primarily through its SYNTHESIS Investment Program and serves individuals, high-net-worth investors, businesses, and other entities. The firm employs a blend of technical and fundamental analysis across multiple timeframes and offers diversified strategies aimed at managing risk through active monitoring and a structured framework.

Michael Kelly is a financial advisor at Canopy Financial Solutions with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his advisory career, he served 15 years in the U.S. Army. Kelly also provides financial consulting services for legal clients through his work with Brick City Law. Canopy Financial Solutions offers portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, employing both long- and short-term trading strategies that may include higher-risk instruments.