Milford Townsend Quinn

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.

Stephen Barden is a financial advisor with Credit Union Investment Services in Benson, NC, holding Series 65 and Series 63 credentials and having 11 years of industry experience. He has worked at State Employees' Credit Union since 2004 and is also affiliated with Members Trust Company, SeCU Life Insurance Company, and SeCU Brokerage Services. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based investing using low-cost index mutual funds and ETFs.

Roy Thrower, Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Virtue since 2017 and previously spent five years with Brookstone Capital Management LLC. In addition to his advisory role, he is president of Thrower Financial Concepts, Inc., which provides insurance sales including fixed annuities and life insurance. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a mix of tactical, strategic, and quantitative investment strategies, offering portfolio management, financial planning, third-party manager due diligence, and client education.

Cody Nussbaum is a financial advisor with Credit Union Investment Services in Dunn, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with State Employees' Credit Union since 2016 and holds roles with SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management and financial planning focused on long-term goals using low-cost mutual funds and ETFs within a credit union structure.