Milford Quinn

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 several firms, including Lifetime Financial Inc and Brokers Service Marketing Group. Hoak is also President of Agent Value Proposition, LLC, an independent insurance agency through which he occasionally offers commissionable insurance products. ARIS Capital Strategies, LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a long-term, non-discretionary investment approach that combines various analytical methods and emphasizes client-approved trading decisions. The firm integrates insurance product sales and advisor coaching services alongside its advisory offerings.

Paul Spurlock is a financial advisor with ARIS Capital Strategies, LLC, holding a Series 65 credential and bringing 12 years of industry experience. His career includes roles at National Annuity Educators, LLC, J.W. Cole Advisors, Inc., and multiple other firms. He is also the owner and president of Advisor Training System, LLC, a sales training consultancy for financial advisors. ARIS Capital Strategies, LLC serves individual and high-net-worth clients by providing portfolio management and financial planning with individualized investment policies and regular portfolio reviews. The firm employs a range of analytical methods and operates on a non-discretionary basis, with clients retaining final trade authorization.

Stephen Barden is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been affiliated with Members Trust Company since 2016 and has worked with multiple entities related to State Employees’ Credit Union since 2004. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and retirement planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s investment adviser representatives are salaried employees of the parent credit union, and clients retain full decision-making authority over their accounts.

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.

Cody Nussbaum is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Members Trust Company since 2019 and has been affiliated with State Employees' Credit Union and its related entities since 2016. His roles include providing financial advisory services and trust representation. 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 focused on low-cost, index-based mutual funds and ETFs. The firm’s advisors are salaried employees of the parent credit union, and clients retain full decision-making authority over their accounts.

William Barefoot is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has served in various roles since 2012, including Financial Advisory Services District Manager at State Employees' Credit Union and Agent at SeCU Life Insurance Company. In addition to his financial advisory work, he operates a landscaping and lawn care business. 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, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers who provide recommendations while clients retain decision-making authority.