Milton Lee West

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.

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.

Gary Smith is the sole advisor at Wealth Creation Advisory in Carthage, NC, holding Series 63 and Series 65 licenses with 36 years of industry experience. His career includes operating his own advisory practices before and after periods of retirement. Wealth Creation Advisory provides portfolio management and related advisory services to individual clients, employing a combination of charting, fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management across various investment vehicles, including mutual funds, equities, fixed income, annuities, and ETFs.

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.

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.

Chayne Riggs is a CFP® and ChFC® with 10 years of industry experience. He is currently with Base Wealth Management and has prior work history at CJC Wealth Management LLC, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co., and Fidelity Investments. Outside of his advisory role, Riggs is a licensed insurance agent. Base Wealth Management is a team-based registered investment adviser managing approximately $326 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning services, utilizing a tactical allocation strategy informed by fundamental analysis and also incorporates third-party money managers and platforms for certain clients.