David Weidmayer is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and previously worked at Weidmayer Wealth Solutions, Commonwealth Financial Network, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he is the owner of Sun Towels of Indiana, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. Its platform offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional solutions.

James Murphy is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has held roles at several firms, including MML Investors Services, Mass Mutual Life Insurance, and AXA Advisors. Outside of his advisory work, Murphy is involved in Airbnb hosting as a landlord in Hilton Head, SC. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, with portfolios largely constructed from Vanguard funds and ETFs.

Anthony Perrotta is a financial advisor with Merrill in Charlotte, NC, holding Series 63, Series 65, and Series 66 designations and 19 years of industry experience. He has worked at Merrill since 2009, with a brief tenure at Bofa Securities, Inc. in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Steven Atkins is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Tortorici is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at The Vanguard Group since 2018. Prior to that, he was employed in real estate at Weichert Realtors and Goodchild Homes from 2012 to 2017. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

April Duhigg is a CFP® with 27 years of industry experience, currently serving at Vanguard Advisers. She has been with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2011 and is the owner of River & Ridge Holdings LLC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach that utilizes proprietary models to set personalized asset allocations and manages a large scale of client relationships through digital delivery and advisory teams.

Joseph Lipe is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 55 years of industry experience. He has been with Robert W. Baird since 2013. Lipe serves as the investment committee chairman for the Randall B. Terry Foundation, a charitable organization. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Paloma Wills is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022, following roles at Robertson Stephens and Texas Tech University. Vanguard Advisers delivers automated and human-supported investment advice through platforms like Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to tailor asset allocations and offering portfolios constructed mainly from Vanguard funds and ETFs with multiple customization options.

Danielle Williams is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she partners with employees to assist their clients in planning for the future with personalized strategies tailored to each client's unique needs. She emphasizes forming strong relationships and maintaining a deep level of trust with her employees. Danielle has extensive experience at Fidelity Investments, holding several roles since 2017, including Branch Leader, Benefits & Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Risk Analyst through Veritude Temp Agency in 2015. Outside of her professional responsibilities, Danielle has interests in concerts, parenthood, puzzles, reading, theater, and traveling.

Daniel Hinson is a financial advisor at Vanguard Advisers with 11 years of industry experience. He has been with The Vanguard Group, Inc. since 2014 and holds Series 63 and Series 65 credentials. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

John Tyers is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at firms including Merrill, Citizens Bank, and AdvisorEngine/Templeton. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a broad network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Minhal Somji is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and has been in the industry since 2026. Her prior experience includes roles at Stone Press Financial Group, LPL Enterprise, NYLIFE Securities, New York Life Insurance Company, and Wells Fargo Clearing Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs, combining digital delivery with a large-scale advisor team.

Zachery Adams is a financial advisor at Edward Jones in Cornelius, NC, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and New Western Acquisitions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Kinyon Vinson is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Vinson is also a strategic advisor for a recovery center through his involvement with VBR LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Curtis Caulkins is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various other companies spanning finance and hospitality sectors. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary methodologies and Vanguard funds to tailor asset allocations across multiple savings goals.

Alexander Venuti is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes positions at Wells Fargo Clearing Services, LLC, and University of North Carolina at Charlotte, as well as self-employment prior to joining Vanguard. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering features such as tax-aware strategies and customization options.

Carter Straub is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Charlotte, NC. He has been with Wells Fargo Clearing Services since 2025. Outside of his advisory role, he has business interests including founding Real LLC and previously worked at Yianni's Taverna. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, incorporating research from Wells Fargo Investment Institute and third-party resources.

Syreeta Kitchen Dukes is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Vanguard since 2007 in various capacities and is also involved in coaching at Independence High School in Charlotte, NC. Outside of her advisory role, she owns Desirae's Desserts and acts as a travel agent for G Virt So, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a high volume of clients through its digital delivery platform and a team servicing model.

Lauren Hall is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at BAE Systems, Central Boarding Academy, and Oshkosh Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

William Thomas is a financial advisor at UBS Financial Services with six years of industry experience. His prior roles include positions at Wells Fargo Clearing, Linden Thomas & Company Securities, and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm applies proprietary capital market assumptions and research to tailor investment plans aligned with clients' goals and risk tolerances.