James Gniadek is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and five years of industry experience. He has been with Vanguard and its affiliates since 2021. Prior to his current role, his work experience includes various positions outside the financial industry and at the University of North Carolina at Chapel Hill. 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 approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of advisors and a scalable digital platform.

Jackson Klein is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Vanguard, he worked at Morgan Stanley and United Community Bank, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

William Fisher is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Vanguard Advisers and its affiliated entities, including Vanguard Marketing Corporation and The Vanguard Group, where he has worked since 2022. Prior to that, he held roles at Edward Jones and was involved with organizations such as Western Carolina University and local arts and activity centers. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, with various tax-aware and customization features.

Paul Jackson is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. He holds the Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Gustavo Andrade Alanis is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Vanguard-affiliated entities since 2021 and previously worked at CVS Health. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios mainly from Vanguard funds and ETFs, offering various customization options and managing a large client base through a scalable digital platform.

Sofia Estimable Charles is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Investments and Truist. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios centered on Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Sally Schroeder is a CFP® with 16 years of industry experience, currently serving as an advisor at Vanguard Advisers. She has been with The Vanguard Group since 2010. 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 investment approach utilizing Vanguard funds and ETFs, and is notable for its scale and digital delivery model.

Eileen Stoner is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a decade at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and scenario modeling.

Edie Kijesky is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her work history includes multiple roles at Primerica Advisors since 2018 and prior experience at Sourcepoint/ISGN and Ocwen. She is involved in part-time activities related to sales of loan products, home security referrals, and other home services outside her advisory role. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by third-party asset managers. The firm supports a large network of advisors and focuses on discretionary portfolio management without serving institutional pension or profit-sharing plans.

Paige Cropper is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2019. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations primarily through Vanguard funds and ETFs.

Christine Sowell is currently the Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In this role, she engages with clients to develop, support, and advise them throughout their financial journeys, aiming to provide confidence, insight, and direction to their financial health. Prior to her current role, Christine served as a Financial Consultant at Fidelity Investments from 2019 to 2024. She also has experience as a Senior Manager in Assurance at Ernst & Young LLP from 2005 to 2013. Outside of her professional responsibilities, Christine's interests include family activities, hiking, military service, parenthood, soccer, and traveling.

Dana Galenski is a financial advisor at Vanguard Advisers with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, UBS, and Truist before joining Vanguard in 2019. Galenski serves as treasurer on the board of the Tarheel Trailblazers. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering personalized, goal-based portfolios constructed mainly from Vanguard funds and ETFs. The firm’s distinctive approach combines scale with digital delivery, managing a large client base through a team servicing model.

Griffin Jones is a financial advisor with Vanguard Advisers who holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to his current role, he has held various positions including work with Paychex and self-employment ventures. Outside of his advisory role, he is involved with TG E-Commerce, LLC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, offering a high client-to-advisor ratio through its digital platform and extensive advisor team.

Krista Thurmond is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and one year of industry experience. Prior to joining Baird, she worked at Hopewell Academy and Charlotte Mecklenburg Schools. She has also been involved with Soccer Shots of Greater Charlotte. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and brokerage services. Baird employs a range of strategies including SMA programs, tax management, and unified fee arrangements, supported by internal research and investment professional oversight.

Timothy Cody is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 20 years of industry experience. He has worked at several firms, including Scottrade, TD Ameritrade, Merrill, and Ally Invest Securities, and has been with Vanguard since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Weston Morgan is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2020. Prior to that, he was employed at First Citizens Investor Services and First Citizens Bank and attended Wake Forest University from 2015 to 2019. 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 approach and primarily invests in Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a digital and team servicing model.

Lisa Roche Berlage is a CFP® professional with 19 years of industry experience, currently serving at Vanguard Advisers since 2014. Her prior experience includes roles at Wipfli Financial Advisors and LCV Wealth Management. She serves as a finance committee board member for Holy Spirit Catholic Church in Denver, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Jeffrey Karp is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at LPL Financial since 2005 and previously held roles at Mony Securities Corporation and Trusted Securities Advisors Corp. He also operates Karp Financial Strategies, Inc., a DBA through which he sells fixed annuities and various types of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Boone is a financial advisor at Edward Jones in Mooresville, NC, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Panera Bread and was a student at the University of North Carolina at Charlotte. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

David Benevento is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at Fidelity Investments, Edward Jones, Capital Group, and Robert W. Baird. He maintains a life and health insurance license. Vanguard Advisers offers automated and human-supported investment advice to retail investors and retirement plan participants, employing a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a substantial team of advisors.