Gustavo Andrade Alanis is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked with The Vanguard Group, Inc. since 2021 and previously held roles outside the financial industry at CVS Health and educational institutions. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Sofia Estimable Charles is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and two years of industry experience. She has worked at Vanguard Group and Vanguard Marketing Corporation since 2026 and previously held roles at Fidelity Investments, Truist, and Teachers Federal Credit Union. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios largely from Vanguard funds and ETFs, offering a high degree of customization and tax-aware features.

Sally Schroeder is a CFP®-certified financial advisor with Vanguard Advisers, based in Charlotte, NC. She has 15 years of industry experience, having worked with The Vanguard Group since 2010. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base with more than 2,200 advisors.

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 63 and Series 65 credentials and eight years of industry experience. She has worked with Primerica and its affiliates since 2018, with prior roles at Sourcepoint/ISGN and Ocwen. Outside of her advisory work, she is involved as a VIP Ambassador with Plexus, a non-investment related activity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers advisory services using model-based strategies managed by unaffiliated asset managers, supported by discretionary separately managed accounts and third-party trade execution and custody providers.

Paige Cropper is a financial advisor with Vanguard Advisers based in Charlotte, NC. She holds Series 66 and Series 63 licenses and has seven years of industry experience. Paige has been employed with The Vanguard Group and Vanguard Marketing Corporation since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily composed of 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 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard since 2021, following prior roles at Truist Investment Services, BB&T, UBS Financial Services, and Wells Fargo. Galenski serves as treasurer on the board of Tarheel Trailblazers, a nonprofit organization based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Griffin Jones is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several entities including TG E-Commerce LLC and Vanguard Marketing Corporation. 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 with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large team of advisors and a scalable digital platform.

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.

Gabino Pacheco Rodriguez is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has prior work experience with Truliant Federal Credit Union, University of North Carolina at Greensboro, and Express Fashion Operations LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios composed mainly of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

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.

Toni Clarke is a financial advisor with Merrill in Huntersville, NC, holding a Series 66 designation and 12 years of industry experience. She previously worked at Michelle Heide & Associates and Ameriprise Financial Services, Inc. Clarke is involved as a part-time, nonpaying member of the Italian American Heritage Club of Hunterdon County, a charitable organization focused on cultural and community support. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Lisa Roche Berlage is a CFP®-certified financial advisor with Vanguard Advisers, where she has worked since 2014. She holds Series 65 and Series 63 licenses and has 19 years of industry experience. In addition to her advisory role, she serves on the finance committee of Holy Spirit Catholic Church in Denver, NC. Vanguard Advisers provides automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios largely from Vanguard funds and ETFs, emphasizing scale and digital delivery combined with a team servicing model.

Jeffrey Karp is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates Karp Financial Strategies, Inc., and sells fixed annuities and various types of non-variable insurance products including long-term care, term life, disability, and universal life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

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.

Caleb Cheyney is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their unique goals and priorities, focusing on areas such as retirement planning, portfolio management, tax minimization, and special needs planning strategies. Caleb leverages the resources of Merrill and Bank of America to assist federal employees, medical professionals, and business leaders in preparing for well-structured retirements. Caleb holds a Bachelor's Degree from the University of North Carolina System and is a Certified Financial Planner (CFP) as well as a Personal Investment Advisor (PIA). His approach emphasizes understanding clients' individual circumstances and providing clear, disciplined guidance to help them manage their financial futures confidently. Outside of his professional work, Caleb enjoys basketball, football, music, pickleball, and spending time with his family. He is also involved in the community through his participation with Niner United at UNC Charlotte.

David Benevento is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior work includes roles at Fidelity Investments, Edward Jones, Capital Group - American Funds, HBKS Wealth Advisors, Wells Fargo Advisors Financial Network, Charles Schwab, Robert W. Baird, and Strategic Advisors LLC. He maintains a life and health insurance license. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized asset allocations, primarily employing Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive team of advisors.

Robert Carrington II is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020. Prior to this, he was employed at Medi Weightloss and ECPI University, among other roles. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional portfolio management.