Jennifer Sims is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles including positions at Walmart, Food Lion, and self-employment prior to joining Vanguard Advisers. She is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to asset allocation and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options including tax-aware strategies and ESG exposure.

Ian Flores is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TIAA-CREF Individual & Institutional Services and TLEAF Gallery, an art-related business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Nicholas Thomas is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has been with Vanguard since 2020, including roles at Vanguard Marketing Corporation and The Vanguard Group, and previously worked at Edward Jones and Cleveland Clinic - Akron General. 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 constructed largely from Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a large advisory team.

Michael Barbero is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He has been associated with PFS Investments, Inc. since 2011 and with Primerica Financial Services since 1992. Outside of advisory roles, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors is a firm serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm delivers advisory services via a large network of advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Jazlynn Torres is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2018. Her prior work includes roles at Waterbean Coffee, Hantzmon Wiebel LLP, Lowe's Home Improvement, and James Madison University. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering tax-aware features and customization options.

Shameka Roberts is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds the Series 66 designation and has worked at Vanguard since 2021, following prior roles at Wells Fargo and Edward Jones. Outside of her advisory role, she is a managing partner of FCF Logistics LLC, a freight transportation business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Justin Jones is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of advisors and fosters an environment conducive to their professional success. Prior to his current role, he gained experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2020 to 2025. His career in financial services began with roles at Charles Schwab, Edward Jones, and State Farm between 2016 and 2020. Throughout his career, Justin has developed expertise in financial consulting and investment advisory services. His progression through various positions within the industry reflects a broad understanding of financial planning and client service. Outside of his professional life, Justin enjoys camping, hiking, outdoor adventures, and traveling. He also values family activities and parenthood.

Ryan Likowski is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative and algorithmic methods to construct model portfolios, and it serves a variety of clients through discretionary and non-discretionary advisory services.

Valerie Rattigan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. Her career includes roles at TIAA-CREF and Allstate Insurance Company, as well as real estate and insurance activities in the Charlotte area. She has been with Vanguard and its affiliates since 2021. Rattigan is also involved in real estate as a contracted agent with Berkshire Hathaway HomeServices Elite Properties. 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 to asset allocation, utilizing proprietary methodologies and primarily Vanguard funds and ETFs in its portfolios.

David Tatich is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2000. Based in Charlotte, NC, Tatich holds Series 63 and Series 65 licenses. Vanguard Advisers offers 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, primarily constructing portfolios from Vanguard funds and ETFs, with customizable options including ESG and tax-aware features.

Cindy Schwamberger is a Series 66-licensed financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief period of unemployment in 2017. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients by delivering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Russell Winchester is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. He has worked with several firms, including LPL Financial and Newport Group, and is involved with the USA Track and Field Association. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Robert Mc Racken is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors LLC and Townebank. Vanguard Advisers offers both automated and human-supported investment advice through its 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 primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory teams.

Courtney Griffin is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Vanguard Advisers, she worked at The Vanguard Group, Vanguard Marketing Corporation, and has experience in retail and catering sectors as well as university administration. 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 large client base through a combination of digital delivery and a team servicing model.

Laura Grasso is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she holds a real estate license. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kari Sirianni is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Kari worked in public education for nearly two decades. She is also involved in managing an advisory business through L&J Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic support to deliver tailored, non-discretionary recommendations through a centralized consulting team.

China Leonard is a financial advisor at Vanguard Advisers with 18 years of industry experience. They hold Series 63 and Series 66 designations and have worked with multiple Vanguard entities since 2008. Leonard is also involved with Virtuous Lee Alterations, a business they have operated since 2008. Vanguard Advisers offers a combination of automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios built mainly from Vanguard funds and ETFs, emphasizing digital delivery and scalable client service.

Jon Fenton is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He is also the owner of a vlog called Jon's Bourbon and Bags Review. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Glen Archer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and has led Archer Wealth Group since 2010. Outside of his advisory roles, he owns ArcherWealthGroup, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jason Webster is a financial advisor with Mass Mutual Investors Services in Huntersville, NC. He holds the Series 66 designation and has two years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2024, he spent eight years at Wilco Finance. Outside of his advisory role, he works as a business coach and mentor through Elevate Strategy & Consulting, supporting other professionals in business growth. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars.