Todd Clarke is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Broadridge Financial Solutions and Apex Systems, as well as positions at several universities. Vanguard Advisers offers 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 approach using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

David Heiligenthaler is a CFP® professional with over 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Firms including Securities America and First Allied Advisory Services. He also operates DHFS Wealth Management, a business related to his LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans, banks, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services delivered through a large network of investment adviser representatives.

Stephen Head is a CFP® with 19 years of industry experience currently serving at Vanguard Advisers since 2019. He has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. 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 investment approach using proprietary models to construct diversified portfolios primarily from Vanguard funds and ETFs.

Bryan Brown is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Merrill Lynch and PNC and has held various roles outside of finance, including positions at Sherwin Williams and Florida Atlantic University. 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 to create personalized portfolios primarily composed of Vanguard funds and ETFs, with a focus on digital delivery and tax-aware strategies.

Edward Dingess is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at TIAA-CREF and Maverick Transportation. He maintains an insurance license in Concord, NC. 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 largely constructed from Vanguard funds and ETFs, supported by a large team of advisors and a digital platform.

William Dana II is a financial advisor with Edward Jones in Mooresville, NC, holding Series 66 and Series 63 designations and 24 years of industry experience. His prior roles include positions at LPL Financial, Infinite Wealth Advisors LLC, W&S Brokerage Services, Western & Southern Life, and SagePoint Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its large advisor and branch network and maintains affiliated capabilities beyond advisory services, including trust services and securities-based lending.

Corrina Halter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at JP Morgan Chase and Equitable Advisors. Outside of her advisory work, she serves as an estate executor in an investment-related capacity. 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 construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital platform combined with advisor support.

Mitchell Dee is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Vanguard Advisers since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to and during his current tenure. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing both automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to construct diversified, customizable portfolios.

Simon Abegg is a financial advisor with Vanguard Advisers, holding the CFP® designation along with Series 65 and Series 66 licenses, and has three years of industry experience. His prior roles include positions at WR Wealth Planning, NewEdge Advisors, and LPL Financial. Outside of his advisory work, he serves as a Brand Ambassador for Wine on Ward, LLC, promoting wine, beer, and spirits products. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary methodologies and primarily Vanguard funds and ETFs. The firm is notable for its scale and digital delivery model, managing hundreds of thousands of client relationships through a combination of automated platforms and a large advisory team.

Nathan Miller is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Edward Jones and Western & Southern Brokerage Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

William Bracken is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including over 10 years with Cambridge and more than three decades operating Bracken Financial, Inc., where he is also an independent insurance agent selling fixed annuity and long-term care products. Cambridge Investment Research Advisors serves a wide range of clients such as individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using various portfolio management strategies and platform arrangements tailored to client objectives.

Madison Turner is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Madison was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Conosha Williams is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard since 2016, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-to-advisor ratio due to its digital platform and team servicing model.

Jackson Graham IV is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 designations and has worked in various roles within The Vanguard Group and its affiliates since 2022. 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 portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through its digital delivery platform and extensive advisor team.

Austin Rogers is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses. He has three years of industry experience and has worked at various Vanguard entities since 2022. Prior to his advisory role, he was involved in massage therapy-related businesses and education from 2016 to 2022. Vanguard Advisers offers 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 mainly from Vanguard funds and ETFs, supported by a large advisor team and a digital delivery platform.

Joseph Gardner is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds Series 66 and Series 63 certifications and has worked at various Vanguard entities since 2022. Outside of financial services, he has experience working with nonprofit and accounting firms earlier in his career. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering a range of customization and tax-aware portfolio features.

Jonathan Friend is a CFP® professional with 21 years of experience in the financial advisory industry. He has worked at The Vanguard Group, Inc. since 2004, including his current role with Vanguard Advisers since 2019. Prior to that, he was employed at Four Peaks Brokerage from 2017 to 2023. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven approach, managing portfolios primarily with Vanguard funds and ETFs and offering a range of customization options.

Cole Eldridge is an advisor at Vanguard Advisers with a Series 66 designation and has been in the industry for less than one year. Prior to joining Vanguard Advisers, his work background includes roles at The Vanguard Group, Consolidated Planning, Dicks Sporting Goods, and various educational institutions. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to portfolio construction, utilizing Vanguard funds and ETFs with features such as tax-aware strategies and customization options.

Marina Smith is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and three years of industry experience. She has worked at The Vanguard Group since 2022. 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 asset allocation, primarily investing in Vanguard funds and ETFs, and manages a large client base through its digital delivery platform.