Derrick Gullett is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard in various capacities since 2006, including his current role at Vanguard Advisers since 2020. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large advisor team and a digital delivery platform.

Ryan Sherba is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked with various entities within the Vanguard organization since 2021 and has prior experience outside the financial sector, including roles at Lowe's and Leslie's Pool Supplies. 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 proprietary methodologies and offers a range of customizable portfolios largely constructed from Vanguard funds and ETFs.

Ryan Sullivan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Us Tech Solutions and The Liberty Group. Outside of finance, he has worked as a microphone assistant for NBC Sports Group Events during the President's Cup. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew King is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His background includes roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation, along with prior experience in the U.S. Air Force and various other positions. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach and manages a large client base using a combination of proprietary models and Vanguard funds.

Nathan Hearns is a CFP® credentialed financial advisor with Vanguard Advisers, based in Charlotte, NC, and has 21 years of industry experience. He has worked with Vanguard Advisers since 2014 and has been associated with various Vanguard entities since 2005. Outside of his advisory role, he was involved with No Mess Dumpsters from 2022 to 2025. Vanguard Advisers provides 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 using proprietary models to construct portfolios largely from Vanguard funds and ETFs, offering various customization and tax-aware features.

Andrew Plate is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, LLC, and various educational and country club positions. 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 leveraging proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Anna Williams is a financial advisor at Edward Jones with 28 years of industry experience. She has previously worked at Wells Fargo Clearing and Scottrade, Inc. Outside of her advisory role, Williams is involved in mentoring youth as a Resident Advisor at New Hope Carolinas, a mental health facility, and also works as a shopper and grocery deliverer for Instacart. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Amit Jaiswal Kalwar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families and business owners grow and protect their wealth through customized investment management strategies. His approach involves listening carefully to clients' goals and objectives to develop personalized plans that address wealth accumulation, retirement planning, estate planning strategies, and college funding. With over 25 years of experience, Amit focuses on family wealth management strategies, legacy planning, and personal retirement planning. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston. Outside of his professional work, Amit is involved with the East Bay SPCA and enjoys cooking, football, golfing, and traveling.

Cherish Porchea is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she held various roles including positions at State Employees' Credit Union and Chipotle. 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 incorporating proprietary models and Vanguard funds, delivering services at scale through its digital platform and extensive team of advisors.

Harry Zimmerman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 credentials and four years of industry experience. He has been with Vanguard Advisers since 2026 and has prior experience working with Vanguard Marketing Corporation and The Vanguard Group since 2022. Vanguard Advisers provides automated and human-supported investment advice services primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and offers portfolios mainly composed of Vanguard funds and ETFs.

Garry Fils Aime is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and 23 years of industry experience. His work history includes multiple tenures at Wells Fargo Clearing Services and Corning. 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 and employs over 14,000 financial advisors, utilizing research and analytics to support its investment and retirement plan solutions.

Ross Peterson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 22 years of industry experience. Before joining Vanguard in 2025, he worked at Fidelity Investments and AllState Insurance Company, among other firms. Vanguard Advisers serves retail investors and eligible employer‑sponsored retirement plan participants through a mix of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs with options for customization and tax-aware features.

Ernest Alexander is a financial advisor at Vanguard Advisers with 8 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vanguard Advisers, he spent 29 years at TIAA and TIAA-CREF. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

Curtis Mills is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 credentials and eight years of industry experience. He has been affiliated with Vanguard Advisers and its related entities since 2020 and previously worked in the Paradise Valley Unified School District. Outside of his advisory role, he consults to assist individuals in recovering funds from recent forced property sales. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to create personalized portfolios.

George Adams is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Wells Fargo. Outside of his advisory career, he operates a barbecue business under the name Romans Fourteen Three BBQ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Malachi Conyers III is a CFP® with 14 years of industry experience, currently serving at Vanguard Advisers. He has worked with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2013. 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 customize asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisor team.

Oksana Golovenets is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has prior work experience at Piraeus Bank ICB, Certis Solutions, and Randstad. 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 and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform.

Zachary Reece is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 designations with five years of industry experience. His prior roles include positions at Fidelity Investments, Merrill Lynch, and Lotus Investment Strategies. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm serves a large client base through a combination of digital platforms and advisor teams.

Nicholas Aube is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients and their Financial Consultants to develop and implement financial plans tailored to clients' evolving goals. Nicholas has been with Fidelity Investments since 2021, gaining experience in various roles including Relationship Manager, High Net Worth Service Associate II, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects his familiarity with client service and support within the financial sector.

Kathy Day is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Bank NA starting in 2002. She is based in Charlotte, NC. 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.