Syreeta Kitchen Dukes is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Vanguard since 2007 in various capacities and is also involved in coaching at Independence High School in Charlotte, NC. Outside of her advisory role, she owns Desirae's Desserts and acts as a travel agent for G Virt So, Inc. 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 high volume of clients through its digital delivery platform and a team servicing model.

Charles Girling is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Vanguard Advisers, his experience includes roles at National Life Group, Wells Fargo, Northwestern Mutual, and Stone Press Financial Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a high volume of client relationships through its digital platform and a large team of advisors.

Timothy Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Bank NA for ten years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Matthew O’Brien is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2018. Prior to joining Vanguard, his background includes roles at the Carolina Panthers and Winthrop University. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. Their goal-based, algorithm-driven approach utilizes proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs, supported by a digital platform serving a large client base through a team servicing model.

George Evdemon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with The Vanguard Group, Inc. since 1998. 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 and primarily invests in Vanguard funds and ETFs.

Hailey Grooms is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at The Vanguard Group for 15 years before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, leveraging both in-house and third-party advisory platforms.

Christopher Hill is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Vanguard Advisers since 2019 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Hill is based in Charlotte, NC. Vanguard Advisers serves retail investors and eligible 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 primarily composed of Vanguard funds and ETFs, providing digital delivery at scale alongside personalized customization options.

Brendan Neibergall is a financial advisor at Vanguard Advisers with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wachovia Bank. Brendan 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 employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios constructed mainly from Vanguard funds and ETFs.

Kevin Nervegna is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including OSAIC, Sagepoint Financial, Questar Asset Management, Questar Capital Corporation, and GCG Wealth Management Inc. He is also involved with the Financial Independence Group, selling fixed universal life and term 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Zvaitwa Logan is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, she worked at Fourteen 84 from 2017 to 2020 and operated Braniacs Tutoring and Homeschool Services from 2013 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach is IPS-driven and incorporates a broader set of financial products, including insurance-related vehicles and bank deposit sweep options.

David Sehorn Jr. is a CFP®-designated financial advisor with Vanguard Advisers in Charlotte, NC, bringing 19 years of industry experience. He has been with The Vanguard Group since 2006. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach that emphasizes personalized asset allocations with tax-aware features. The firm manages a large client base through a high client-to-advisor ratio and offers model portfolios, stable-value separate accounts, and plan-level managed solutions.

Gabriel Ferrell is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked with various divisions of Vanguard since 2020 and previously held roles at Little River Roasting and Anderson College. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base with a team servicing model.

Desmond Wiggan is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been associated with PFS Investments Inc since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining an operational model distinct from many peers.

Gregory Latini is a CFP® with 20 years of experience in the financial services industry. He is currently with Vanguard Advisers and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers LLC, TIAA-CREF, CUNA Brokerage Services, and Waddell & Reed. He is also the owner of Operation Sweet Tooth, a nonprofit that supports underserved children and provides AEDs for public spaces. Vanguard Advisers offers 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 its digital platform and team servicing model, focusing on retail and plan participants.

Michael Collegeman is a CFP® with eight years of industry experience and currently serves as a financial advisor at Vanguard Advisers in Charlotte, NC. His prior experience includes roles at AIG, Northwestern Mutual, and Edward Jones. 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 to portfolio construction primarily using Vanguard funds and ETFs.

Jerry Merrill is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group, Morgan Stanley Smith Barney LLC, and Merrill Edge/Bank of America. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Joseph Zairo is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has worked at Vanguard Advisers since 2013 and has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2007. He is based in Charlotte, 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 methodologies to construct portfolios primarily from Vanguard funds and ETFs.

Catherine Stiltner is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo Clearing and The Vanguard Group, Inc. She has also taught at the Art Institute of Charlotte. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs alongside various customization options.

Daniel Pham is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. His work history includes positions at Bank of America, Merrill, DYSIS, Wells Fargo Clearing Services, and other firms dating back to 2019. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Greene is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with The Vanguard Group since 2014. 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 using proprietary models to create personalized asset allocations primarily from Vanguard funds and ETFs.