Janice Lowrance is a Series 66-credentialed financial advisor with Edward Jones in Mooresville, NC, where she has worked since 2007. She has 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

William Crane is a Planning Consultant at Fidelity Investments. He joined the firm in 2024 and has held positions including Financial Representative and Relationship Manager before his current role. He focuses on providing clients with financial clarity and supports them in achieving long-term success through personalized planning. His approach integrates analytical analysis and empathetic client engagement to navigate complex financial situations. William emphasizes understanding each client's unique circumstances to align strategies with their priorities. Outside of his professional responsibilities, William enjoys activities such as golfing, tennis, table tennis, traveling, and exploring culinary experiences.

Simeon Hill is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Park Avenue Securities. He is the owner of The SJH Group LLC, a holding company created for future real estate ventures. 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 centered on personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Christopher Carr is a CFP®-certified financial advisor with 27 years of industry experience, currently with Vanguard Advisers. His prior roles include positions at Citizens Securities, Inc. and TIAA-CREF. He is based in Charlotte, NC. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Camisha Anderson is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and five years of industry experience. She has been with The Vanguard Group since 2021. Previously, Camisha held roles at Wells Fargo Clearing, RHI General Group, and the University of Tennessee at Chattanooga. Vanguard Advisers provides both 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 featuring proprietary glide-path methodology and portfolios primarily constructed from Vanguard funds and ETFs.

Rafael Diaz is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at The Vanguard Group, Inc. since 2014. Outside of his primary role, he serves as an authorized agent on family members' investment accounts. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Elizabeth Battaglia is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2018, following a prior role at Retirement Direct. 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 approach to asset allocation, utilizing Vanguard funds and ETFs, and serves a large client base with a combined digital and team servicing model.

Trevor Mann is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Vanguard, he worked at Pacific Gateway Equity and has operated his own business, Trevor L Mann, LLC, 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 and primarily constructs portfolios with Vanguard funds and ETFs, offering a range of customization options and servicing a large client base through a combination of digital platforms and advisor teams.

Eric Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Brady serves as a board member of the Union Fire Department, a volunteer organization providing fire and medical services to the community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across various financial topics. The firm enables clients to combine planning with managed-account programs under consolidated billing while maintaining separate planning and portfolio management services.

Daniel Dyer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at several Vanguard entities since 2022 and positions in the automotive and moving industries before that. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, and it serves a large client base through a combination of digital platforms and advisor teams.

Elisha Boyd is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. In addition to her advisory role, she owns E.B. And Associates LLC, a men's fashion business focused on wardrobe styling and consulting. 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 primarily constructed from Vanguard funds and ETFs. The firm serves a large client base through a scalable digital platform supported by over 2,200 advisors.

Trinity Shorter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential. They have one year of industry experience and previously worked with Morgan Hunter Education and Successful Enterprises. Trinity completed their education at Howard 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 employs a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Alyssa Baldyga is a financial advisor at Vanguard Advisers with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including UBS and Aston Carter. Outside of finance, her background includes roles in the restaurant and hospitality industries. Vanguard Advisers provides both 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a digital platform and a large advisory team.

Rick Cruz is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role, Cruz has worked at Primerica Advisors, Wells Fargo, TIAA-CREF, and has been involved in real estate sales and music recording through his ownership of several businesses. He is the owner of Biltmore Records, Inc., a music recording company. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that emphasizes personalized asset allocation through Vanguard funds and ETFs. The firm manages a large client base via its digital platform and team servicing model.

Katie Riegel is a financial advisor with Cambridge Investment Research Advisors in Mooresville, NC. She holds Series 65 and Series 63 credentials and has eight years of industry experience. She is also involved in her community as the treasurer of the Mooresville Youth Baseball Association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment solutions, including proprietary models and access to third-party strategists, with flexible custody and platform options tailored to client objectives.

Machaka Young is a CFP® professional with seven years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at Amazon, Walgreens, and Northwestern Mutual. Vanguard Advisers delivers both 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 primarily composed of Vanguard funds and ETFs.

Michael Alonso is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds the Series 66 designation and has worked previously with firms including Scottrade, TD Ameritrade, and Wells Fargo. Outside of his advisory role, he is involved as a landlord and owner of Kim Driver Properties LLC. Vanguard Advisers offers both automated and human-supported investment advice, serving 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 primarily composed of Vanguard funds and ETFs.

Juan Quiroz Lopez is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has been with Vanguard since 2025, with prior experience that includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as work outside the financial industry at Platinum Used Cars and GCC Auto Sales. Juan also spent several years affiliated with the University of North Georgia. 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, constructing portfolios mainly from Vanguard funds and ETFs and offering a range of customization options.

Alfred Current IV is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard and its affiliates since 2016. In addition to his advisory role, Alfred serves as an officer in the North Carolina Army National Guard, focusing on training and equipment accountability. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, emphasizing scale and digital delivery.

Kimberly Whitlock is a CFP® certificant with 20 years of experience in the financial industry. She has been with The Vanguard Group, Inc. since 2006. 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 using proprietary methodologies to set personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs with various customization options.