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.

Michael Carter is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2005. 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.

Tyler Waters is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. He has been with Vanguard and its affiliated entities since 2020 and previously worked at Edward Jones and WestRock Company. Vanguard Advisers provides both 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, managing portfolios largely composed of Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisory teams.

Alexander Rosenthal is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has been with Vanguard-affiliated firms since 2023. Prior to his current role, he has held positions at Randstad, Morris Costumes, and Ameresco. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Hope Glashen is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2021. She previously worked at TIAA-CREF from 2014 to 2021. Outside of her advisory role, she owns and manages a rental property. 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 constructs portfolios from Vanguard funds and ETFs.

Anne Douglas is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her prior roles include positions at Morgan Stanley and Clearview Wealth Management. She also provides notary services on a part-time basis. Vanguard Advisers offers automated and human-supported investment advice primarily 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, managing a large client base through a combination of automated platforms and a team servicing model.

Nicholas Atkinson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Vanguard since 2017, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. Outside of his advisory role, he serves as Vice President of Product Development for Genick Dealer Solutions, a consulting and auditing firm. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its digital platform and broad range of customizable investment options.

Melissa Quillan is a CFP® and Series 63 holder with 12 years of experience in the financial industry. She has been with The Vanguard Group, Inc. since 2014, currently 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 investment approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Leonard Bullard Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at The Vanguard Group, Inc. since 2017 and is the owner of Bullard Strong LLC, an e-commerce business focused on creating TikTok videos to promote products. Prior to Vanguard, he held positions at Pet Paradise and 4G Project People. 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 composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large number of client relationships through a combination of technology and advisory teams.

Austin Crass is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role, he was involved with Smart Home CLT, LLC from 2020 to 2022. 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 featuring proprietary models and a range of customizable portfolios largely composed of Vanguard funds and ETFs.

Christopher Gaffney is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Vanguard Advisers, he worked at NYLife Securities, LLC and New York Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through a digital platform supported by a large team of advisors.

Gary Phillips is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and 131 Main. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its scale and digital delivery platform.

Logan Murphy is a financial advisor at Vanguard Advisers with 10 years of industry experience and a Series 66 designation. He previously worked at Capital Client Group, Inc. for nine years before joining Vanguard in 2026. 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 and offers portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Matthew Atkinson is a CFP® with 15 years of industry experience, currently serving at Vanguard Advisers. He has held roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2011 and is also the owner of Adeline's Cup of Tea, LLC. His background includes over a decade at S.L. Nusbaum Realty Co. and involvement in private investment partnerships and fiduciary roles for family trusts. 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 featuring proprietary glide-path methodologies and portfolios constructed largely from Vanguard funds and ETFs.