Ken Carlson is a CFP® with five years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held roles within The Vanguard Group and Vanguard Marketing Corporation since 2021 and has prior experience at Techtronic Industries and Delta Airlines. Carlson is also the owner of an investment-related rental property business. 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 using proprietary models to deliver personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Steven Choo is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of experience at Vanguard and its affiliated entities. His prior work includes positions at WOW Payments and involvement with the Summer Youth Employment Program in Chinatown. 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 construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large scale of client relationships.

Robert Fox is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Vanguard entities since 2013 in various capacities. His other business activities include serving as an executor for an immediate family member’s estate. 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 with portfolios primarily composed of Vanguard funds and ETFs, supported by a large advisor team and a digital delivery platform.

Christopher Charte is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vanguard Advisers in Charlotte, NC. His career includes multiple roles at The Vanguard Group, Inc., along with prior experience at Selective Wealth Management and Barrett-Johnson & Associates. Vanguard Advisers provides automated and human-supported investment advice through services tailored for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base with a combination of digital platforms and advisor support.

Katherine Lazo is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in the solar energy and dental industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Nicholas Harris is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at BB&T for three years and has been with The Vanguard Group since 2021. 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 primarily Vanguard funds and ETFs, delivering services at scale through a combination of digital platforms and advisor teams.

Onyinyechuku Nwokorie is a CFP® professional affiliated with Vanguard Advisers, with eight years of industry experience. His prior roles include positions at Fidelity Investments, T. Rowe Price, and PNC Bank. Currently based in Charlotte, NC, he has been with Vanguard and its affiliated entities since 2026. 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 proprietary models to create personalized portfolios predominantly composed of Vanguard funds and ETFs, supporting a large client base through a combination of digital platforms and advisory teams.

James Gniadek is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and five years of industry experience. He has been with Vanguard and its affiliates since 2021. Prior to his current role, his work experience includes various positions outside the financial industry and at the University of North Carolina at Chapel Hill. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of advisors and a scalable digital platform.

Jackson Klein is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Vanguard, he worked at Morgan Stanley and United Community Bank, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

William Fisher is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Vanguard Advisers and its affiliated entities, including Vanguard Marketing Corporation and The Vanguard Group, where he has worked since 2022. Prior to that, he held roles at Edward Jones and was involved with organizations such as Western Carolina University and local arts and activity centers. Vanguard Advisers provides automated and human-supported investment advice through 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 using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, with various tax-aware and customization features.

Gustavo Andrade Alanis is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and four years of industry experience. He has worked at various Vanguard affiliates since 2021 and previously held positions outside the financial sector, including roles at CVS Health and educational institutions. Vanguard Advisers offers 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 manages a large client base through a combination of digital platforms and advisor teams.

Sofia Estimable Charles is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Investments and Truist. 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 portfolios centered on Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Sally Schroeder is a CFP® with 16 years of industry experience, currently serving as an advisor at Vanguard Advisers. She has been with The Vanguard Group since 2010. Vanguard Advisers offers 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 utilizing Vanguard funds and ETFs, and is notable for its scale and digital delivery model.

Paige Cropper is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2019. Vanguard Advisers offers 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 set personalized asset allocations primarily through Vanguard funds and ETFs.

Dana Galenski is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at several firms including UBS Financial Services, Wells Fargo, and BB&T. Galenski serves as treasurer and board member for the Tarheel Trailblazers organization. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, offering customized portfolios primarily composed of Vanguard funds and ETFs.

James Baldree is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Consultant from 2021 to 2022. Prior to his tenure at Fidelity, James worked at UBS Financial Services Inc as a Sales Manager from 2020 to 2021 and as a Financial Advisor from 2017 to 2020. He began his professional experience as a Life Insurance Agent at Assured Life Solutions from 2015 to 2017. James focuses on helping his clients plan financially and manage their wealth to support their long-term financial well-being. He believes in providing guidance to individuals at critical points in their financial journeys, assisting them to focus on what matters most in their lives.

Griffin Jones is a financial advisor with Vanguard Advisers who holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to his current role, he has held various positions including work with Paychex and self-employment ventures. Outside of his advisory role, he is involved with TG E-Commerce, LLC. 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 mainly composed of Vanguard funds and ETFs, offering a high client-to-advisor ratio through its digital platform and extensive advisor team.

Timothy Cody is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 20 years of industry experience. He has worked at several firms, including Scottrade, TD Ameritrade, Merrill, and Ally Invest Securities, and has been with Vanguard since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Gabino Pacheco Rodriguez is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has prior work experience with Truliant Federal Credit Union, University of North Carolina at Greensboro, and Express Fashion Operations LLC. 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 composed mainly of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Weston Morgan is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2020. Prior to that, he was employed at First Citizens Investor Services and First Citizens Bank and attended Wake Forest University from 2015 to 2019. 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 invests in Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a digital and team servicing model.