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.

Natalie Glenn is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Wells Fargo Bank NA since 2015 and Wells Fargo Clearing Services, LLC since 2018. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

Njeri Henderson is a financial advisor with Merrill in Charlotte, NC. She holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining Merrill, she worked at Wells Fargo Clearing and has held roles at Bank of America and other firms. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sofia Estimable Charles is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at Fidelity Investments and Truist prior to joining Vanguard. She has also worked in academic settings at Southern New Hampshire University and Suffolk County Community College. 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 customized portfolios primarily composed of Vanguard funds and ETFs.

Sally Schroeder is a CFP®-certified financial advisor with Vanguard Advisers, based in Charlotte, NC. She has 15 years of industry experience, having worked with The Vanguard Group since 2010. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base with more than 2,200 advisors.

Paige Cropper is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2019. Her background also includes roles at Ann Inc. and Virginia Polytechnic Institute & State University. 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 construct portfolios primarily from Vanguard funds and ETFs, offering customization options such as ESG preferences and tax-aware features.

Kenneth Houck Jr. is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, he manages a private investment entity, Black Cherokee Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, plan benchmarking, and participant education, with an advisory process grounded in modern portfolio theory and tailored to client objectives.

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 worked at Vanguard since 2021, following prior roles at Truist Investment Services, BB&T, UBS Financial Services, and Wells Fargo. Galenski serves as treasurer on the board of Tarheel Trailblazers, a nonprofit organization based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily invests in Vanguard funds and ETFs.

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.

Brandon Wynn Milton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and accumulating two years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2014 and co-owns Squared Focus Group, LLC, a printing services and web design business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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.

Charlee Shadoan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide its investment approach.

Andrew Ortiz is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Wells Fargo, he worked at The Vanguard Group and has been co-owner of Rooted Hearts LLC, a holistic health coaching business, since 2018. He also works as an independent contractor for Amazon Flex. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.