Garry Fils Aime is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and 23 years of industry experience. His work history includes multiple tenures at Wells Fargo Clearing Services and Corning. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to support its investment and retirement plan solutions.

Ross Peterson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 22 years of industry experience. Before joining Vanguard in 2025, he worked at Fidelity Investments and AllState Insurance Company, among other firms. Vanguard Advisers serves retail investors and eligible employer‑sponsored retirement plan participants through a mix of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs with options for customization and tax-aware features.

Ernest Alexander is a financial advisor at Vanguard Advisers with 8 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vanguard Advisers, he spent 29 years at TIAA and TIAA-CREF. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

Curtis Mills is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked at Vanguard Advisers and related Vanguard entities since 2020. Outside of his advisory role, Mills is self-employed as a consultant assisting individuals in recovering funds owed from recent forced property sales. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering a high client-to-advisor ratio through its digital platform and team servicing model.

George Adams is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Wells Fargo. Outside of his advisory career, he operates a barbecue business under the name Romans Fourteen Three BBQ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Malachi Conyers III is a CFP® with 14 years of industry experience, currently serving at Vanguard Advisers. He has worked with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2013. 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 customize asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisor team.

Oksana Golovenets is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has prior work experience at Piraeus Bank ICB, Certis Solutions, and Randstad. 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 and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform.

Zachary Reece is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Fidelity Investments, Merrill Lynch, and Lotus Investment Strategies. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

James Burt is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nicholas Aube is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients and their Financial Consultants to develop and implement financial plans tailored to clients' evolving goals. Nicholas has been with Fidelity Investments since 2021, gaining experience in various roles including Relationship Manager, High Net Worth Service Associate II, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects his familiarity with client service and support within the financial sector.

Kathy Day is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation with 34 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Vargochik is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and accumulating three years of industry experience. His prior roles include positions at Better Mortgage, Ally Bank, Randstad, Angel Oak Home Loans, and Wyndham Capital Mortgage. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants 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 portfolios primarily invested in Vanguard funds and ETFs.

Bennett Brooks is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at LPL Financial and has an extended background connected to Clemson University in various roles. 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 a range of individual and institutional clients.

Patrick Casey is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Robinhood Financial. Outside of his advisory role, he is involved with LSC Property Management, LLC as a landlord and owner. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through a combination of technology and advisor support.

Xavier Rigail Checa is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and previously worked at Wells Fargo Home Mortgage from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Bryan Labadia is a Certified Financial Planner® with 15 years of industry experience, currently serving at Vanguard Advisers. His career includes roles at The Vanguard Group and TIAA, and he has entrepreneurial experience through Labadia Enterprises LLC and Legacy Moto Apparel. Vanguard Advisers provides goal-based, algorithm-driven investment advice to retail investors and retirement plan participants, combining automated digital platforms with human support. The firm manages a large client base using proprietary models and a broad range of Vanguard funds and ETFs.

Eric Larose is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also has a background working at Publix Supermarkets since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a notably broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Luke Marlovits is a financial advisor at Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has recently begun his career in the financial industry. His prior work experience includes roles at Equitable Advisors and Surfs Up Acai Bowls. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Nick Delvecchio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with The Vanguard Group since 2012. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Kelli Green is a financial advisor with Vanguard Advisers, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. She has been with THE Vanguard Group, Inc. since 2004 and previously worked at Windyrush Country Club from 2019 to 2022. 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 approach to portfolio construction, leveraging Vanguard funds and ETFs with tax-aware features and customization options.