Anna Williams is a financial advisor at Edward Jones with 28 years of industry experience. She has previously worked at Wells Fargo Clearing and Scottrade, Inc. Outside of her advisory role, Williams is involved in mentoring youth as a Resident Advisor at New Hope Carolinas, a mental health facility, and also works as a shopper and grocery deliverer for Instacart. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Amit Jaiswal Kalwar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families and business owners grow and protect their wealth through customized investment management strategies. His approach involves listening carefully to clients' goals and objectives to develop personalized plans that address wealth accumulation, retirement planning, estate planning strategies, and college funding. With over 25 years of experience, Amit focuses on family wealth management strategies, legacy planning, and personal retirement planning. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston. Outside of his professional work, Amit is involved with the East Bay SPCA and enjoys cooking, football, golfing, and traveling.

Cherish Porchea is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she held various roles including positions at State Employees' Credit Union and Chipotle. 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 investment approach incorporating proprietary models and Vanguard funds, delivering services at scale through its digital platform and extensive team of advisors.

Scott Brooks is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo for four years and has been the owner of Brooks and Associates LLC since 2014. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment strategies developed by its Research Department and third-party portfolio strategists.

Harry Zimmerman is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple Vanguard entities since 2022. Prior to his current role, he has experience in education and retail sectors. 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 to construct portfolios primarily from Vanguard funds and ETFs, with various tax-aware and customization features.

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.

Bruce Bevins II is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Wells Fargo Clearing. Outside of his advisory work, he is the CEO and owner of Bdubz Clubs LLC, a golf equipment repair and fitting business in Matthews, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various investment strategies and operational tools.

Curtis Mills is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 credentials and eight years of industry experience. He has been affiliated with Vanguard Advisers and its related entities since 2020 and previously worked in the Paradise Valley Unified School District. Outside of his advisory role, he consults to assist individuals in recovering funds from recent forced property sales. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to create personalized portfolios.

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. His background includes roles at Fidelity Investments, Merrill Lynch, and Lotus Investment Strategies. He holds Series 63 and Series 66 designations and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs to create personalized portfolios with various customization options.

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 with 35 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Bank NA starting in 2002. She is based in Charlotte, NC. 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Kathleen Bryant is a Series 66-licensed financial advisor with Raymond James & Associates in Matthews, NC, bringing 18 years of industry experience. She has worked with Raymond James & Associates since 2013, including her current tenure beginning in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

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 at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo since 2015, including positions at Wells Fargo Home Mortgage and Wells Fargo Clearing Services LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.