Zachary Reece is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 designations with five years of industry experience. His prior roles include positions at Fidelity Investments, Merrill Lynch, and Lotus Investment Strategies. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm serves a large client base through a combination of digital platforms and advisor teams.

James Burt is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following roles at Intl Advisory Consultants Inc. and Synergy Investment Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support investment decisions.

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.

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 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.

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.

Davidson Carroll is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked briefly at Equitable Advisors and has held various positions in the food service and retail industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Edward Busch is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Vanguard in 2025, he worked at Equitable Advisors, New South Wealth Management, Cambridge Investment Research, Tata Consultancy Services, and Prudential. 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 and offers a wide range of customization options through predominantly Vanguard funds and ETFs.

Jennifer Sims is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles including positions at Walmart, Food Lion, and self-employment prior to joining Vanguard Advisers. She is 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 approach to asset allocation and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options including tax-aware strategies and ESG exposure.

Christopher Hord is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and having eight years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance, and The Vanguard Group. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions with a focus on research-driven investment selection and a broad range of financial products through affiliated entities.

Ian Flores is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TIAA-CREF Individual & Institutional Services and TLEAF Gallery, an art-related business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Nicholas Thomas is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has been with Vanguard since 2020, including roles at Vanguard Marketing Corporation and The Vanguard Group, and previously worked at Edward Jones and Cleveland Clinic - Akron General. 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 constructed largely from Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a large advisory team.

Jazlynn Torres is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2018. Her prior work includes roles at Waterbean Coffee, Hantzmon Wiebel LLP, Lowe's Home Improvement, and James Madison University. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering tax-aware features and customization options.