Minhal Somji is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and has been in the industry since 2026. Her prior experience includes roles at Stone Press Financial Group, LPL Enterprise, NYLIFE Securities, New York Life Insurance Company, and Wells Fargo Clearing Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs, combining digital delivery with a large-scale advisor team.

Zachery Adams is a financial advisor at Edward Jones in Cornelius, NC, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and New Western Acquisitions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Kinyon Vinson is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Vinson is also a strategic advisor for a recovery center through his involvement with VBR LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Curtis Caulkins is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various other companies spanning finance and hospitality sectors. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary methodologies and Vanguard funds to tailor asset allocations across multiple savings goals.

Alexander Venuti is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes positions at Wells Fargo Clearing Services, LLC, and University of North Carolina at Charlotte, as well as self-employment prior to joining Vanguard. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering features such as tax-aware strategies and customization options.

Syreeta Kitchen Dukes is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Vanguard since 2007 in various capacities and is also involved in coaching at Independence High School in Charlotte, NC. Outside of her advisory role, she owns Desirae's Desserts and acts as a travel agent for G Virt So, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a high volume of clients through its digital delivery platform and a team servicing model.

Charles Girling is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Vanguard Advisers, his experience includes roles at National Life Group, Wells Fargo, Northwestern Mutual, and Stone Press Financial Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a high volume of client relationships through its digital platform and a large team of advisors.

Timothy Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Bank NA for ten years before joining Wells Fargo Clearing. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Matthew O’Brien is a financial advisor at Vanguard Advisers based in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2018. Prior to that, he held a variety of roles including positions at The North Face and the Carolina Panthers. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

George Evdemon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with The Vanguard Group, Inc. since 1998. 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 and primarily invests in Vanguard funds and ETFs.

Hailey Grooms is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at The Vanguard Group for 15 years before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, leveraging both in-house and third-party advisory platforms.

Christopher Hill is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Vanguard Advisers since 2019 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Hill is based in Charlotte, NC. Vanguard Advisers serves retail investors and eligible 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 primarily composed of Vanguard funds and ETFs, providing digital delivery at scale alongside personalized customization options.

Kevin Nervegna is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including OSAIC, Sagepoint Financial, Questar Asset Management, Questar Capital Corporation, and GCG Wealth Management Inc. He is also involved with the Financial Independence Group, selling fixed universal life and term insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Zvaitwa Logan is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, she worked at Fourteen 84 from 2017 to 2020 and operated Braniacs Tutoring and Homeschool Services from 2013 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach is IPS-driven and incorporates a broader set of financial products, including insurance-related vehicles and bank deposit sweep options.

David Sehorn Jr. is a CFP®-designated financial advisor with Vanguard Advisers in Charlotte, NC, bringing 19 years of industry experience. He has been with The Vanguard Group since 2006. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach that emphasizes personalized asset allocations with tax-aware features. The firm manages a large client base through a high client-to-advisor ratio and offers model portfolios, stable-value separate accounts, and plan-level managed solutions.

Gabriel Ferrell is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2020. Prior to joining Vanguard Advisers, his background includes roles in various industries such as retail and education. 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 primarily composed of Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Samuel Schaefer is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Securities LLC since 2018. Prior to that, he was employed at Global Value Investment Corp. from 2014 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary services, with a broader range of financial product offerings than typical institutional advisers.

Desmond Wiggan is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been associated with PFS Investments Inc since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining an operational model distinct from many peers.

Gregory Latini is a CFP® with 20 years of experience in the financial services industry. He is currently with Vanguard Advisers and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers LLC, TIAA-CREF, CUNA Brokerage Services, and Waddell & Reed. He is also the owner of Operation Sweet Tooth, a nonprofit that supports underserved children and provides AEDs for public spaces. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model, focusing on retail and plan participants.

Michael Collegeman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. His prior experience includes roles at AIG, Northwestern Mutual, and Edward Jones. He holds Series 63 and Series 66 licenses. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs, with options for tax-aware features and customization.