Corrina Halter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at JP Morgan Chase and Equitable Advisors. Outside of her advisory work, she serves as an estate executor in an investment-related capacity. 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 a range of customization options and managing a large client base through a digital platform combined with advisor support.

Simon Abegg is a financial advisor at Vanguard Advisers with CFP® certification and Series 65 and 66 licenses. He has three years of industry experience, including prior roles at WR Wealth Planning and NewEdge Advisors. Outside of his advisory work, Mr. Abegg serves as a Brand Ambassador for Wine on Ward, LLC, promoting wine, beer, and spirits products. Vanguard Advisers offers 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 Vanguard funds and ETFs, with a distinctive focus on scale and digital delivery through a large advisor team.

Nathan Miller is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Edward Jones and Western & Southern Brokerage Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Conosha Williams is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with Vanguard Advisers since 2019 and has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2016. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Adedoyin Adesanya is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard Advisers, Adesanya worked at Truist Advisory Services and LPL Financial Services, among other firms. They have affiliations with the University of North Carolina at Greensboro. 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 uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs.

Jackson Graham IV is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within The Vanguard Group, Inc. and its affiliates since 2022. Prior to this, he held positions in different industries, including education and retail. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, and it manages a large client base leveraging digital delivery and a team servicing model.

Austin Rogers is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 credentials. He has three years of industry experience and has worked at Vanguard marketing Corporation and The Vanguard Group, Inc. since 2022. Prior to his finance career, Rogers was involved with Massage Luxe and taught at Rollins College. Vanguard Advisers offers 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 to construct portfolios mainly from Vanguard funds and ETFs, providing scalable digital delivery alongside personalized service.

Joseph Gardner is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 credentials and has worked at various Vanguard affiliates since 2022. Gardner’s background includes experience in accounting firms and a brief role in seasonal holiday decoration. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with a large digital platform and a team servicing model, offering a range of customization options using predominantly Vanguard funds and ETFs.

Thomas Handy is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing. Outside of his financial career, he has been a swimming instructor and triathlon coach at the YMCA of Greater Charlotte for over two decades. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services and investment options, utilizing research and planning tools to develop tailored recommendations for its clients.

Jonathan Friend is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has held positions at The Vanguard Group, Inc. since 2004, including time at Four Peaks Brokerage from 2017 to 2023. 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 with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options such as tax-aware features and ESG exposure.

Cole Eldridge is an advisor at Vanguard Advisers with a Series 66 designation and has been in the industry for less than one year. Prior to joining Vanguard Advisers, his work background includes roles at The Vanguard Group, Consolidated Planning, Dicks Sporting Goods, and various educational institutions. 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 to portfolio construction, utilizing Vanguard funds and ETFs with features such as tax-aware strategies and customization options.

Marina Smith is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with The Vanguard Group since 2022. 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 utilizes a goal-based, algorithm-driven investment approach and manages a large client base through a combination of automated platforms and advisor teams.

Thomas Hallmark is a financial advisor with Vanguard Advisers, holding CFP®, Series 63, and Series 65 credentials and 25 years of industry experience. He has worked at Vanguard and its related entities since 2003 and owns Prismatic Property Group, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach largely centered on Vanguard funds and ETFs. The firm manages a high volume of client relationships through its digital platform and team servicing model.

Garrison Stewart is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 credentials and four years of industry experience. He has worked with The Vanguard Group and its affiliated entities since 2022. Prior to joining Vanguard, he was employed at DigitalIntelligence Systems LLC and Wells Fargo Clearing Services LLC. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, largely utilizing Vanguard funds and ETFs, and manages a high volume of client relationships with a substantial advisor team.

Robert Van Lanen Jr. is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard in various capacities since 2017. 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 mainly composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Garth Stefan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Vanguard in 2021, he worked at T. Rowe Price from 2015 to 2021. Outside of his advisory role, he is involved in tutoring through his own business, Stefan Solutions LLC, and as a contractor with Varsity Tutors and Wyzant. 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, primarily using Vanguard funds and ETFs, and delivers services at scale through a combination of digital platforms and a large advisor team.

James Sadleir is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2021. Prior to that, he worked at Drive Wealth Advisers and held positions outside the financial sector. 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 methodologies and primarily invests in Vanguard funds and ETFs.

Charles Ball is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2007. 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 to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Jonathan Dean is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and five years of industry experience. He has held multiple roles within Vanguard and has been self-employed in various capacities since 2018. Outside of his advisory work, he contracts as a marketing and geofencing strategist for a marketing agency. 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 mainly from Vanguard funds and ETFs, offering tax-aware and customizable investment options at scale through digital delivery and a large team of advisors.