Megan Maynard is a Planning Consultant at Fidelity Investments, bringing experience from several roles within the company since 2023. Her professional journey at Fidelity has included positions as a Financial Services Representative, Financial Representative, and Relationship Manager, leading to her current role where she collaborates with clients to develop personalized financial plans. Megan focuses on building trust and maintaining open communication with clients to align financial strategies with their goals. She emphasizes co-creating plans that reflect each client's unique needs and aspirations. Outside of her professional responsibilities, Megan enjoys activities such as beach outings, biking, fitness, lake visits, outdoor adventures, and running.

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.

Todd Petersen is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Gwn Securities, Ameritas Investment Corp., and Capital Choice Investment Advisers. Outside of his advisory work, he is involved with SmartPro Financial as an Investment Adviser Representative. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

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.

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.

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 designations and has worked in various roles including positions at Walmart, Food Lion, and as a self-employed professional. She is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs.

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.

Shameka Roberts is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds the Series 66 designation and has worked at Vanguard since 2021, following prior roles at Wells Fargo and Edward Jones. Outside of her advisory role, she is a managing partner of FCF Logistics LLC, a freight transportation business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Valerie Rattigan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. Her career includes roles at TIAA-CREF and Allstate Insurance Company, as well as real estate and insurance activities in the Charlotte area. She has been with Vanguard and its affiliates since 2021. Rattigan is also involved in real estate as a contracted agent with Berkshire Hathaway HomeServices Elite Properties. 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 asset allocation, utilizing proprietary methodologies and primarily Vanguard funds and ETFs in its portfolios.

David Tatich is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2000. Based in Charlotte, NC, Tatich holds Series 63 and Series 65 licenses. Vanguard Advisers offers 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, primarily constructing portfolios from Vanguard funds and ETFs, with customizable options including ESG and tax-aware features.

Russell Winchester is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. He has worked with several firms, including LPL Financial and Newport Group, and is involved with the USA Track and Field Association. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Robert Mc Racken is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors LLC and Townebank. Vanguard Advisers offers both 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 investment approach primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory teams.

Courtney Griffin is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Vanguard Advisers, she worked at The Vanguard Group, Vanguard Marketing Corporation, and has experience in retail and catering sectors as well as university administration. 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 large client base through a combination of digital delivery and a team servicing model.

China Leonard is a financial advisor at Vanguard Advisers with 18 years of industry experience. They hold Series 63 and Series 66 designations and have worked with multiple Vanguard entities since 2008. Leonard is also involved with Virtuous Lee Alterations, a business they have operated since 2008. Vanguard Advisers offers a combination of automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios built mainly from Vanguard funds and ETFs, emphasizing digital delivery and scalable client service.

Jon Fenton is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He is also the owner of a vlog called Jon's Bourbon and Bags Review. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Kenneth Cullipher is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 51 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously spent seven years at Cetera Advisor Networks LLC. He is also the owner of Kapital Accumulation Concepts, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.