Jaime Bell is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Brookstone Capital Management and H.E. Scheil & Associates, Inc. Bell is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving 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, emphasizing customization and tax-aware strategies.

Natasha Rufino Da Silva is a Financial Advisor with Merrill Lynch Wealth Management, serving the Suburban Philadelphia market. She is recognized as Merrill’s only African American advisor in the region and collaborates with an award-winning team that includes partners with over 40 years of experience. Drawing upon her athletic background, Natasha applies a disciplined and focused approach to her work with high net worth families and individuals. Her expertise spans advising medical professionals, athletes, business owners, and affluent families on various aspects of financial life, including wealth growth and preservation, retirement planning, managing new wealth, and tax minimization. Natasha emphasizes personalized strategies tailored to each client’s unique financial goals and has a commitment to educating her community on financial literacy, especially empowering Philadelphia’s youth. Natasha holds a Bachelor’s degree from Saint Joseph’s University and completed an Accredited Certificate Program at Temple University. She carries several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is involved with community organizations such as Big Brothers Big Sisters of America and Tri State Black Men in Medicine. Fluent in English and Yoruba, Natasha focuses on clear communication to help clients understand financial strategies and market conditions.

Brian Wallace is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at LPL Financial for eight years before joining Wells Fargo Clearing. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jean Boutym is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. His work history includes roles at Wells Fargo Clearing Services and Robert Half Staffing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Torres is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at E*TRADE Securities LLC and TIAA-CREF. Outside of his advisory work, he owns an e-commerce business, GroovyCoconut, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling as part of its advisory process.

Christian Burns is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked six years at the United Methodist Foundation of Western North Carolina, Inc. He serves on the Development Committee of the Cornelius Arts Center, where he contributes to training board members on major gifts and may collaborate with board members on donor meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Jon Neely is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he contributes as a blogger providing information for boating enthusiasts and works as a ghostwriter for non-investment topics. 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 approach using proprietary models to create personalized asset allocations and manages portfolios constructed mainly from Vanguard funds and ETFs.

Jean Basson is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanguard entities since 2013 in various capacities including marketing and advisory roles. Based in Charlotte, NC, Basson’s background includes over a decade at The Vanguard Group and related affiliates. Vanguard Advisers delivers 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 construct personalized portfolios primarily from Vanguard funds and ETFs, emphasizing scale and digital delivery through a large team of advisors.

Timothy Cosby Jr. is a Series 66-licensed financial advisor with Vanguard Advisers in Charlotte, NC, having five years of industry experience. He has worked at Vanguard since 2021 and has prior experience at Northwestern Mutual and other roles outside finance. Outside of advising, he is also a drummer in a retail/service capacity. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs.

Emily Morgenthaler is a Series 66 licensed financial advisor with four years of industry experience, currently with Vanguard Advisers in Charlotte, NC. Prior to joining Vanguard in 2022, she worked in various roles at companies including Sona Dermatology and Stuart Weitzman. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through a digital platform.

Stephen Abercrombie is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at The Vanguard Group, Inc. for 17 years. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Ra'shanda Williams is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been with The Vanguard Group, Inc. since 2014. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolio management primarily using Vanguard funds and ETFs. The firm combines digital delivery with a large advisor team, managing hundreds of thousands of client relationships.

Kirk Messick is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2012. He began his career in the financial services industry in 2006 with Wachovia Securities. Kirk holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from West Iredell High School. With over sixteen years of experience, Kirk focuses on goal setting and retirement planning, specializing in consolidation and distribution of retirement and pension plans. He employs Goals Based Wealth Management, creating personalized strategies to help clients pursue their financial goals through a structured process of defining objectives and implementing solutions. His approach emphasizes putting the client's interests first and building trust through integrity and hard work. Outside of his professional role, Kirk participates in community activities such as coaching the All Pro Dads Odell Elementary Chapter and serving as an Assistant Scoutmaster for the Boy Scouts of America. His personal interests include hiking, spending time with his family, and watching movies.

Justin Marshall is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Vanguard Advisers since 2016 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. in Charlotte, NC. 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 asset allocation, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive advisor team.

Adam Mielke is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He has five years of experience in the industry, including roles at Vanguard Advisers and The Vanguard Group, Inc. Prior to that, he worked at Northwestern Mutual Life Insurance Company and was self-employed. 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 with portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of advisors and digital delivery.

Matthew Shaw is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing Services since 2016. Outside of his advisory role, Shaw manages a business providing rental services for residential properties and vehicles in Charlotte, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, leveraging extensive research and analytics to support its diverse offerings.

Luke Eubank is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation with one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Stepping Stones Advisory, and Shellback Capital. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Adam Unterseher is a financial advisor at Vanguard Advisers in Charlotte, NC. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at Raymond James Financial and other companies. 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 to portfolio construction using proprietary methodologies and offers a range of customization options, managing a large client base through its digital platform and team-based service model.

Christopher Horton is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James in 2025, he worked at Edward Jones for eight years and spent a year with Learfield/NC State Wolfpack Sports. Horton is also the CEO of Horton Wealth, an independent financial advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary advice using analytical tools and supports a wide network of advisors, with specialized capabilities in municipal finance and employer retirement plan consulting.

William Haugen is a CFP® credentialed financial advisor with 56 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wachovia Securities, Inc. from 2001 to 2002. Haugen serves as a board member of the Downtown Development Association of Morganton, NC. 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 offers a broad range of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.