Mark Kuznitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill from 2009 to 2023. Kuznitz is based in Denver, NC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations supported by a centralized consulting team.

William Haugen is a CFP® professional with 56 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a board member of the Downtown Development Association of Morganton, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Ken Carlson is a CFP® with five years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held roles within The Vanguard Group and Vanguard Marketing Corporation since 2021 and has prior experience at Techtronic Industries and Delta Airlines. Carlson is also the owner of an investment-related rental property business. 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, with portfolios largely composed of Vanguard funds and ETFs.

Robert Fox is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with Vanguard Advisers since 2019 and has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. He also serves as an executor for an immediate family member’s estate. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

John Shaffer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Corpay and Wells Fargo Advisors. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Christopher Charte is a CFP® with eight years of industry experience, currently serving as an advisor at Vanguard Advisers in Charlotte, NC. His career includes multiple roles at The Vanguard Group, Inc., as well as a position at Selective Wealth Management. 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 using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Thomas Francomano is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he partners with individuals, families, and business owners to accumulate and preserve wealth tailored to their short and long-term goals. He joined The Lake Norman Group of Merrill Lynch Wealth Management in 2018 as a Financial Advisor in Boulder, CO, and returned to the Charlotte, NC area in 2020. Thomas works closely with clients to develop customized and comprehensive wealth management strategies that consider their risk tolerance and the dynamics of changing markets. He provides regular reviews and periodic contact to track progress towards goals and make appropriate recommendations. His expertise includes areas such as college education planning, corporate benefits, divorce transition planning, and retirement planning. He holds a Bachelor's Degree from Colorado State University and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Thomas is involved in the Lake Norman Chamber of Commerce and participates in community activities, including coaching youth lacrosse and volunteering with the Big Brother Big Sister program.

Nicholas Harris is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at BB&T for three years and has been with The Vanguard Group since 2021. 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 investment approach using proprietary models and primarily Vanguard funds and ETFs, delivering services at scale through a combination of digital platforms and advisor teams.

Onyinyechuku Nwokorie is a CFP® professional affiliated with Vanguard Advisers, with eight years of industry experience. His prior roles include positions at Fidelity Investments, T. Rowe Price, and PNC Bank. Currently based in Charlotte, NC, he has been with Vanguard and its affiliated entities since 2026. 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 models to create personalized portfolios predominantly composed of Vanguard funds and ETFs, supporting a large client base through a combination of digital platforms and advisory teams.

James Gniadek is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and five years of industry experience. He has been with Vanguard and its affiliates since 2021. Prior to his current role, his work experience includes various positions outside the financial industry and at the University of North Carolina at Chapel Hill. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of advisors and a scalable digital platform.

Jackson Klein is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Vanguard, he worked at Morgan Stanley and United Community Bank, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

William Fisher is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and six years of industry experience. His career includes roles at Edward Jones and Mountain Credit Union prior to joining Vanguard in 2022. Outside of finance, he has experience with the Ramsey Activity Center and Bardo Arts Center. 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’s scale and digital delivery model support a large client base through a combination of technology and advisory teams.

Paul Jackson is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. He holds the Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Gustavo Andrade Alanis is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked with The Vanguard Group, Inc. since 2021 and previously held roles outside the financial industry at CVS Health and educational institutions. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Sofia Estimable Charles is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and two years of industry experience. She has worked at Vanguard Group and Vanguard Marketing Corporation since 2026 and previously held roles at Fidelity Investments, Truist, and Teachers Federal Credit Union. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios largely from Vanguard funds and ETFs, offering a high degree of customization and tax-aware features.

Sally Schroeder is a CFP®-certified financial advisor with Vanguard Advisers, based in Charlotte, NC. She has 15 years of industry experience, having worked with The Vanguard Group since 2010. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base with more than 2,200 advisors.

Eileen Stoner is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a decade at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and scenario modeling.

Edie Kijesky is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and having 7 years of industry experience. Her prior work includes roles at Sourcepoint/ISGN and Ocwen. Outside of her advisory work, she is involved as a VIP/Ambassador for Plexus, a non-investment related activity. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports trade execution and custody through major service providers.

Paige Cropper is a financial advisor with Vanguard Advisers based in Charlotte, NC. She holds Series 66 and Series 63 licenses and has seven years of industry experience. Paige has been employed with The Vanguard Group and Vanguard Marketing Corporation since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Christine Sowell is currently the Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In this role, she engages with clients to develop, support, and advise them throughout their financial journeys, aiming to provide confidence, insight, and direction to their financial health. Prior to her current role, Christine served as a Financial Consultant at Fidelity Investments from 2019 to 2024. She also has experience as a Senior Manager in Assurance at Ernst & Young LLP from 2005 to 2013. Outside of her professional responsibilities, Christine's interests include family activities, hiking, military service, parenthood, soccer, and traveling.