Kari Sirianni is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Kari worked in public education for nearly two decades. She is also involved in managing an advisory business through L&J Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic support to deliver tailored, non-discretionary recommendations through a centralized consulting team.

China Leonard is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple Vanguard entities as well as AllState since 2008. Outside of financial services, Leonard is involved with Virtuous Lee Alterations, a business she has been part of since 2008. Vanguard Advisers offers automated and human-supported investment advice through Vanguard Digital Advisor and Personal Advisor services, primarily serving 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 largely composed of Vanguard funds and ETFs, with various tax-aware and customization features.

Joseph Pecarro is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Financial Network and Suntrust Advisory Services prior to joining Merrill in 2022. Based in Charlotte, NC, Pecarro has a background in both advisory and securities services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using model-based and discretionary investment strategies constructed by internal and third-party managers.

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.

Benjamin Kirkland is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at LPL Enterprise LLC and LPL Financial, and has a background that includes roles at the Washington Office of the Secretary of State and Vail Resorts, Inc. He also operated Mountain Gurus DBA Northwest Alpine Guides, an entrepreneurial venture in outdoor guiding. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment approach.

Jeremiah Guinn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he served 20 years in the US Air Force and spent time at Binghamton University, State University of New York. He has been with Wells Fargo Clearing since 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alejandro Mozqueda Alvarez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at NinjaTrader, Lee Construction Company of the Carolinas, and several educational institutions in North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Strode is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Cooke is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2024 and has prior work experience in various roles including positions at US Tech Solutions Inc and State Employees' Credit Union. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Michael Carter is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2005. 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.

Tyler Waters is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. He has been with Vanguard and its affiliated entities since 2020 and previously worked at Edward Jones and WestRock Company. Vanguard Advisers provides both 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, managing portfolios largely composed of Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisory teams.

Alexander Rosenthal is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has been with Vanguard-affiliated firms since 2023. Prior to his current role, he has held positions at Randstad, Morris Costumes, and Ameresco. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Hope Glashen is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2021. She previously worked at TIAA-CREF from 2014 to 2021. Outside of her advisory role, she owns and manages a rental property. 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 constructs portfolios from Vanguard funds and ETFs.

Anne Douglas is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her prior roles include positions at Morgan Stanley and Clearview Wealth Management. She also provides notary services on a part-time basis. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary methodologies and primarily Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base through a combination of automated platforms and a team servicing model.

Nicholas Atkinson is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2017. Prior to that, he served as Vice President of Product Development at Genick Dealer Solutions, a consulting and auditing firm. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach using proprietary models and offers a wide range of customizable portfolios mainly composed of Vanguard funds and ETFs.

Melissa Quillan is a CFP® and Series 63 holder with 12 years of experience in the financial industry. She has been with The Vanguard Group, Inc. since 2014, currently based in Charlotte, NC. 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 investment approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Leonard Bullard Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at The Vanguard Group, Inc. since 2017 and is the owner of Bullard Strong LLC, an e-commerce business focused on creating TikTok videos to promote products. Prior to Vanguard, he held positions at Pet Paradise and 4G Project People. 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 is notable for its scale and digital delivery, managing a large number of client relationships through a combination of technology and advisory teams.

Austin Crass is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role, he was involved with Smart Home CLT, LLC from 2020 to 2022. 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 featuring proprietary models and a range of customizable portfolios largely composed of Vanguard funds and ETFs.

Meagan Scarlette is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Her career includes roles at Wells Fargo Clearing, Us Tech Solutions, The Vanguard Group, Momentum Realty, and Galavantier. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Gaffney is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Vanguard Advisers, he worked at NYLife Securities, LLC and New York Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through a digital platform supported by a large team of advisors.