Dana Galenski is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard since 2021, following prior roles at Truist Investment Services, BB&T, UBS Financial Services, and Wells Fargo. Galenski serves as treasurer on the board of Tarheel Trailblazers, a nonprofit organization based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice for 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.

Krista Thurmond is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and one year of industry experience. Prior to joining Baird, she worked at Hopewell Academy and Charlotte Mecklenburg Schools. She has also been involved with Soccer Shots of Greater Charlotte. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and brokerage services. Baird employs a range of strategies including SMA programs, tax management, and unified fee arrangements, supported by internal research and investment professional oversight.

Timothy Cody is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 20 years of industry experience. He has worked at several firms, including Scottrade, TD Ameritrade, Merrill, and Ally Invest Securities, and has been with Vanguard since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Gabino Pacheco Rodriguez is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has prior work experience with Truliant Federal Credit Union, University of North Carolina at Greensboro, and Express Fashion Operations LLC. 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 composed mainly of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Weston Morgan is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2020. Prior to that, he was employed at First Citizens Investor Services and First Citizens Bank and attended Wake Forest University from 2015 to 2019. 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 and primarily invests in Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a digital and team servicing model.

Toni Clarke is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, following six years at Michelle Heide & Associates and Ameriprise Financial Services. Outside of her advisory role, Clarke participates as a part-time, nonpaying member of the Italian American Heritage Club of Hunterdon County, a charitable organization. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Lisa Roche Berlage is a CFP®-certified financial advisor with Vanguard Advisers, where she has worked since 2014. She holds Series 65 and Series 63 licenses and has 19 years of industry experience. In addition to her advisory role, she serves on the finance committee of Holy Spirit Catholic Church in Denver, NC. Vanguard Advisers provides automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios largely from Vanguard funds and ETFs, emphasizing scale and digital delivery combined with a team servicing model.

Jeffrey Karp is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates Karp Financial Strategies, Inc., and sells fixed annuities and various types of non-variable insurance products including long-term care, term life, disability, and universal life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Caleb Cheyney is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their unique goals and priorities, focusing on areas such as retirement planning, portfolio management, tax minimization, and special needs planning strategies. Caleb leverages the resources of Merrill and Bank of America to assist federal employees, medical professionals, and business leaders in preparing for well-structured retirements. Caleb holds a Bachelor's Degree from the University of North Carolina System and is a Certified Financial Planner (CFP) as well as a Personal Investment Advisor (PIA). His approach emphasizes understanding clients' individual circumstances and providing clear, disciplined guidance to help them manage their financial futures confidently. Outside of his professional work, Caleb enjoys basketball, football, music, pickleball, and spending time with his family. He is also involved in the community through his participation with Niner United at UNC Charlotte.

David Benevento is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior work includes roles at Fidelity Investments, Edward Jones, Capital Group - American Funds, HBKS Wealth Advisors, Wells Fargo Advisors Financial Network, Charles Schwab, Robert W. Baird, and Strategic Advisors LLC. He maintains a life and health insurance license. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized asset allocations, primarily employing Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive team of advisors.

Robert Carrington II is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020. Prior to this, he was employed at Medi Weightloss and ECPI University, among other roles. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional portfolio management.

Donald Cook Jr. is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work history includes roles with Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as entrepreneurial experience with SBH BBQ Co. Outside of advisory work, he is engaged in e-commerce sales and provides transportation services through contracts with Lyft and Uber. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with proprietary asset allocation models. The firm emphasizes scale and digital delivery, managing a high volume of client relationships primarily with Vanguard funds and ETFs, and offers multiple customization options including ESG exposures.

Charles Thompson is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. He has worked with Raymond James since 2000 and leads the Thompson Wealth Group. Outside of advisory work, he is a licensed real estate agent in North Carolina. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored recommendations supported by firm research and asset-allocation analysis.

Warren Williams is a financial advisor with LPL Financial in Mooresville, NC, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has been with LPL Financial for 18 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Mason Hardy is a Financial Consultant currently working at Fidelity Investments. He focuses on collaborating with clients to develop personalized financial plans that align with their individual goals. Mason's approach involves understanding each client's unique situation to create effective and manageable strategies for pursuing their financial objectives. He has accumulated experience through various roles at Fidelity Investments, including Planning Consultant, Investment Consultant, Relationship Manager, and High Net Worth Associate, covering the period from 2022 to the present. Prior to joining Fidelity, Mason worked as a Financial Professional at Equitable Advisors in 2021.

Sydney Clawson is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to her advisory role, she was involved with Kids' Camp Ladue in multiple years. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs with various customization options.

Karen Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2004, bringing over 20 years of executive sales, marketing, and business development experience from her previous roles at a major consumer products company and a start-up. Karen works closely with a select group of clients, often including multiple generations of the same family, to coordinate all aspects of their financial lives. She focuses on preparing clients for future uncertainties as well as financial opportunities, offering services ranging from income planning strategies to transferring wealth and financial education for the next generations. Karen's expertise encompasses executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. She holds a Bachelor's Degree from the University of Michigan and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Karen is also affiliated with professional organizations such as NextUp and Procter & Gamble Alumni. Outside of her professional duties, Karen is involved in community organizations including The First Tee of Greater Charlotte, the University of Michigan Alumni Association - Charlotte, and the Women's Impact Fund in Charlotte. She lives in Lake Norman with her husband and two daughters, and her personal interests include golf, health and wellness, and community service.

Michael Bird is a financial advisor with Merrill based in Cornelius, NC. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 12 years at Merrill and Bank of America. Outside of his advisory role, he manages a rental property. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

John Pilkington is a financial advisor at Vanguard Advisers with 21 years of industry experience. He has held roles at Vanguard Group since 2004 and previously worked at Manning & Napier Advisors. Pilkington serves as treasurer and board member of Belmont Trolley, a nonprofit community organization in Belmont, NC. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary asset allocation models and portfolios constructed mainly from Vanguard funds and ETFs.

Grace Kellerman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Vanguard, she worked at Stride Spin & Fitness in a non-investment role. 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 largely composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large number of client relationships with a team servicing model.