Gary Phillips is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at various firms including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to his current role, he was associated with 131 Main and has also worked in educational and service industries. 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 and manages a large client base through its digital platform combined with personalized advisory services.

Logan Murphy is a financial advisor at Vanguard Advisers with 10 years of industry experience and a Series 66 designation. He previously worked at Capital Client Group, Inc. for nine years before joining Vanguard in 2026. 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 offers portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Matthew Atkinson is a CFP® with 15 years of industry experience, currently serving at Vanguard Advisers. He has held roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2011 and is also the owner of Adeline's Cup of Tea, LLC. His background includes over a decade at S.L. Nusbaum Realty Co. and involvement in private investment partnerships and fiduciary roles for family trusts. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach featuring proprietary glide-path methodologies and portfolios constructed largely from Vanguard funds and ETFs.

Lucas Zubrod is a CFP® with 27 years of industry experience, currently serving at Vanguard Advisers since 2009. He has also been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2002. Zubrod serves as Treasurer and board member of Lake Wylie Lutheran Church, where he manages the church's financial operations. 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 proprietary models and portfolios built mainly from Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by over 2,200 advisors.

Shawnette Pate is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. She has worked at Vanguard since 2014 and is also involved in non-investment activities such as event staffing and food service roles in the Charlotte, NC area. Vanguard Advisers offers automated and human-supported investment advice primarily for 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, supported by a digital platform serving a large client base through a team servicing model.

Austin Bell is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at LPL Financial and Investment Centers of America, Inc. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to create personalized asset allocations primarily with Vanguard funds and ETFs.

Kevin Cline is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various divisions of Vanguard since 2022. Prior to joining Vanguard, he was affiliated with the Shanghai High School International Division from 2017 to 2022. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs.

Hannah Lee is a financial advisor at Merrill in Concord, NC, holding a Series 66 designation with five years of industry experience. She previously worked at Wells Fargo & Co. for 14 years before joining Merrill Lynch, Pierce, Fenner & Smith Incorporated, where she has been since 2019. 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sherry Snowden is a Series 66-licensed financial advisor at Vanguard Advisers with two years of industry experience. Prior to joining Vanguard, she worked at Charter Communications and Cox Communications. 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 personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs, and serves a large client base through its digital platform and advisory team model.

Casey Brown is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Vanguard entities since 2021. 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 uses a goal-based, algorithm-driven approach to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Andreas Riemann is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and five years of industry experience. Prior to his current role, he has been involved with Digital Intelligence Systems LLC since 2021 and held various positions outside the financial sector, including at Rioz Brazilian Steakhouse. He also serves as a power of attorney for his parents. 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 through more than 14,000 advisors and provides both brokerage and advisory solutions.

Richard King III is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Vanguard Marketing Corporation and The Vanguard Group. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants by providing both automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital delivery model.

Amy Wlodyka is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience and holds a Series 65 designation. She is also co-owner of ANW 4 LLC, which provides administrative services and referee assignments for local soccer organizations. Outside of finance, she has been involved with the Charlotte Soccer Academy and Wingate International Soccer Academy for over 18 years. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by offering 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.

Clayton Evans is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. He has been with The Vanguard Group since 2022 and previously worked at Yap Club LLC for seven years. 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 using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Nicholas Nevala is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work history includes roles at Colonial Life, Aflac, FedEx, and the University of North Carolina at Wilmington. Outside of finance, he has experience working at Woodboat Brewery. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and demographics.

Cameron Mack is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds a Series 66 designation and has worked at Vanguard and its affiliates since 2021. Prior to Vanguard, he held roles at TD Ameritrade, AXA Advisors, Mutual of Omaha, and also worked in construction and at the University of North Carolina Wilmington. 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 to construct portfolios largely from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform and advisory team.

Owen Joiner is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation. He has been with Wells Fargo Clearing since 2025 and has prior experience at firms including DYSIS, The 500 Club, Northwestern Mutual, and Ally Financial. Outside the financial sector, he worked at Northstone Country Club for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory in its investment approach.

Shawntonia Walden is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having 24 years of industry experience. Her career includes long-term roles at The Vanguard Group and Vanguard Marketing Corporation, along with prior positions at South Beach, LLC and current work at Atrium Health as a communication coordinator documenting physician conversations regarding patient care. Vanguard Advisers offers 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 serves a large client base with a digital platform and a team servicing model, focusing on personalized asset allocations and tax-aware investment features.

Kenneth Kaiser is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and with two years of industry experience. He has worked at multiple Vanguard entities since 2023 and previously at LPL Financial and Crescent Electric Supply Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Theodore Pearson is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. Before joining Vanguard in 2025, he worked briefly at Fidelity Investments and has held roles outside the financial industry, including with Planet Fitness and the YMCA. 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 to create personalized portfolios largely composed of Vanguard funds and ETFs, combining digital delivery with advisor support to manage a large client base.