Kenneth Sagert is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has recently transitioned into the financial services industry with experience at several firms, including BCF Professional Services and Cambridge Investment Research. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Anna Williams is a financial advisor at Edward Jones with 28 years of industry experience. She has previously worked at Wells Fargo Clearing and Scottrade, Inc. Outside of her advisory role, Williams is involved in mentoring youth as a Resident Advisor at New Hope Carolinas, a mental health facility, and also works as a shopper and grocery deliverer for Instacart. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

David Coss is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Raymond James Financial Services since 2002 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing a non-discretionary advisory approach supported by extensive research and asset-allocation analysis.

Thomas Cooley is a financial advisor at Raymond James Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Soft Point Media, JB Office, and Eveleigh. Cooley is also involved with Williamson Wealth Group, a non-investment-related business based in Cornelius, NC. Raymond James Financial Services Advisors, Inc. serves a diverse range of clients including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored plans developed via comprehensive client interviews and firm research.

Todd Hogue is a financial advisor with Raymond James Financial in Mooresville, NC, holding a Series 66 designation and nine years of industry experience. He has been associated with Raymond James Financial Services since 2016 and also works with Signature Wealth Group. Outside of his financial advisory role, he operates a dog sitting business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers customized solutions such as a SIMPLE IRA advisory program for small businesses and combines asset allocation analysis with risk-based reviews tailored to client needs.

Amit Jaiswal Kalwar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families and business owners grow and protect their wealth through customized investment management strategies. His approach involves listening carefully to clients' goals and objectives to develop personalized plans that address wealth accumulation, retirement planning, estate planning strategies, and college funding. With over 25 years of experience, Amit focuses on family wealth management strategies, legacy planning, and personal retirement planning. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston. Outside of his professional work, Amit is involved with the East Bay SPCA and enjoys cooking, football, golfing, and traveling.

Harry Zimmerman is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, and experience at the University of North Carolina: Charlotte. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Ross Peterson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 22 years of industry experience. Before joining Vanguard in 2025, he worked at Fidelity Investments and AllState Insurance Company, among other firms. Vanguard Advisers serves retail investors and eligible employer‑sponsored retirement plan participants through a mix of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs with options for customization and tax-aware features.

Ernest Alexander is a financial advisor at Vanguard Advisers with 8 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vanguard Advisers, he spent 29 years at TIAA and TIAA-CREF. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

Michael Alston III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential and one year of industry experience. Prior to joining Vanguard, he worked at Ameriprise Financial Services LLC and Ally Financial Inc. He is the founder and CEO of Aunt Connie's House Inc., a nonprofit organization. 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 and constructs portfolios mainly from Vanguard funds and ETFs, combining digital platforms with a team servicing model.

Curtis Mills is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked at Vanguard Advisers and related Vanguard entities since 2020. Outside of his advisory role, Mills is self-employed as a consultant assisting individuals in recovering funds owed from recent forced property sales. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering a high client-to-advisor ratio through its digital platform and team servicing model.

George Adams is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Wells Fargo. Outside of his advisory career, he operates a barbecue business under the name Romans Fourteen Three BBQ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Malachi Conyers III is a CFP® professional at Vanguard Advisers with 14 years of industry experience. He has been with The Vanguard Group, Inc. since 2013. Vanguard Advisers delivers investment advice through a combination of automated and human-supported services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs.

Jeffrey Basik is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves as treasurer for the nonprofit Haven of Hope International and is chairman of the finance and missions teams at Tree of Life Church. He is also part-owner of Repurposed Materials of Naples, a waste recycling business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Oksana Golovenets is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has prior work experience at Piraeus Bank ICB, Certis Solutions, and Randstad. 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 and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform.

Aaron Anderson is a financial advisor with LPL Financial in Mooresville, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously at Kestra Financial Services from 2016 to 2019. In addition to his advisory role, Anderson has taught courses online at Hillsborough Community College since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research and third-party resources to support diversified investment strategies.

Zachary Reece is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Fidelity Investments, Merrill Lynch, and Lotus Investment Strategies. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

James Burt is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

David Henkel is a financial advisor with Raymond James Financial in Huntersville, NC, holding a Series 66 designation and 21 years of industry experience. His prior work includes ten years with Wells Fargo Advisors and five years at Pinnacle Bank/Pinnacle Financial Partners. Outside of advising, he owns a mountain property rented via VRBO.com. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal clients. The firm offers tailored, primarily non-discretionary advisory services along with specialized programs for small businesses and has affiliations supporting municipal advisory and public finance activities.

Matthew Vargochik is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and accumulating three years of industry experience. His prior roles include positions at Better Mortgage, Ally Bank, Randstad, Angel Oak Home Loans, and Wyndham Capital Mortgage. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants 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 primarily invested in Vanguard funds and ETFs.