China Leonard is a financial advisor at Vanguard Advisers with 18 years of industry experience. They hold Series 63 and Series 66 designations and have worked with multiple Vanguard entities since 2008. Leonard is also involved with Virtuous Lee Alterations, a business they have operated since 2008. Vanguard Advisers offers a combination of automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios built mainly from Vanguard funds and ETFs, emphasizing digital delivery and scalable client service.

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.

Glen Archer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and has led Archer Wealth Group since 2010. Outside of his advisory roles, he owns ArcherWealthGroup, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jason Webster is a financial advisor with Mass Mutual Investors Services in Huntersville, NC. He holds the Series 66 designation and has two years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2024, he spent eight years at Wilco Finance. Outside of his advisory role, he works as a business coach and mentor through Elevate Strategy & Consulting, supporting other professionals in business growth. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars.

Melissa Spivey is a financial advisor with Raymond James Financial Services, Inc. in Lincolnton, NC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2000 and has owned an online clothing boutique, Divas & Dimples, since 2012, which she maintains as a potential opportunity for her daughters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals while supporting municipal and public finance work through affiliated advisory programs.

Patrick Smith is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC, US Tech Solutions, Target, and the University of North Carolina at Charlotte. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Harry Mcnair Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by the Global Investment Committee’s market models.

Nicholas Atkinson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Vanguard since 2017, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. Outside of his advisory role, he serves as Vice President of Product Development for Genick Dealer Solutions, a consulting and auditing firm. 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its digital platform and broad range of customizable investment options.

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.

Dave Edwards Jr. is a financial advisor with Raymond James Financial with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Raymond James Financial Services Advisors Inc. since 2017, following six years at Wells Fargo Advisors. He serves as a successor trustee for Koppenhofer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

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.

Gary Phillips is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and 131 Main. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its scale and digital delivery platform.

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.