Jason Lindley is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers since 2015. He has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2010. 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 employs a goal-based, algorithm-driven investment approach and manages a large client base using a combination of proprietary modeling and Vanguard fund products.

Danny Rodriguez is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and has connections to Primerica Financial Services dating back to 2006. Rodriguez is the owner of AIKI Associates LLC, an investment-related business operating in Charlotte, NC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies created by unaffiliated asset managers.

Tamala Harris is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Vanguard since 2013 and also owns Mastering Your Inner Self LLC, where she provides life coaching. Prior to that, she spent seven years with Dream Building Coaching. Vanguard Advisers offers 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 investment approach with portfolios constructed largely from Vanguard funds and ETFs, emphasizing scalable digital delivery and a range of customization options.

Anna Greer is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Vanguard Advisers since 2020 and has also been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery.

Vincent Princiotta III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Vanguard Advisers since 2019 and has worked within various Vanguard entities since 2018. Vanguard Advisers delivers automated and human-supported investment advice through digital platforms and personal advisory services, focusing primarily on 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, offering features such as tax-aware strategies and customization options.

Ryan Shoaf is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2020. His prior experience includes roles at TIAA-CREF and Axa Advisors. He also acts as a trustee for a family irrevocable trust. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Jay Malick is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His background includes over two decades at Bank of America and Merrill, and he has engaged as an author and lecturer since 2021. He also holds a current affiliation with Costco. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved tools and provides a range of event-driven planning programs.

Julia Ferrintino is a financial advisor at Vanguard Advisers with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Vanguard-affiliated firms since 2010, including Vanguard Marketing Corporation and THE Vanguard Group, Inc. She is based in Charlotte, NC. Vanguard Advisers provides investment advice through both automated and human-supported services to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, and serves a large client base with its digital delivery platform.

Scott Marker is a CFP® with 20 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked at The Vanguard Group since 2006 and is also involved in sports coaching as a basketball coach at Gold Hill Middle School. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services, serving 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, and it manages one of the largest client bases with a combination of digital platforms and advisor teams.

William Morgan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has been with The Vanguard Group since 2021 and previously worked at Resolute Capital, TruNorth Advisors, Edward Jones, and other firms. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs alongside tax-aware and customization features.

Michael Jones is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Morgan Stanley and E*Trade Securities LLC. 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, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Diane Hansen is a CFP® with 16 years of industry experience currently serving at Vanguard Advisers since 2014. She has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2010. Outside of her advisory role, she acts as an authorized agent for investment-related matters on behalf of her two sons. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with proprietary methodologies and mostly Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

Carolyn Keyes is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has been with The Vanguard Group since 2022 and previously worked in various roles including at Purdue University and Distinctive Rental Properties. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Stephen Kidd is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 12 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

Daniel Johnson is a CFP®-designated financial advisor with Vanguard Advisers, bringing 13 years of industry experience. He has worked with Vanguard since 2017 and previously spent three years at Ronald Blue & Company. Outside of his advisory role, Johnson works as a wellness coach and contributes as a writer for Medium.com. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Samuel Donathan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Vanguard Advisers, he worked at Wells Fargo Bank and has experience as a self-employed professional. His background also includes roles at various companies such as Aramark and Lionbridge Global Sourcing Solutions. 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 utilizing Vanguard funds and ETFs, with a focus on digital delivery and scale through its platform serving hundreds of thousands of client relationships.

Richard Jones is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and previously worked at Valor Private Wealth, LLC and LPL Financial LLC. His prior roles also include positions outside the financial industry, such as at Husson University and McDonald’s. 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 with portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of advisors serving hundreds of thousands of clients.

Shane Hopper is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard and its affiliates since 2011. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving 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.

Phillip Quinn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes positions at Wells Fargo Clearing Services, Pacific Western Bank, and Northwestern Mutual. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with customizable features.