Patrick Casey is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, NA, and Robinhood Markets. Outside of his advisory role, Casey is involved in property management through ownership of LSC Property Management, LLC. Vanguard Advisers offers 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 that uses proprietary models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs.

Joseph Haney is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has been active in the industry since 2024, with prior experience at Thompson Wealth Group and roles at Davidson College and Southlake Christian Academy. Haney is also involved with Thompson Wealth Group as a non-investment related advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of implementation options and supporting clients through advisory and institutional consulting services.

Bryan Labadia is a Certified Financial Planner® with 15 years of industry experience, currently serving at Vanguard Advisers. His career includes roles at The Vanguard Group and TIAA, and he has entrepreneurial experience through Labadia Enterprises LLC and Legacy Moto Apparel. Vanguard Advisers provides goal-based, algorithm-driven investment advice to retail investors and retirement plan participants, combining automated digital platforms with human support. The firm manages a large client base using proprietary models and a broad range of Vanguard funds and ETFs.

Robert Weimer II is a CFA® charterholder with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously spent a decade at THE Vanguard Group, Inc. in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nick Delvecchio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with The Vanguard Group since 2012. 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 approach to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Kelli Green is a financial advisor with Vanguard Advisers, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. She has been with THE Vanguard Group, Inc. since 2004 and previously worked at Windyrush Country Club from 2019 to 2022. 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 approach to portfolio construction, leveraging Vanguard funds and ETFs with tax-aware features and customization options.

Mandy Barton is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has been with Merrill since 2015. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to provide access to a broad set of products and services.

Edward Busch is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Vanguard in 2025, he worked at Equitable Advisors, New South Wealth Management, Cambridge Investment Research, Tata Consultancy Services, and Prudential. 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 using proprietary models to deliver personalized asset allocations and offers a wide range of customization options through predominantly Vanguard funds and ETFs.

Jennifer Sims is a financial advisor with Vanguard Advisers who holds Series 66 and Series 63 licenses and has nine years of industry experience. Her work history includes roles at Walmart, Food Lion, and self-employment periods before joining Vanguard Advisers. She is also affiliated with Vanguard Marketing Corporation and The Vanguard Group. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through digital and personal advisory services. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering customization options and managing a large scale of client relationships through its digital platform.

Ian Flores is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TIAA-CREF Individual & Institutional Services and TLEAF Gallery, an art-related business. 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 constructed mainly from Vanguard funds and ETFs.

Nicholas Thomas is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, the Cleveland Clinic - Akron General, and Robert Morris University. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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 using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Michael Barbero is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with PFS Investments, Inc. since 2011 and has also been associated with Primerica Financial Services since 1992. In addition to his advisory role, he receives non-investment related compensation through referrals for home security and automation products as well as loan products from affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Jazlynn Torres is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2018. Her prior work includes roles at Waterbean Coffee, Hantzmon Wiebel LLP, Lowe's Home Improvement, and Aramark at James Madison. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participant clients in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships through a combination of digital platforms and advisory teams.

Shameka Roberts is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds the Series 66 designation and has worked at Vanguard since 2021, following prior roles at Wells Fargo and Edward Jones. Outside of her advisory role, she is a managing partner of FCF Logistics LLC, a freight transportation business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Justin Jones is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of advisors and fosters an environment conducive to their professional success. Prior to his current role, he gained experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2020 to 2025. His career in financial services began with roles at Charles Schwab, Edward Jones, and State Farm between 2016 and 2020. Throughout his career, Justin has developed expertise in financial consulting and investment advisory services. His progression through various positions within the industry reflects a broad understanding of financial planning and client service. Outside of his professional life, Justin enjoys camping, hiking, outdoor adventures, and traveling. He also values family activities and parenthood.

Valerie Rattigan is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her background includes roles at TIAA and Allstate Insurance Company, along with experience in real estate through contracting with Berkshire Hathaway HomeServices Elite Properties. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

David Tatich is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2000. Based in Charlotte, NC, Tatich holds Series 63 and Series 65 licenses. Vanguard Advisers offers 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, primarily constructing portfolios from Vanguard funds and ETFs, with customizable options including ESG and tax-aware features.

Cindy Schwamberger is a Series 66-licensed financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2009, aside from a brief period in 2017 when she was unemployed. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and investment research.

Russell Winchester is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. His prior roles include positions at Ascensus Broker Dealer Services LLC, Newport Group, Inc., Transamerica Capital, Inc., and LPL Financial. Outside of his advisory career, he has been involved with the USA Track and Field Association (USATF) since 2021. 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’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to create personalized asset allocations.

Robert Mc Racken is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors LLC and Townebank. Vanguard Advisers offers both 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 employs a goal-based, algorithm-driven investment approach primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory teams.