Courtney Griffin is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Vanguard Advisers, she worked at The Vanguard Group, Vanguard Marketing Corporation, and has experience in retail and catering sectors as well as university administration. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and a team servicing model.

Laura Grasso is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she holds a real estate license. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kari Sirianni is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Kari worked in public education for nearly two decades. She is also involved in managing an advisory business through L&J Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic support to deliver tailored, non-discretionary recommendations through a centralized consulting team.

China Leonard is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple Vanguard entities as well as AllState since 2008. Outside of financial services, Leonard is involved with Virtuous Lee Alterations, a business she has been part of since 2008. Vanguard Advisers offers automated and human-supported investment advice through 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 approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs, with various tax-aware and customization features.

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 at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James Financial Services Advisors, Inc. since 2009. He also leads Archer Wealth Group, a support company with limited monthly involvement. 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 emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

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.

Patrick Smith is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Us Tech Solutions, Target, and the University of North Carolina at Charlotte. 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.

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 at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2017. Prior to that, he served as Vice President of Product Development at Genick Dealer Solutions, a consulting and auditing firm. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach using proprietary models and offers a wide range of customizable portfolios mainly composed of Vanguard funds and ETFs.

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 Services Advisors Inc. in Cornelius, NC, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Advisors LLC from 2011 to 2017. He serves as a successor trustee for Koppenhofer. 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 offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and a broad range of implementation options.

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.