Bryce Edwards is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2022. Prior to entering the financial industry, he worked in education with Charlotte-Mecklenburg Schools and attended the University of North Carolina at Chapel Hill. 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 to construct personalized portfolios primarily from Vanguard funds and ETFs, combining scale with digital delivery and a range of customization options.

Isaac Acosta Montenegro is a CFP® professional with 12 years of industry experience currently affiliated with Vanguard Advisers. He has held roles across multiple sectors including real estate sales and home remodeling, with ownership positions at Pivot Remodeling LLC and Finway Insurance Agency, LLC. In real estate, he works as an agent assisting with residential property transactions in Charlotte, NC. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and is notable for its scale and digital delivery model managing hundreds of thousands of client relationships.

William Edmiston is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials. He has been with Merrill and Bank of America since 2026. Prior to that, he gained experience at firms including DYSIS, Wells Fargo Clearing Services, Dexian, and Fenix Internation, as well as academic roles at UNCC and Gardner Webb. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and supports a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Meredith Richardson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Merrill and Fidelity Investments. Outside of finance, she has experience in hospitality and service roles, including positions at Taylor's Heat and Air LLC and Blue Reef / Let's Sail. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions, relying on research and analytics from the Wells Fargo Investment Institute and third-party sources.

Todd Clarke is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Broadridge Financial Solutions and Apex Systems, as well as positions at several universities. Vanguard Advisers offers 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 approach using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Stephen Head is a CFP® with 19 years of industry experience currently serving at Vanguard Advisers since 2019. He has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. 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 to construct diversified portfolios primarily from Vanguard funds and ETFs.

Bryan Brown is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Merrill Lynch and PNC and has held various roles outside of finance, including positions at Sherwin Williams and Florida Atlantic University. 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, with a focus on digital delivery and tax-aware strategies.

Edward Dingess is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at TIAA-CREF and Maverick Transportation. He maintains an insurance license in Concord, NC. 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 with portfolios largely constructed from Vanguard funds and ETFs, supported by a large team of advisors and a digital platform.

William Dana II is a financial advisor with Edward Jones in Mooresville, NC, holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at LPL Financial, Infinite Wealth Advisors LLC, W&S Brokerage Services, and Western & Southern Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Corrina Halter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at JP Morgan Chase and Equitable Advisors. Outside of her advisory work, she serves as an estate executor in an investment-related capacity. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital platform combined with advisor support.

Mitchell Dee is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Vanguard Advisers since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to and during his current tenure. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing both automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to construct diversified, customizable portfolios.

Simon Abegg is a CFP®-designated financial advisor at Vanguard Advisers with three years of industry experience. Prior to joining Vanguard, he held roles at WR Wealth Planning, NewEdge Advisors, and LPL Financial. Outside of his advisory work, he serves as a Brand Ambassador for Wine on Ward, LLC, where he promotes wine, beer, and spirits. 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 that incorporates proprietary modeling and a range of customization options.

Nathan Miller is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Edward Jones and Western & Southern Brokerage Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Sarah Cerulo is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors. Outside of her advisory role, she serves as a co-trustee for investment-related trusts for her children. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Corey Rodahl is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 registrations and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously held positions at US Bank and Fraser LTD. 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 roughly $671 billion in assets with more than 14,000 advisors and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Patrick Brown is a Series 66-licensed advisor with Merrill, based in Pennington, NJ. He joined Merrill in 2025 and has prior experience at firms including Jensen Hughes, Glazing Concepts, and Mountain Lake Pool and Patio. Brown also attended Elon University from 2021 to 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm is integrated within Bank of America's broader platform, providing access to a wide array of financial products and services.

Lucas Rhoy is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, KeyBank, Mosley Financial Group, and NY Life Securities. He also has experience working at the University of Southern Maine and Portsmouth Naval Shipyard. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Conosha Williams is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard since 2016, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-to-advisor ratio due to its digital platform and team servicing model.

Jackson Graham IV is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. He has worked at various Vanguard entities since 2022 and has prior experience in retail and education sectors. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven investment approach that incorporates Vanguard funds, ETFs, and customizable portfolio features.