Eric Larose is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also has a background working at Publix Supermarkets since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a notably broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Luke Marlovits is a financial advisor at Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has recently begun his career in the financial industry. His prior work experience includes roles at Equitable Advisors and Surfs Up Acai Bowls. 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 through more than 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

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.

Donald Osborne is a financial advisor with Raymond James Financial in Salisbury, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and has also worked with Alan F. Burke, CPA, PA during his career. Outside of advising, Osborne is involved as a partner in a tax preparation business and holds a power of attorney role for family investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling, and supports a broad advisor network with specialized municipal and public finance capabilities.

Mandy Barton is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2015. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Davidson Carroll is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked briefly at Equitable Advisors and has held various positions in the food service and retail industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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 at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles including positions at Walmart, Food Lion, and as a self-employed professional. She is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs.

Christopher Hord is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and having eight years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance, and The Vanguard Group. 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 both brokerage and advisory solutions with a focus on research-driven investment selection and a broad range of financial products through affiliated entities.

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 with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has been with Vanguard since 2020, including roles at Vanguard Marketing Corporation and The Vanguard Group, and previously worked at Edward Jones and Cleveland Clinic - Akron General. 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 constructed largely from Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a large advisory team.

Michael Barbero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at PFS Investments, Inc. since 2011 and has been associated with Primerica Financial Services since 1992. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through established partners.

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 James Madison University. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering tax-aware features and customization options.

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.

Kate Krauser is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining the firm, she held roles at DYSIS, Oglethorpe University, NEPC, and others. Outside of her advisory work, she has been involved as a babysitter for Bambino Technologies, Inc. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Ralph Himpel is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2006, with a brief tenure at TIAA-CREF in 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Ryan Likowski is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative and algorithmic methods to construct model portfolios, and it serves a variety of clients through discretionary and non-discretionary advisory services.