Kathryn Burgett is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with Vanguard and its affiliates since 2014, including roles at Vanguard Marketing Corporation. Kathryn also has experience with Sanara Travels. Vanguard Advisers provides both automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm offers goal-based, algorithm-driven portfolio management using Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery model.

Nathaniel Berning is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 registrations with five years of experience at Vanguard affiliates and prior roles in education and retail. His background includes positions at The Vanguard Group, Vanguard Marketing Corporation, Kroger, and the University of Lynchburg. 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 create personalized asset allocations primarily composed of Vanguard funds and ETFs, supported by a large digital platform with over 2,200 advisors.

Stephen Smith is a financial advisor with Wells Fargo Clearing in Concord, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2001. Outside of his financial advisory role, Smith serves as an umpire for local recreational baseball leagues. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Durnan is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Brian Davis is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. He has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2012. Based in Charlotte, NC, Davis holds the Series 63 designation in addition to his CFP® credential. Vanguard Advisers offers both automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, providing various customization options and tax-aware features.

Raif Todd is a financial advisor with Edward Jones in Salisbury, NC, holding Series 63 and Series 66 designations and having 30 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-president of a family rental property business in Monterey, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Michael Dalton is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Vanguard Advisers since 2021 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory role, he has work history that includes positions at Elon University and involvement with Metro Landmarks LLC and Carmel Country Club. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily consisting of Vanguard funds and ETFs, and it serves a large client base through a combination of digital platforms and advisor support.

Robert Chester is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include seven years at Allstate Financial Advisors, LLC and over a decade operating The Chester Agency. Outside of his advisory work, he serves as an insurance broker for Sentinel Health Solutions Inc., focusing on health and Medicare. 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 uses detailed client data and analytical tools to deliver written recommendations within annual planning engagements, offering a range of event-driven and specialized planning programs.

Peter Campbell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Senior Solutions. He is also involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lauren Ingram is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. She previously worked at Wells Fargo Securities, LLC and Wells Fargo Advisors LLC from 2012 to 2025 before joining Vanguard in 2026. 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 to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Stephanie Houghton is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, she worked at Kidd Financial Investments with Ameriprise Financial and has experience in education and the wine industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

De Wayne Venzen is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves in the U.S. Army Reserve and is also involved in music. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Christopher Davis Slade is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds a Series 63 license and operates out of Charlotte, NC. His entire recorded career has been with The Vanguard Group, Inc. Vanguard Advisers offers automated and human-supported investment advice through its 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 to portfolio construction, utilizing Vanguard funds and ETFs, with tax-aware features and customization options.

James Wilson Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he has held various roles including positions at Snap One and multiple country clubs. Outside of his advisory work, Wilson contracts as a soccer official for adult, youth, and collegiate games. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Andrew Ordemann is a CFP® professional with 20 years of experience in the financial industry, currently with Vanguard Advisers. He has worked at The Vanguard Group since 2006 and has prior experience in real estate investment and brokerage. He is also licensed as a real estate agent, contracting with Coldwell Banker in a part-time capacity. Vanguard Advisers offers automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Christopher Bice is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at SagePoint Financial, OSAIC, UBS Financial Services, and other firms. Outside of his advisory work, he serves as a head coach for middle school sports. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Samuel Bruns is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with The Vanguard Group and its affiliate Vanguard Marketing Corporation since 2016. Vanguard Advisers provides investment advice through both digital and human-supported services to retail investors and participants in employer-sponsored retirement plans. The firm emphasizes a goal-based, algorithm-driven approach utilizing proprietary models to personalize asset allocations, primarily using Vanguard funds and ETFs.

Matthew Czerw is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has been with The Vanguard Group since 2022, with prior roles at DoorDash, Instacart, Chubb, Northwestern Mutual, and the University of South Carolina. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, managing a large digital platform with over 2,200 advisors.

Michael Pappas is a financial advisor at Charles Schwab with five years of industry experience. He previously worked at Vanguard Advisers and affiliated Vanguard entities for five years. Outside of his advisory roles, he was involved with At The Neck Apparel from 2020 to 2023. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and offers a centralized operational structure.

Gregory Adams is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2013. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. Adams is a member of the Finance Committee for Holy Angels in Belmont, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven asset allocation with a portfolio construction focused on Vanguard funds and ETFs, delivering services at large scale through a digital platform and a team advisory model.