Matthew Hepner is a financial advisor with Vanguard Advisers, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Vanguard Advisers since 2021 and previously worked at Bird from 2018 to 2020. Hepner is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 and offers portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a digital delivery and team servicing model.

Tanner Trites is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and Walker and Associates with Ameriprise Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning.

Matthew Pritchard is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has been with Vanguard and its affiliates since 2026 and has prior experience in retail and self-employment roles. 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 to set personalized asset allocations and manages portfolios largely composed of Vanguard funds and ETFs.

Henry Ighile is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and four years of industry experience. Outside of his advisory role, he is involved as a sales agent with Genesis Auto Broker, LLC, an auto brokerage firm. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, employing proprietary methodologies to personalize asset allocations using predominantly Vanguard funds and ETFs.

Julian Busby is a financial advisor at Vanguard Advisers with 25 years of industry experience. He holds the Series 66 designation and has worked previously at United Planners' Financial Services and Carolina Financial Partners. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations and primarily invests through Vanguard funds and ETFs.

Samnang Huot is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to that, he worked at Best Buy from 2012 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Pierre is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at LPL Enterprise Holdings, Prudential Insurance Company of America, and Raymond James & Associates. 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 investment approach, utilizing proprietary models and mainly Vanguard funds and ETFs to construct portfolios with various customization options.

Tucker Schiavoni is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations. He has less than one year of industry experience and previously attended Roanoke College. 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 offers both brokerage and advisory solutions.

Devin O'Leary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, he worked at Amazon.com, Inc. and held positions at the University of North Carolina at Charlotte and Kontoor Brands, Inc. He is also involved with Digital Intelligence Systems LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Nicholas Zeiser is a CFP® professional with nine years of industry experience, currently advising at Vanguard Advisers since 2017. Prior to joining Vanguard, he worked for Camp Gladiator, Inc. from 2016 to 2017. He is based in Charlotte, NC. Vanguard Advisers offers 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 methodologies and primarily constructs portfolios from Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

Brian Smith is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Vanguard Advisers in Charlotte, NC. His prior roles include positions at Ameriprise Financial Services, Smith & Associates, and Wythe County Public Schools. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a mix of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs and manages a large client base supported by over 2,200 advisors.

Jonathon Lynn is a CFP® with 23 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has held roles at The Vanguard Group and Vanguard Marketing Corporation since 2011. Outside of his advisory work, he is the owner of Chicken Dude, LLC, a real estate business. Vanguard Advisers offers both 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.

Shanaya Davis is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Vanguard since 2010 and was previously with Keller Williams Realty from 2013 to 2017. Outside of her advisory role, she is engaged in a sales position unrelated to investment activities. 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 create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Kyle Mazei is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Equitable Advisors and Conway National Bank, as well as involvement with organizations such as Gamecock Moving LLC and The Ripken Experience Myrtle Beach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Helida Bulding is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, following a 13-year tenure at HSBC Bank USA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jonathan Wormley is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has worked within various Vanguard entities since 2012, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large scale of client relationships through a combination of digital delivery and advisor support.

Alexandria Atkins is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Her prior work history includes roles at Charter Communications, Enterprise, and Chillis. 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 sources.

Jason Brown is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at Equitable Distributors, LLC, AXA Distributors, LLC, Axa Advisors LLC, and Capital Guardian, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Terrell Hegge is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing Services LLC and Digital Intelligence Systems LLC since 2021. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Kristi Armstead is a financial advisor at Vanguard Advisers with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard entities since 2014. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.