Sean Martin is a financial advisor at Edward Jones in Charlotte, NC, holding CFP® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,100 branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Anthony De La Cruz is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, Key Bank, and several other firms. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Matthew Moore is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with The Vanguard Group since 2005. 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 to construct personalized portfolios primarily from Vanguard funds and ETFs, leveraging scale and digital delivery to serve hundreds of thousands of clients through more than 2,200 advisors.

Flint Chandler is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has nine years of industry experience. His prior experience includes roles at AIG Retirement Services, Bank of America, Merrill, and a long tenure at USA Business Brokers. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily with Vanguard funds and ETFs, offering various customization options and tax-aware features.

Brenden Gilliam is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He holds the Series 63 designation and is based in Charlotte, NC. His entire career has been with The Vanguard Group, Inc. Vanguard Advisers offers 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 with portfolios primarily composed of Vanguard funds and ETFs, and it manages a large number of client relationships through its digital platform and team servicing model.

Glenn Smith is a financial advisor at Vanguard Advisers with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2004. Vanguard Advisers offers 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 portfolio construction, primarily utilizing Vanguard funds and ETFs, and serves a large client base through its digital platform and team servicing model.

Ben Hollis is an Investment Consultant at Fidelity Investments, where he assists clients in designing and executing financial plans aimed at helping them achieve their goals. He has been with Fidelity Investments since 2021, progressing through roles from Customer Relationship Advocate to Investment Solutions I, and currently holding the position of Investment Solutions II from 2023 to 2026. Ben's professional experience at Fidelity Investments encompasses client relationship management and investment consulting, providing him with a comprehensive understanding of financial planning and investment solutions. His work focuses on aligning client objectives with appropriate financial strategies. No information about Ben's education, credentials, personal interests, or community involvement has been provided.

Cameron Hopkins Harrington is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Vanguard, he worked at CitiGroup and Fidelity Investments. Vanguard Advisers provides both 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 portfolio construction, emphasizing Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

Max Bukovec is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and possessing two years of industry experience. He has worked at various Vanguard entities since 2021 and has prior experience in mortgage lending and retail. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios largely from Vanguard funds and ETFs with options for tax-aware strategies and customization.

Taylor Kotevski is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Prior to joining Vanguard in 2023, Taylor worked at Merrill for six years. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs and offering a range of customization options.

Nathan Amann is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Vanguard Advisers and affiliated Vanguard entities since 2017, including time at Edward Jones and Allen & Company of Florida prior to that. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Daniel Keefe is a CFP® professional at Vanguard Advisers with 13 years of industry experience. He has worked at Vanguard and its related entities since 2020, following prior roles at LPL Financial and Columbia Management Investment Distributors Inc. 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 employs a goal-based, algorithm-driven approach to asset allocation, utilizing Vanguard funds and ETFs across personalized portfolios.

Stephen Hutter is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. His previous roles include positions at Blue Financial, LPL Financial, Cetera Investment Advisers, AXA Equitable, Santander Bank, and Voya Financial Advisors. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that employs Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Daniel Haller is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Edward Jones since 2011, working in their Charlotte, NC office. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Zachary Bagley is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Vanguard and The Vanguard Group since 2023. Prior to his advisory career, he was involved in roles at the University of Wisconsin system and operated a lawncare business. Vanguard Advisers provides 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 construct portfolios primarily from Vanguard funds and ETFs, offering tax-aware and customizable investment options.

Jonathan Johnston is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Duke Energy for 38 years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Gabriela Hess is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Vanguard Advisers since 2018 and has prior experience at Plexus Worldwide. Aside from her advisory role, she is also involved in managing rental property investments. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm manages a large client base through a combination of digital platforms and advisory teams, primarily using Vanguard funds and ETFs in its portfolios.

Derek Bostian is a CFP® professional with 10 years of industry experience, currently with Vanguard Advisers in Charlotte, NC. His prior roles include positions at AE Wealth Management, Advisory Alpha, and Two Waters Wealth Management. Vanguard Advisers offers 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 set personalized asset allocations across various savings goals.

Oliver Bernhardt is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. He is the owner of Bullish Graphics, a graphic design business based in Charlotte. Prior to joining Vanguard, Bernhardt held roles at the University of North Carolina at Charlotte, Central Piedmont Community College, Noble Food and Pursuits, and Elon University. 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 using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization and tax-aware features.

Andrew Wood Jr. is a CFP® professional with 39 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Capital Guardian Wealth Management, and Mutual Service Corporation. Outside of advising, he maintains a role in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.