Will Hornbeck is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Previously, he worked at Bogart Wealth and has experience outside finance, including a role at Coastal Cravings Steak and Seafood. 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 and offers portfolios primarily composed of Vanguard funds and ETFs.

Brad Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Thrivent and its affiliated entities since 2005. Outside of his advisory role, Brady serves on the board of the Rowan Medical Foundation, which supports community involvement and fundraising for Novant Medical Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services distinct.

Haynes Owen is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 66 and Series 63 licenses and has been employed within Vanguard-affiliated companies since 2021. Prior to his current role, he worked at UNC Charlotte and in parking management. Vanguard Advisers delivers 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 featuring personalized asset allocations and primarily invests in Vanguard funds and ETFs.

Joseph Parsons is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked at The Vanguard Group, Inc. since 2016 and had a brief tenure at BDC Capital Management, Inc. in the same year. 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 investment approach with portfolios composed mainly of Vanguard funds and ETFs, supporting a large client base through its combination of digital platforms and advisor teams.

Karla Hicks is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her background includes roles in healthcare as an attendant care program worker and home healthcare worker prior to joining Vanguard. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Tiara Leggett is a financial advisor with Vanguard Advisers, holding a Series 66 credential and beginning her industry career in 2026. Her prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Liberty University, MKS2 Technologies, and Navy Federal Credit Union. She is also the owner of Tiara DeShay, LLC, an insurance-related business. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by its proprietary glide-path methodology and advanced tax-aware features.

Bryan Raithel is a CFP® with 25 years of experience currently serving at Vanguard Advisers since 2019. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. Raithel also serves as a fiduciary agent and custodian for an immediate family member's investments. Vanguard Advisers provides automated and human-supported investment advice through platforms serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Bridget Sullivan is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. She has been with Vanguard and its affiliated firms since 2026. Prior to her current role, her work history includes various positions across multiple industries, including education and retail. 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 personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Niren Johal is a financial advisor at Vanguard Advisers with Series 65 and Series 63 registrations and two years of industry experience. He has been with Vanguard and its affiliated entities since 2025, following prior roles at Tristate Financial Advisors and East Carolina University. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Joseph Kinson is a CFP® with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Townsquare Interactive, Total Quality Logistics, Novant Health Presbyterian Medical Center, Lenoir-Rhyne University, and United Parcel Service. Vanguard Advisers delivers 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 employs a goal-based, algorithm-driven approach to create personalized asset allocations using mostly Vanguard funds and ETFs, and it manages a high volume of client relationships through its digital platform combined with a large advisory team.

William Lewis III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has worked at The Vanguard Group since 2019, previously spending time at Edward Jones and Andrew Roby Construction. He also holds an insurance license and maintains a limited role as an insurance agent. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using goal-based, algorithm-driven asset allocation primarily through Vanguard funds and ETFs. The firm manages a large client base with a high client-per-advisor ratio, emphasizing digital delivery and customized portfolio options.

Max Miller is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental property in Concord, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large network of financial advisors nationwide.

Sean Seabolt is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 66 and Series 63 licenses and with eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017, following earlier roles in staffing and hospitality. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, incorporating proprietary research and tools to develop customized recommendations.

Korel Mack is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 registrations and 12 years of industry experience. Mack has been with Vanguard Advisers since 2019 and is also employed by The Vanguard Group. Outside of advising, Mack works as a contracted driver for Lyft and DoorDash, and has roles as a transcriptionist and apparel designer for companies including Rev.com, Teespring, and Redbubble. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a range of customization options. The firm serves hundreds of thousands of clients through more than 2,200 advisors, emphasizing digital delivery and portfolio management with Vanguard funds and ETFs.

Nicholas Mercer is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at USAA, Fisher Investments, and the Department of the Navy. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, with a focus on scale and digital delivery.

Robert Glick is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with The Vanguard Group since 2016. 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 create personalized portfolios mainly composed of Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Kendall Meyer is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Vanguard Advisers, he worked at TIAA-CREF Individual & Institutional Services and has experience as a self-employed advisor. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Glen Curtis is a CFP® professional with 15 years of experience, currently serving as an advisor at Vanguard Advisers since 2011. He holds a Series 63 designation and is based in Charlotte, NC. His entire advisory career has been with 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 with portfolios primarily constructed from Vanguard funds and ETFs, supported by a high client-to-advisor ratio through its digital platform and team servicing model.

Erik Rouault is a financial advisor at Vanguard Advisers in Charlotte, NC, with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Banker's Life and positions associated with Liberty University. 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 digital delivery with a large advisory team serving hundreds of thousands of clients.

Thomas Petersen is a financial advisor at Wells Fargo Advisors in Charlotte, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Wells Fargo Clearing for ten years before joining his current firm in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services covering areas such as retirement, education, risk, and wealth-transfer planning, using proprietary research and planning tools to develop tailored recommendations.