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.

Neeharika Kadiri is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Her prior roles include positions at DiSys and The Market Share Group. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics, serving clients through a large network of more than 14,000 financial advisors.

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.

Michael Tygielski is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation and has prior work experience at DYSIS and in various roles outside the financial industry, including at Dave's Hot Chicken and the University of North Carolina at Charlotte. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

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.

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.

Michael Reidy is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. He has been with Vanguard Advisers since 2019 and has worked within The Vanguard Group and Vanguard Marketing Corporation since 2017. Prior to joining Vanguard, he spent 16 years at the Cumberland County Sheriff's Office. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios mainly using Vanguard funds and ETFs, with a focus on scale and digital delivery.

Bryce Jackson is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Great Wolf Lodge and Harris Teeter. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Chelsea Carpenter is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles at Equipped to Prosper, LLC, Cambridge Investment Research, Inc., and Delta Defense. Outside of her advisory work, she has experience with family-related activities and education roles. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Christopher Berardi is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial and The Vanguard Group. Outside of his advisory work, he was involved with Habitat Charlotte Region for four years. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios largely constructed from Vanguard funds and ETFs.