Steven Reich is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience with Avantax Investment Services Inc. and Independent Tax & Financial Planners, PC. Outside of finance, Reich has been involved with the LSAA Basketball Association. 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 portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery with a team servicing model to manage a large client base efficiently.

Curtis Ackerly is a CFP® with eight years of industry experience, currently serving as an advisor at Vanguard Advisers since 2017. Prior to joining Vanguard, he held positions at Ruby Tuesday, the University of South Carolina, and the Moore School of Business. Curtis is also involved as an agent for a family business outside of his advisory role. 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 investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Blake Mathews is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Deutsche Bank and the University of Georgia before joining Vanguard. 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 with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisory teams.

Michael Lewis is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with The Vanguard Group since 2007. Outside of his advisory role, he is the owner of HTM Development, LLC. 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 uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large advisor team and advanced digital platform.

Matthias Black is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has been with Vanguard and its affiliates since 2025. Prior to joining Vanguard, he worked in various roles across multiple industries, including media, retail, and education. 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 construct personalized portfolios largely comprised of Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.

Patrick Duffy is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include nearly a decade at Eaton Vance Distributors, Inc., as well as positions at TIAA, Pensionmark Financial Group, Acrisure Investment Advisory, and ADP. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives, utilizing both proprietary and third-party investment models and services.

David Monteith Jr. is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at The Vanguard Group, Inc. since 2007, including his current role since 2025. 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 methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

Michael Crutchfield is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include nearly a decade at TIAA and a year at CUSO Financial Services. He maintains licenses in life, accident, health insurance, and annuities. 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 constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team service model.

Selena Abraham is a financial advisor at Vanguard Advisers with 27 years of industry experience. She has been with The Vanguard Group, Inc. since 1998. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach, offering portfolios primarily constructed from Vanguard funds and ETFs with various customization options.

Robert Kidd III is a CFP® professional with 13 years of industry experience, currently working at Vanguard Advisers. His prior work history includes roles at TIAA-CREF, UBS Financial Services, E*TRADE Securities, Wells Fargo Clearing, and Fidelity Brokerage Services. 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 using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor support.

Nathan Campbell is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Vanguard-related entities since 2019. Outside of his advisory work, he has operated as a contract driver for ride-sharing services. 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 investment approach utilizing proprietary methodologies and primarily constructs portfolios with Vanguard funds and ETFs.

Pierre Marquina is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 registrations and three years of industry experience. Before joining Vanguard Advisers in 2025, he was self-employed and owned a tattooing business. He has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2022. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach primarily composed of Vanguard funds and ETFs. The firm manages a large client base with over 2,200 advisors, combining digital delivery with team servicing.

Stephanie Bailey is a financial advisor with LPL Financial holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL in 2025, she worked at Next Financial Group Inc for 19 years and FFP Advisory Services Inc for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, including third-party asset management and institutional platforms.

Michael Roeder is a Series 66-registered financial advisor with Vanguard Advisers based in Charlotte, NC. He has been with Vanguard and its affiliated entities since 2026 and previously worked in roles at Sphera Solutions Inc and Environmental Resources Management. 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 portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options and tax-efficient features.

John Jacobsen is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has held roles at Principal Financial Services and The Biz of Athletes. Outside of his advisory work, Jacobsen operates @NFLscout on Instagram, where he posts football scouting and fantasy football content, and serves as a director of player evaluation, providing scouting reports and recruiting advice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, managed account strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

April Martin is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Her career includes a period of extended travel and time as a homemaker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

James Poteet is a CFP® professional with 19 years of industry experience, currently serving at Vanguard Advisers since 2025. He has been associated with The Vanguard Group and its marketing division since 2014. He holds a fiduciary trustee role for a family investment trust. Vanguard Advisers offers a combination of 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 constructs portfolios primarily from Vanguard funds and ETFs.

Nicholas Baker is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various Vanguard entities since 2020. His prior work experience includes roles at OneMain Financial, Winthrop University, Lowe's, and East Coast Pyrotechnics. Vanguard Advisers provides automated and human-supported investment advice through 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, using proprietary models to personalize asset allocations and offering portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Erica Hamilton is a CFP® with 21 years of industry experience, currently serving at Vanguard Advisers since 2012. She has been affiliated with The Vanguard Group and its related entities since 2004. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with personalized asset allocations primarily using Vanguard funds and ETFs.

William Harvey III is a CFP®-certified financial advisor with Vanguard Advisers, based in Charlotte, NC, and has 29 years of industry experience. He has been with The Vanguard Group since 1995 and previously worked at Myers Park Country Club for five years. Harvey also serves as a trustee for family member trusts. 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 investment approach with portfolios constructed primarily from Vanguard funds and ETFs, offering a combination of digital delivery and advisor support.