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.

Jonee Powell is a financial advisor at Fidelity with 14 years of industry experience. Her prior roles include positions at Independent Financial Group and First Allied Securities. Outside of her advisory work, she also works as an independent contractor driving for Uber in Kannapolis, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while managing conflicts of interest.

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. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at CitiGroup and Fidelity Investments. 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 approach with portfolios largely composed of Vanguard funds and ETFs, combining scale with a digital delivery 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.

Benton Pruitt is a financial advisor with Cetera in Davidson, NC, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Deloitte Consulting LLP and several asset management firms. He is a partner and LLC member at DBK Ventures LLC, where he advises on property management and real estate decisions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad network of affiliated and unaffiliated money managers through various program structures.

Roderick Barnes is a financial advisor with Ameriprise in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Barnes serves on the board of the Gilead Commons Owners Association and is a member of the Lake Norman Advisory Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Nicholas Royster is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 designations and approximately two years of industry experience. His prior roles include positions at Auerbach Grayson & Company, LLC and RDR Insurance Services, Inc., along with experience at educational institutions such as Phillips Academy and Ardrey Kell High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Michael Fink is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Bank of America, The Vanguard Group, and several mortgage and insurance companies. Outside of finance, he was involved with Deanos Patios, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

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.

Larry Rhabb Jr. is a financial advisor at Merrill based in Charlotte, NC. He holds a Series 66 designation and has been with Merrill since 2026. Prior to joining Merrill, he held various roles in industries including fitness, education, and plumbing. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.