Simon Abegg is a financial advisor with Vanguard Advisers, holding the CFP® designation along with Series 65 and Series 66 licenses, and has three years of industry experience. His prior roles include positions at WR Wealth Planning, NewEdge Advisors, and LPL Financial. Outside of his advisory work, he serves as a Brand Ambassador for Wine on Ward, LLC, promoting wine, beer, and spirits products. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary methodologies and primarily Vanguard funds and ETFs. The firm is notable for its scale and digital delivery model, managing hundreds of thousands of client relationships through a combination of automated platforms and a large advisory team.

Nathan Miller is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Edward Jones and Western & Southern Brokerage Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Lalor is a Series 66-licensed financial advisor with Merrill, based in Denver, NC, and has 14 years of industry experience. He has worked at both Merrill and Bank of America since 2012. Lalor also serves as a Captain in the United States Marine Corps Reserve. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

William Bracken is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including over 10 years with Cambridge and more than three decades operating Bracken Financial, Inc., where he is also an independent insurance agent selling fixed annuity and long-term care products. Cambridge Investment Research Advisors serves a wide range of clients such as individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using various portfolio management strategies and platform arrangements tailored to client objectives.

Madison Turner is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Madison was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Conosha Williams is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard since 2016, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-to-advisor ratio due to its digital platform and team servicing model.

Jackson Graham IV is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 designations and has worked in various roles within The Vanguard Group and its affiliates since 2022. 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 approach to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through its digital delivery platform and extensive advisor team.

Austin Rogers is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses. He has three years of industry experience and has worked at various Vanguard entities since 2022. Prior to his advisory role, he was involved in massage therapy-related businesses and education from 2016 to 2022. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large advisor team and a digital delivery platform.

Joseph Gardner is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds Series 66 and Series 63 certifications and has worked at various Vanguard entities since 2022. Outside of financial services, he has experience working with nonprofit and accounting firms earlier in his career. Vanguard Advisers provides 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 investment approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering a range of customization and tax-aware portfolio features.

Jonathan Friend is a CFP® professional with 21 years of experience in the financial advisory industry. He has worked at The Vanguard Group, Inc. since 2004, including his current role with Vanguard Advisers since 2019. Prior to that, he was employed at Four Peaks Brokerage from 2017 to 2023. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach, managing portfolios primarily with Vanguard funds and ETFs and offering a range of customization options.

Cole Eldridge is an advisor at Vanguard Advisers with a Series 66 designation and has been in the industry for less than one year. Prior to joining Vanguard Advisers, his work background includes roles at The Vanguard Group, Consolidated Planning, Dicks Sporting Goods, and various educational institutions. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to portfolio construction, utilizing Vanguard funds and ETFs with features such as tax-aware strategies and customization options.

Marina Smith is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and three years of industry experience. She has worked at The Vanguard Group since 2022. 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 asset allocation, primarily investing in Vanguard funds and ETFs, and manages a large client base through its digital delivery platform.

Thomas Hallmark is a CFP® with 24 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2015. He has been with The Vanguard Group and its related entities since 2003. Outside of his advisory role, Hallmark is the owner of Prismatic Property Group, LLC, where he acts as a landlord. 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 and manages portfolios primarily using Vanguard funds and ETFs with features such as tax-aware strategies and customizable investment options.

Garrison Stewart is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with DigitalIntelligence Systems LLC and Wells Fargo Clearing Services LLC. Stewart’s background also includes roles in education and other industries prior to joining Vanguard. 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 featuring proprietary methodologies and a focus on Vanguard funds and ETFs.

Robert Van Lanen Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Vanguard entities since 2017 in various roles, including Vanguard Advisers and Vanguard Marketing Corporation. Prior to that, he worked at Carmel Country Club for two years. 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 investment approach, primarily using Vanguard funds and ETFs, and manages a large client base through its digital delivery and extensive advisor team.

Garth Stefan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Vanguard in 2021, he worked at T. Rowe Price from 2015 to 2021. Outside of his advisory role, he is involved in tutoring through his own business, Stefan Solutions LLC, and as a contractor with Varsity Tutors and Wyzant. 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, primarily using Vanguard funds and ETFs, and delivers services at scale through a combination of digital platforms and a large advisor team.

Heath Prior is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes 13 years at Lincoln Financial Securities Corp prior to joining Cambridge Investment Research Advisors in 2022. In addition to his advisory role, he serves as president and owner of Prior Wealth Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

Edwin Gresham is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cornelius, NC. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including over 14 years with Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes an advisory approach supported by firm research and outside managers.

James Sadleir is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Drive Wealth Advisers and Costco. He also serves as a limited agent for an immediate family member. Vanguard Advisers provides both 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 approach featuring proprietary asset allocation models and offers a range of customizable portfolio options constructed mainly from Vanguard funds and ETFs.