Blake Mathews is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Deutsche Bank and The Vanguard Group, Inc. prior to his current role. 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 and manages portfolios using mostly Vanguard funds and ETFs, combining digital delivery with personalized service across a broad client base.

Stephen Wang is a financial advisor with LPL Financial in Huntersville, NC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is a business owner of Without Limit Inc., a non-investment related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Andrew Cheshire is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Wells Fargo in 2022, he spent 16 years at The Vanguard Group. Outside of his advisory role, he works part-time as a sales clerk at a retail store in Matthews, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

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.

Amanda Quinn is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, alongside roles at Bank of America and U.S. Bank. Outside of her advisory work, she serves as a golf attendant at Tempo Golf Club and is a board member for the Barringer Square Homeowners Association. 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 strategies for individuals, high-net-worth clients, and institutional investors.

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.

Peyton Godbey is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he worked at Equitable Advisors and Bank of America, N.A. He also coaches a girls soccer team at the Charlotte Soccer Academy. 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 strategies for a range of individual and institutional investors.

Patrick Duffy is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 registrations and 27 years of industry experience. His prior work includes roles at Eaton Vance Distributors, TIAA-CREF, Pensionmark Financial Group, and Acrisure Investment Advisory. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

David Monteith Jr. is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at The Vanguard Group. 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 to asset allocation, managing portfolios primarily with Vanguard funds and ETFs.

Michael Crutchfield is a CFP® professional with 26 years of industry experience, currently with Vanguard Advisers. His prior roles include positions at TIAA and CUSO Financial Services. He holds active life, accident, health, and annuity licenses. Vanguard Advisers delivers automated and human-supported investment advice, primarily serving 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, supported by a large advisor team and scalable digital platform.

Christopher Ekstrom is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill and Bank of America since 2020, following positions at Fifth Third Bank, Oneamerica Securities, and American United Life. Outside of his advisory role, he is a general partner and managing member of Lil & Clem Sales, LLC, assisting with administrative duties. 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.

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.

Matthew Ayer is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and beginning his industry experience in 2025. Prior to joining Wells Fargo Clearing, he worked at DYSIS and the Southeastern Bar. He also has experience in education and hospitality, including serving in the public school system and working at Showmars Restaurant. 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.

James Spillane is a financial advisor at Fisher Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

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 six years of industry experience. He holds Series 66 and Series 63 licenses and has been with Vanguard since 2019 in various roles. Outside of his advisory work, he is a contracted driver for ride-sharing services Uber and Lyft. 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 set personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs with tax-aware and customization features.

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.

Levanza Breeland is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo firms since 2016. Outside of her advisory role, she owns TheConnectionClub.com, a travel-related business, and is a part-owner of 3-D Disco, a Greenville-based event planning venture. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Rita Bliven is a financial advisor with Edward Jones in Kannapolis, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining Edward Jones in 2020, she worked at First Citizens Investor Services and First Citizens Bank. She is also involved in self-publishing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.