Brooklyn Mitchell is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Vanguard Advisers, Brooklyn held positions at Motorola Solutions, Marcus & Millichap, and Sands Investment Group. Outside of advisory roles, Brooklyn is involved with Legacy Property Management, LLC. Vanguard Advisers provides 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 methodologies and offers portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of advisors within a scalable digital delivery platform.

Kelly Zack is a Certified Financial Planner (CFP®) with 20 years of experience in the financial industry. Since 2020, Zack has been with Vanguard Advisers and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a large advisory team to manage a high volume of client relationships.

Misty Calderon is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 license and 19 years of industry experience. She has worked at several firms, including TIAA, Truist Advisory Services, Wells Fargo Advisors, and LPL Financial. Outside of her advisory role, she owns Calderon Consulting Group LLC, a grant writing business for nonprofits. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations and a broad range of customization options, managing a large client base through a digital delivery platform combined with advisory support.

Djibril Diallo is a financial advisor at Wells Fargo Clearing with Series 66, Series 65, and Series 63 designations. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2025. Prior to this, he worked at The UPS Store and NorthStone Masonry and has experience in both educational and management roles. 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 integrates research and analytics from the Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Austin George is a Financial Advisor with Merrill Lynch Wealth Management, a role he has held since 2020. In this position, he focuses on personalized wealth management, retirement planning, and investment strategies tailored to the unique needs of each client. Austin works to help clients achieve their financial goals through comprehensive planning, including education planning, legacy planning, and philanthropic strategies. Austin grew up in the Charlotte area and attended Lake Norman High School. He graduated from the College of Charleston with a bachelor's degree, where he was also a recipient of a baseball scholarship. He holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), reflecting his expertise in individual and corporate investment strategy, as well as sports and entertainment financial planning. Outside of his professional work, Austin's personal interests include baseball, football, fishing, and boating.

Asif Akand is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Royal Bank of Canada, and Bank of Nova Scotia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Ryan Miller is a CFP® with 17 years of industry experience, currently serving at Vanguard Advisers since 2013. He also holds roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. Miller acts as a trustee on a family member's trust. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

Steven Edwards is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Vanguard Advisers since 2019 and prior experience at Morgan Stanley and Mountain High Outfitters. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct portfolios primarily from Vanguard funds and ETFs, incorporating tax-aware features and customization options.

Jeffrey Kerr is a financial advisor with Thrivent Investment Management in Troutman, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2017, he worked at NC Farm Bureau Insurance and was involved with JTG Daughtery Racing. Outside of financial advising, he operates a leadership training business that leverages his background in athletics and NASCAR pit crew experience to provide team-building training for police, fire, medic, and SWAT personnel. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm emphasizes written recommendations across various planning topics and maintains a separation between planning and managed-account services.

Elizabeth Heiligenthaler is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at Securities America, Investacorp, and First Allied Securities. She is also a notary and a co-owner of a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Richard Padow is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He previously worked at TIAA-Cref Individual & Institutional Services and Alight, Inc. His current role at Vanguard Advisers began in 2026. Vanguard Advisers offers 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 using proprietary methodologies to construct portfolios mainly from Vanguard funds and ETFs, with a strong emphasis on scale and digital delivery.

Ryan Kasakove is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Vanguard in 2025. His background also includes various non-financial roles such as working at DSN Basketball Camp and Country Roads Day Camp. 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 using proprietary models and primarily invests in Vanguard funds and ETFs, offering several customization options and managing a large client base through a digital platform supported by over 2,200 advisors.

Dionne Mcbride is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked with Vanguard and its affiliates since 2004, including 11 years at Vanguard Advisers in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large scale of client relationships through digital delivery and team servicing, focusing on personalized asset allocation and tax-aware portfolio features.

Andrew Walter is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Securities America Advisors, SSN Advisory, New England Securities, and Securian Financial Services. He is also involved in the independent sale and service of fixed life insurance and fixed annuity contracts. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting various investment programs and strategies.

Abram Early is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. His career includes roles at The Vanguard Group, Inc. since 2015, as well as previous positions at M Holdings Securities, Dixon Hughes Goodman Wealth Advisors, and Merrill. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary methodologies to offer personalized portfolio management primarily through Vanguard funds and ETFs.

Colleen Fitzgerald is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. She has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2013. Vanguard Advisers offers automated and human-supported investment advice through digital platforms and personal advisory services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create customized portfolios primarily composed of Vanguard funds and ETFs.

Brian Fisher is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 65 designation and has been in the industry since 2026. Prior to joining Raymond James, he worked at Foresight Sports for four years and IZEA for eleven years. Fisher is a minority owner of Neoteric Brewing, a brewery based in Huntersville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Kadejha Adams is a financial advisor at Vanguard Advisers with Series 66 and Series 63 licenses and two years of industry experience. She has held roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Vanguard Advisers since 2024. Outside of finance, Adams is involved with Caribbean Kissed Cosmetics LLC. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily composed of Vanguard funds and ETFs, supported by a large digital platform and team-based servicing model.

Charles Lupton is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at Uber Technologies, Residences at The Little Nell, and several other companies across varied industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on combining fundamental research and quantitative analysis through systematic, algorithm-driven methodologies.

Timothy Apple is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameritas Investment Corp. and William C Moore Financial Services. He has also been employed by The Vanguard Group since 2019. Vanguard Advisers offers 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 construct diversified portfolios primarily from Vanguard funds and ETFs.