Brent Tompkins is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and Digital Intelligence Systems LLC since 2021. Prior to that, he held roles at the University of North Carolina at Chapel Hill and UNC Campus Recreation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm’s offerings include a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, distinguishing it from many large institutional advisers.

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 with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes roles at OneMain Financial and Winthrop University. 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, serving a large client base through a combination of digital platforms and advisor teams.

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.

Janice Lowrance is a Series 66-credentialed financial advisor with Edward Jones in Mooresville, NC, where she has worked since 2007. She has 19 years of industry experience. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Madison Auton is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and beginning their career in 2025. Prior to joining Wells Fargo Clearing, Madison was affiliated with DYSIS and MBO Partners and attended Clemson University. 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 offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Charles Kincaid is a financial advisor at Edward Jones in Harrisburg, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for the Federal Bureau of Investigation for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Artez Powell Jr. is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at ReBalance and various fitness and insurance-related businesses. He serves in the U.S. Army Reserve, a role he has held since 2013. 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, and institutional investors.

Simeon Hill is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Park Avenue Securities. He is the owner of The SJH Group LLC, a holding company created for future real estate ventures. 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 centered on personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Christopher Carr is a CFP®-certified financial advisor with 27 years of industry experience, currently with Vanguard Advisers. His prior roles include positions at Citizens Securities, Inc. and TIAA-CREF. He is based in Charlotte, NC. Vanguard Advisers provides both 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 with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Camisha Anderson is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and five years of industry experience. She has been with The Vanguard Group since 2021. Previously, Camisha held roles at Wells Fargo Clearing, RHI General Group, and the University of Tennessee at Chattanooga. Vanguard Advisers provides 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 featuring proprietary glide-path methodology and portfolios primarily constructed from Vanguard funds and ETFs.

Rafael Diaz is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at The Vanguard Group, Inc. since 2014. Outside of his primary role, he serves as an authorized agent on family members' investment accounts. 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 approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Elizabeth Battaglia is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2018, following a prior role at Retirement Direct. 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, and serves a large client base with a combined digital and team servicing model.

Trevor Mann is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Vanguard, he worked at Pacific Gateway Equity and has operated his own business, Trevor L Mann, LLC, 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 and primarily constructs portfolios with Vanguard funds and ETFs, offering a range of customization options and servicing a large client base through a combination of digital platforms and advisor teams.

Daniel Dyer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at several Vanguard entities since 2022 and positions in the automotive and moving industries before that. Vanguard Advisers offers both 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 with portfolios primarily constructed from Vanguard funds and ETFs, and it serves a large client base through a combination of digital platforms and advisor teams.

Elisha Boyd is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. In addition to her advisory role, she owns E.B. And Associates LLC, a men's fashion business focused on wardrobe styling and consulting. 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 portfolios primarily constructed from Vanguard funds and ETFs. The firm serves a large client base through a scalable digital platform supported by over 2,200 advisors.

Trinity Shorter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential. They have one year of industry experience and previously worked with Morgan Hunter Education and Successful Enterprises. Trinity completed their education at Howard University. 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 with portfolios primarily composed of Vanguard funds and ETFs.

Alyssa Baldyga is a financial advisor at Vanguard Advisers with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including UBS and Aston Carter. Outside of finance, her background includes roles in the restaurant and hospitality industries. Vanguard Advisers provides both 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a digital platform and a large advisory team.

Rick Cruz is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role, Cruz has worked at Primerica Advisors, Wells Fargo, TIAA-CREF, and has been involved in real estate sales and music recording through his ownership of several businesses. He is the owner of Biltmore Records, Inc., a music recording company. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that emphasizes personalized asset allocation through Vanguard funds and ETFs. The firm manages a large client base via its digital platform and team servicing model.