James Donahue is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. He has been with Vanguard and its affiliated entities since 2018. Prior to that, he held various roles including a position with the Financial Wellness Program at the University of Illinois Extension. 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 employs a goal-based, algorithm-driven investment approach, constructing portfolios mostly from Vanguard funds and ETFs with features such as tax awareness and customization options.

Sara Heiligenthaler is a financial advisor with LPL Financial, holding the Series 66 designation and having one year of industry experience. She previously worked at Eight Eleven Group and Brooksource for three years and has had roles at Spectrum Enterprise and DHFS Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anthony De La Cruz is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, Key Bank, and several other firms. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Matthew Moore is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with The Vanguard Group since 2005. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios primarily from Vanguard funds and ETFs, leveraging scale and digital delivery to serve hundreds of thousands of clients through more than 2,200 advisors.

Brenda White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as vice president, secretary, and bookkeeper of an automobile dealership. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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.

Jay Fitz is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 10 years, Waters Doctors for one year, and Lu La Rose for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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.

Davidson Sidden is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Bank of America, N.A., and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

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.

Cooper Bumgarner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, he worked at Charles Schwab and First Community Bank. He also spent three years at Appalachian State University before starting his career in finance. 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 advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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.

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.

Tyler Kaufman is currently a Planning Consultant at Fidelity Investments, where he works as a part of Wealth Management Teams to assist clients with their financial planning needs. He aims to provide a comprehensive experience by not only supporting financial planning but also serving as a resource and liaison for clients and their families to various areas of assistance available at Fidelity. Tyler has professional experience in financial services, having held positions as a Planning Consultant at Fidelity Investments since 2026, an Investment Consultant at Fidelity from 2024 to 2026, and a Financial Advisor at Edward Jones from 2023 to 2024. Outside of his professional work, Tyler's personal interests include cooking and baking, fitness, exploring food, attending social events with friends, golf, and spending time with pets.