Brett Stoner is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and the Series 66 license. He has 14 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Brett co-owns a private investment holding company, LYGS Investments, with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Paul Collins is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at PNC Bank and PNC Investments. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Kristi Armstead is a financial advisor at Vanguard Advisers with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard entities since 2014. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Patrick Hogan is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Dopkins & Company and The Vanguard Group. 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, utilizing proprietary models and primarily Vanguard funds and ETFs, to deliver personalized portfolio solutions at scale.

Zachary Jarvis is a Series 66-licensed advisor with Vanguard Advisers in Charlotte, NC. He has been with Vanguard and its affiliates since 2026. His prior roles include positions at Blue Barn Wealth and various self-employed engagements, as well as involvement with Utah Valley University and the SP Foundation. 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 with proprietary tools and primarily invests in Vanguard funds and ETFs.

Nathaniel Haberlein is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard since 2021, following a prior role at Wells Fargo Clearing Services. Vanguard Advisers provides 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 to asset allocation and manages portfolios predominantly using Vanguard funds and ETFs.

Tarra Worthing is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. Her background includes roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation, along with prior positions in education and small business management. Worthing has also been involved in managing local food service establishments. 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 with portfolios constructed mainly from Vanguard funds and ETFs, incorporating tax-aware features and customization options.

Chasity Charles is a financial advisor at Vanguard Advisers with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked at Wells Fargo and Vanguard-affiliated firms. Outside of advising, she is vice president of 4C Impact Group, LLC, an apparel business, and president of Culture Compass, a travel influencer venture. Vanguard Advisers serves retail investors and eligible retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

William Andrews is a financial advisor with Fidelity in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2025, he worked at TIAA and Thrivent Financial. Outside of finance, he is involved in the hospitality industry through his role at Mr. Bowl Fusion and Sushi Mooresville LLC, where he handles food orders and general hospitality duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Robert Pawlowski is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill from 2009 to 2022, before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques such as Monte Carlo simulations.

Bryan Pentz is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with The Vanguard Group since 1999. 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 to create personalized asset allocations, managing portfolios primarily through Vanguard funds and ETFs.

Sean Lawrence is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and over 24 years of industry experience. His prior roles include positions at TIAA-CREF and Alight Financial Advisors. He is based in Charlotte, NC. Vanguard Advisers offers 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 strategy utilizing proprietary methodologies and primarily Vanguard funds and ETFs, delivering services through a combination of digital platforms and advisor teams.

Delfin Llamas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked primarily with The Vanguard Group and its affiliates, including multiple terms at Vanguard Advisers and a brief period with TIAA. 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 using proprietary models to create personalized asset allocations, managing portfolios predominantly with Vanguard funds and ETFs.

Gene Lenfest Jr. is a financial advisor with Ameriprise in Denver, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Savannah Simpson is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 registrations and has worked across multiple Vanguard entities since 2023. Her background also includes roles outside financial services, such as employment with Enderly Coffee Company and Goodwill Industries of NWNC. 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 approach using proprietary methodologies and primarily constructs portfolios with Vanguard funds and ETFs.

Timothy Mcclurg is a financial advisor at Ameriprise with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Savannah Susanin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior roles include positions at Humana, Inc. and NBCUniversal, as well as work related to UNC Kenan-Flagler Business School. 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.

Jacob Dunn is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 designations. Outside of his advisory role, he is involved in guest services and event management, working as a guest experience ambassador for Hornets Sports and Entertainment and providing guest seating services for Best Crowd Management. 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’s approach uses a goal-based, algorithm-driven methodology with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing tax-aware strategies and customization options.

Megan Hinson is a financial advisor with Edward Jones in Mooresville, NC. She holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, she spent 19 years at Lowe's Companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.