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.

Brent Tompkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and accumulating five years of industry experience. His work history includes roles at Digital Intelligence Systems LLC and Wells Fargo Clearing Services, with earlier positions at the University of North Carolina at Chapel Hill and UNC Campus Recreation. 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 uses research and analytics to support diversified investment approaches and offers both brokerage and advisory solutions.

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 at Vanguard Advisers with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various Vanguard entities since 2020. His prior work experience includes roles at OneMain Financial, Winthrop University, Lowe's, and East Coast Pyrotechnics. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to personalize asset allocations and offering portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

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 at Wells Fargo Clearing with one year of industry experience. They hold a Series 63 designation and have previous work experience at DYSIS and MBO Partners. 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 utilizes research and analytics to inform recommendations and offers both brokerage and advisory solutions through a large network of advisors.

Charles Kincaid is a Series 66 licensed financial advisor with Edward Jones, based in Harrisburg, NC, and has three years of experience in the industry. Prior to joining Edward Jones in 2023, he spent 14 years with the Federal Bureau of Investigation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Patrick Penuel Jr. is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and one year of experience at the firm. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., Trane Technologies, and North Carolina State University. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations and manages a high volume of client relationships with a combination of automated platforms and team servicing.