Jeffrey Corser II is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at Sonoco and Roanoke College. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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, utilizing proprietary models to set personalized asset allocations primarily composed of Vanguard funds and ETFs.

Kyle Rotthoff is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds the Series 63 and Series 65 licenses and is based 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 tailored through proprietary models. The firm manages a large client base with more than 2,200 advisors and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

James Mcguire is a financial advisor at Vanguard Advisers with 28 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. Prior to his current role, he worked at Wells Fargo Clearing for seven years. Outside of his advisory duties, he acts as a power of attorney for an immediate family member. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible 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 manages a high volume of client relationships through its scale and digital delivery model.

Evan Crook is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Vanguard, he worked at Fidelity Investments and BigFin Capital, among other firms. Outside of his advisory role, Crook is a competitive golfer participating in qualifiers and tournaments. 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, utilizing proprietary models to tailor asset allocations, primarily using Vanguard funds and ETFs.

Sheryl Johnson is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. She has worked at LPL Financial since 1986, with a brief tenure at SCF Securities and SCF Investment Advisors. Outside of her advisory role, she is involved in managing the Skorpik Johnson Farm in South Dakota. 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 model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Mary Mc Lendon is a financial advisor with Vanguard Advisers in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard in 2025, she worked at UPS and was self-employed for two years. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Rex Casey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at The Vanguard Group and Charles Schwab, among others. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Benjamin Mc Guire is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at various Vanguard entities since 2020 and has prior experience in marketing and university library services. 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 methodologies to create personalized asset allocations primarily using Vanguard funds and ETFs.

Lucy Blough is a CFP® with 10 years of industry experience and currently works at Vanguard Advisers. Her prior roles include positions at Facet Wealth, John K. McGill & Company, Modera Wealth Management, and Matrix Wealth Advisors. She is based in Charlotte, NC. Vanguard Advisers offers 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 with portfolios composed mainly of Vanguard funds and ETFs, featuring various customization options and tax-aware strategies.

Jake Brockman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Vanguard Advisers since 2025 and has prior experience at Ameriprise and Target. 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 portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through digital delivery and team servicing.

Andrew Eastland is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role starting in 2022, he worked with several organizations including Tobin & Company Investment Banking Group LLC and participated in entrepreneurial and educational roles such as at The Hurt Hub @ Davidson and Davidson College. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, and offers a wide range of customization options.

Michael Ham is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at National Planning Corporation for five years before joining LPL Financial in 2017. Outside of his advisory work, Ham is involved in non-investment related business activities including real estate rental operations in Kiawah Island, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and operational tools.

Robert Williams Jr. is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has been with Vanguard and its affiliates since 2026. His prior experience includes roles at Empower Financial Services and Employers Advantage, LLC. 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 utilizing proprietary models to tailor asset allocations and primarily invests using Vanguard funds and ETFs.

Phillip Contacos is a financial advisor at Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses with 35 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that address various client needs. The firm integrates advisory services with other financial product sales and referral channels, utilizing proprietary research and planning tools to tailor recommendations.

Colin Smith 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 firms including Merrill Lynch, TIAA-CREF Individual & Institutional Services, and Bank of America. Smith is based in Charlotte, NC. Vanguard Advisers offers both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach combines proprietary models with Vanguard funds and ETFs, delivering scalable digital investment solutions.

Darron Stover is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes nearly three decades at FSC Securities Corporation and roles at OSAIC and Vanguard affiliates. He also has a history of involvement with Rise Against Hunger. 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 portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization and tax-aware features.

Sheri Simpson is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses and over 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and TIAA-CREF. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

Jennifer Keilty is a financial advisor at Vanguard Advisers with 20 years of industry experience. She holds the Series 66 designation and has been with Vanguard Advisers since 2019. Keilty is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc., where she has worked since 2015. 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 using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and extensive advisor team.

Jason Holt is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Linsco Private Ledger Corp since 2001. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and a broad suite of financial products.

Jonathan Jefferson is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and TIAA-CREF. In addition to his advisory work, he has contracted with Instacart, performing grocery shopping and delivery services. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach, primarily employing Vanguard funds and ETFs, with features such as tax-aware strategies and customization options.