William Dana II is a financial advisor with Edward Jones in Mooresville, NC, holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at LPL Financial, Infinite Wealth Advisors LLC, W&S Brokerage Services, and Western & Southern Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Corrina Halter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at JP Morgan Chase and Equitable Advisors. Outside of her advisory work, she serves as an estate executor in an investment-related capacity. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital platform combined with advisor support.

Mitchell Dee is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Vanguard Advisers since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to and during his current tenure. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing both automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to construct diversified, customizable portfolios.

Simon Abegg is a CFP®-designated financial advisor at Vanguard Advisers with three years of industry experience. Prior to joining Vanguard, he held roles at WR Wealth Planning, NewEdge Advisors, and LPL Financial. Outside of his advisory work, he serves as a Brand Ambassador for Wine on Ward, LLC, where he promotes wine, beer, and spirits. 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 that incorporates proprietary modeling and a range of customization options.

Nathan Miller is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Edward Jones and Western & Southern Brokerage Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Sarah Cerulo is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has worked with Wells Fargo in various capacities since 2007. Outside of her advisory work, she serves as co-trustee for investment-related family trusts. 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 offers both brokerage and advisory solutions and employs research-based investment approaches grounded in diversification and modern portfolio theory.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Corey Rodahl is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 registrations and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously held positions at US Bank and Fraser LTD. 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 roughly $671 billion in assets with more than 14,000 advisors and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lucas Rhoy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, KeyBank, Mosley Financial Group, and NY Life Securities. Outside of finance, he worked at the Portsmouth Naval Shipyard and has educational experience at the University of Southern Maine and the University of Maine. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research and analytics to evaluate investment options within a broad range of brokerage and advisory solutions.

William Bracken is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including over 10 years with Cambridge and more than three decades operating Bracken Financial, Inc., where he is also an independent insurance agent selling fixed annuity and long-term care products. Cambridge Investment Research Advisors serves a wide range of clients such as individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using various portfolio management strategies and platform arrangements tailored to client objectives.

Madison Turner is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Turner was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Turner has held various roles in the food service industry and has experience working at the University of North Carolina at Charlotte. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Conosha Williams is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with Vanguard Advisers since 2019 and has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2016. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Jackson Graham IV is a financial advisor at Vanguard Advisers with four years of industry experience. His credentials include the Series 63 and Series 66 designations. He has worked at various Vanguard entities since 2022 and has prior experience in retail and education sectors. 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 investment approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Samuel Cowles is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and having one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Fastenal, and various customer service positions. Outside of finance, he has experience running a self-employed landscaping business. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Austin Rogers is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as experience outside finance with Massage Luxe and Massage Envy. 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 built primarily from Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

Elizabeth Peper is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior work at Janney Montgomery Scott from 2016 to 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Joseph Gardner is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 designations and is based in Charlotte, NC. Gardner has worked across various roles within Vanguard entities since 2022 and has prior experience in accounting firms and other businesses. Vanguard Advisers provides investment advice through a combination of digital and human-supported services, serving 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, and manages a large client base through a high client-to-advisor ratio supported by its automated platform and team model.

Thomas Handy is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing. Outside of his financial career, he has been a swimming instructor and triathlon coach at the YMCA of Greater Charlotte for over two decades. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services and investment options, utilizing research and planning tools to develop tailored recommendations for its clients.

Jonathan Friend is a CFP® professional with 21 years of experience in the financial advisory industry. He has worked at The Vanguard Group, Inc. since 2004, including his current role with Vanguard Advisers since 2019. Prior to that, he was employed at Four Peaks Brokerage from 2017 to 2023. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach, managing portfolios primarily with Vanguard funds and ETFs and offering a range of customization options.

Cole Eldridge is an advisor at Vanguard Advisers with a Series 66 designation and has been in the industry for less than one year. Prior to joining Vanguard Advisers, his work background includes roles at The Vanguard Group, Consolidated Planning, Dicks Sporting Goods, and various educational institutions. 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 to portfolio construction, utilizing Vanguard funds and ETFs with features such as tax-aware strategies and customization options.