Curtis Hurren is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TIAA and TIAA-CREF. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis in constructing model portfolios. The firm is noted for its use of algorithmic methods, AI-driven research, and its advisory role to multiple registered investment companies.

Sara Heiligenthaler is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL in 2024, she worked at Eight Eleven Group and Brooksource from 2021 to 2024 and held a position at DHFS Wealth Management in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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 at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC prior to her current role. Outside of her advisory work, she serves as vice president, secretary, and bookkeeper for a family-owned 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 and third-party sources.

Flint Chandler is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds a Series 66 license and has worked at Vanguard since 2021, with prior roles at AIG Retirement Services and Bank of America. Before entering the financial services industry, he spent over two decades at USA Business Brokers. 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 portfolio construction, primarily utilizing Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and a team servicing model.

Jonee Powell is a financial advisor at Fidelity with 14 years of industry experience. Her prior roles include positions at Independent Financial Group and First Allied Securities. Outside of her advisory work, she also works as an independent contractor driving for Uber in Kannapolis, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while managing conflicts of interest.

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 licenses and with 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Bank of America, N.A., and Merrill. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both retail and institutional clients with specialized services in public finance and municipal work.

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, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Citigroup and Fidelity Investments. Vanguard Advisers offers both 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 composed of Vanguard funds and ETFs.

Max Bukovec is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and having two years of industry experience. He has been with Vanguard Advisers since 2026 and has worked in various roles within The Vanguard Group since 2021. 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 approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large team serving a broad client base.

Benton Pruitt is a financial professional with Cetera, holding a Series 66 credential and three years of industry experience. His background includes roles at Deloitte Consulting LLP and multiple asset management and investment firms. He is also a partner at DBK Ventures LLC, where he reviews property transactions and advises on property management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and planning services through a large network of independent advisors and operates a multi-manager platform with various program options and custodial arrangements.

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 from 2016 to 2022 and has experience in marketing roles within the Vanguard organization. Based in Charlotte, NC, Taylor holds the Series 66 designation. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and predominantly Vanguard funds and ETFs, offering a scalable digital platform with customization options including tax-aware features and ESG choices.

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.