Jason Lindley is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers since 2015. He has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2010. 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 employs a goal-based, algorithm-driven investment approach and manages a large client base using a combination of proprietary modeling and Vanguard fund products.

Yonatan Fessehaye is a CFP® with five years of industry experience, currently advising at Vanguard Advisers. His work history includes roles at Fidelity Investments, LPL Financial, and Sterling Bank & Trust. He has also held positions at Houghton College and is involved with Allied Universal. 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 and primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Rodney Russell is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2004, including a decade at Wells Fargo Clearing. 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 both brokerage and advisory solutions, using research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Tamala Harris is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Vanguard since 2013 and also owns Mastering Your Inner Self LLC, where she provides life coaching. Prior to that, she spent seven years with Dream Building Coaching. 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 investment approach with portfolios constructed largely from Vanguard funds and ETFs, emphasizing scalable digital delivery and a range of customization options.

Anna Greer is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Vanguard Advisers since 2020 and has also been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016. 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 uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery.

Vincent Princiotta III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Vanguard Advisers since 2019 and has worked within various Vanguard entities since 2018. Vanguard Advisers delivers automated and human-supported investment advice through digital platforms and personal advisory services, focusing primarily on retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering features such as tax-aware strategies and customization options.

Ryan Shoaf is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2020. His prior experience includes roles at TIAA-CREF and Axa Advisors. He also acts as a trustee for a family irrevocable trust. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Julia Ferrintino is a financial advisor at Vanguard Advisers with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard in various roles since 2010, including seven years specifically at Vanguard Advisers. Vanguard Advisers provides automated and human-supported investment advice through services like 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 utilizing proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

Scott Marker is a CFP® with 20 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked at The Vanguard Group since 2006 and is also involved in sports coaching as a basketball coach at Gold Hill Middle School. 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 with portfolios constructed mainly from Vanguard funds and ETFs, and it manages one of the largest client bases with a combination of digital platforms and advisor teams.

William Morgan is a Series 66-licensed financial advisor with seven years of industry experience. He has been with Vanguard Advisers since 2021, following prior roles at Resolute Capital, TruNorth Advisors, and Edward Jones. Morgan is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through platforms like Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach, primarily employing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital delivery model.

Michael Jones is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Morgan Stanley and E*Trade Securities. He is based in Charlotte, NC. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisor team.

William Jourdan is a financial advisor at Wells Fargo Clearing with a Series 63 designation and less than one year of industry experience. His prior work includes roles at Appalachian State University, Grandfather Golf and Country Club, Lowe's, and Inizios Pizza Napleotana. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Diane Hansen is a CFP® with 16 years of industry experience currently serving at Vanguard Advisers since 2014. She has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2010. Outside of her advisory role, she acts as an authorized agent for investment-related matters on behalf of her two sons. Vanguard Advisers provides 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 investment approach with proprietary methodologies and mostly Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

Carolyn Keyes is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has been with The Vanguard Group since 2022 and previously worked in various roles including at Purdue University and Distinctive Rental Properties. 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 methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Daniel Johnson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes nine years at Vanguard, preceded by three years at Ronald Blue & Company. Outside of his advisory role, Johnson works as a wellness coach and contributes writing to Medium.com. 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 investment approach, utilizing proprietary methodologies to create personalized portfolios predominantly composed of Vanguard funds and ETFs.

Desiree Chandler is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Edelman Financial Engines and Coldwell Banker Realty, where she also works as a residential real estate agent. 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 uses a goal-based, algorithm-driven investment approach and offers a wide range of customizable portfolios primarily composed of Vanguard funds and ETFs.

Samuel Donathan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Wells Fargo Bank and has been self-employed since 2019. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor 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 using proprietary models to personalize asset allocations, with portfolios built mainly from Vanguard funds and ETFs.

Ryan Harris is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and eight years of industry experience. His work history includes roles at TIAA, Merrill Lynch, Bank of America, and self-employment before joining Vanguard in 2026. 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 portfolios primarily composed of Vanguard funds and ETFs, with services delivered at scale through a digital platform and a large team of advisors.

Richard Jones is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked with Valor Private Wealth, LLC and LPL Financial LLC, and has experience in both the financial and education sectors. He also held roles at Husson University and managed a personal business under Valor Private Wealth. 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 investment approach featuring proprietary asset allocation models and portfolios constructed largely from Vanguard funds and ETFs.