Kyle Mcevoy is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has also been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. Outside of his advisory role, he acts as a full agent managing investment accounts for immediate family members. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to construct portfolios mainly from Vanguard funds and ETFs, supported by a large team of advisors and digital platforms.

Nathaniel Minor is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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, utilizing research and analytics to guide investment selection.

Kathryn Nusbaum is a CFP® professional at Robert Baird & Co. with 17 years of industry experience. She has been with Robert Baird since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary portfolio management and separately managed accounts.

Michael Waterbury is a CFP®-credentialed financial advisor with five years of industry experience, currently with Vanguard Advisers. His prior roles include positions within various Vanguard affiliates and other organizations in Charlotte, NC. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a range of customization options.

Stephen Paavola is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. Stephen holds a Bachelor's Degree from Concordia University - Wisconsin and a Master's Degree from Columbus State University. His approach focuses on helping clients uncover what matters to them and their families to develop strategies aligned with their financial goals.

Leonard Yarnovich is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses. In addition to his financial advisory role, he has a long-standing career in healthcare with Novant Health and Alliance Imaging Healthcare Services. Yarnovich is also involved in sales related to mortgage products and home security and automation services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Aditya Banerji is a CFP® with six years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked with The Vanguard Group since 2020 and previously held roles at the Better Business Bureau and the University of South Carolina. Vanguard Advisers provides both 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 models and mostly Vanguard funds to create personalized portfolios.

Lesia Marino Brolinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mark Whelan is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL. He holds a Series 66 designation and has three years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Lockheed Martin and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans. The firm offers investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory.

Garrett Davis is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Vanguard Advisers, he worked at firms including Wells Fargo Clearing Services and LPL Financial. Davis also has experience in event rentals and fireworks sales. Vanguard Advisers offers 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Krista Icenhour is a Vice President and Financial Consultant at Fidelity Investments. In her role, she helps families organize, develop, and implement financial plans and strategies tailored to their present and future goals. She focuses on simplifying the complexities of investing to ensure clients feel confident and secure in the financial plans they build together. Krista has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position. Her experience encompasses client relationship management and financial planning within the firm. Outside of her professional responsibilities, Krista has interests in fitness, food, golf, hiking, spending time at the lake, and caring for pets.

Patrick Traynor is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Vanguard Advisers, where he has worked since 2025. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice, serving 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 portfolios primarily composed of Vanguard funds and ETFs.

Mark Metzger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisor Networks LLC and VOYA Financial Advisors. He serves as a board member of the Executives Association of Charlotte. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Emma Gibney is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, she worked with Vanguard Group and has experience in both financial services and teaching. Outside of finance, she is contracted with Twitch to provide live content streaming. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including retirement plans, with investment advisory, financial planning, and consulting services. The firm employs a research-driven approach using diversification principles and portfolio theory and offers a range of brokerage and advisory solutions.

Kenneth Zdziarski is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. and has worked at various Vanguard entities since 2026. Outside of finance, he is a freelance musician. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform combined with a team servicing model.

Michael Dugan is a financial advisor at Vanguard Advisers with ChFC®, Series 66, and Series 63 credentials and two years of industry experience. Prior to joining Vanguard, he worked with NYLIFE Securities, LLC and the New York Life Insurance Company. 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, delivering services at scale through a combination of digital platforms and advisor teams.

Shemar Clarke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Wells Fargo Clearing Services and DiSys, as well as roles outside finance such as at the University of Guyana and the Ministry of Foreign Affairs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and planning tools to develop tailored recommendations for clients.

Cody Bussell is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. He previously worked at Thompson Private Wealth and Allied Millennial Partners. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment approach that combines quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services alongside managing separate accounts and pooled investment vehicles.

Michael Doyle is a Series 66 credentialed advisor with Vanguard Advisers in Charlotte, NC. He has been with Vanguard since 2025 and has prior experience working in marketing and creative industries, including roles at Hi-Rez Studios and the Savannah College of Art and Design. 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 investment approach, combining proprietary models with Vanguard funds and ETFs, and manages a large client base through a scalable, technology-enabled platform.

Ariel Murchison 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 Advisers, Ariel worked at Better Mortgage and Wells Fargo Inc. Outside of advising, Ariel owns and operates Ariel Evon Photography LLC. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.