Brian Schroeder is a CFP® with 17 years of industry experience, currently serving as an advisor at Vanguard Advisers in Charlotte, NC. He has been affiliated with The Vanguard Group since 2008 and concurrently holds a role at Interface Promotions since 2009. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach, primarily constructing portfolios from Vanguard funds and ETFs while providing tax-aware features and customization options.

Carolyn Weaver is a CFP® professional with 10 years of industry experience, currently working with Vanguard Advisers since 2021. Prior to joining Vanguard, she spent six years at Aventus Investment Advisors, Inc. She holds fiduciary roles including power of attorney and trustee for immediate family members. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio construction with a large-scale digital platform, managing extensive client relationships through more than 2,400 advisors.

Amy Matthews is a financial advisor at Edward Jones in Lincolnton, NC. She holds a Series 66 designation and previously worked for Lincoln County Schools for 12 years before joining Edward Jones in 2025. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ryan Lee is a CFP® with 25 years of experience in the financial services industry, currently serving as an advisor at Vanguard Advisers since 2014. He has been affiliated with The Vanguard Group and its related entities since 2000. Outside of his advisory role, he works as a contract driver for a delivery service. 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 portfolio construction, utilizing proprietary models and predominantly Vanguard funds and ETFs.

Brandon Mainz is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Pfs Investments Inc, automotive sales positions, and as a driver for Uber. He also has involvement in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by third parties and supports accounts through Pershing custody and BNY Mellon Advisors.

Steven Reich is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience with Avantax Investment Services Inc. and Independent Tax & Financial Planners, PC. Outside of finance, Reich has been involved with the LSAA Basketball Association. 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery with a team servicing model to manage a large client base efficiently.

Curtis Ackerly is a CFP® with eight years of industry experience, currently serving as an advisor at Vanguard Advisers since 2017. Prior to joining Vanguard, he held positions at Ruby Tuesday, the University of South Carolina, and the Moore School of Business. Curtis is also involved as an agent for a family business outside of his advisory role. 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 investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Blake Mathews is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Deutsche Bank and The Vanguard Group, Inc. prior to his current role. 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 and manages portfolios using mostly Vanguard funds and ETFs, combining digital delivery with personalized service across a broad client base.

Stephen Wang is a financial advisor with LPL Financial in Huntersville, NC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is a business owner of Without Limit Inc., a non-investment related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Michael Lewis is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with The Vanguard Group since 2007. Outside of his advisory role, he is the owner of HTM Development, LLC. Vanguard Advisers provides 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, supported by a large advisor team and advanced digital platform.

John Fitch III is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments and NYLife Securities, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services utilizing both discretionary and non-discretionary management approaches.

Matthias Black is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has been with Vanguard and its affiliates since 2025. Prior to joining Vanguard, he worked in various roles across multiple industries, including media, retail, and education. 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 approach to construct personalized portfolios largely comprised of Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.

John Chidwick is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms including Signature Wealth Group, Wdsworth Group-First Financial Resources, and IFG/Russell Advisors. He is also CEO of 4 Life Investments, a real estate brokerage, and is a partner at Signature Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary services that incorporate risk profiling and scenario modeling. The firm supports a broad advisor network and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

David Monteith Jr. is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to asset allocation, managing portfolios primarily with Vanguard funds and ETFs.

Jacob Betz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Michael Crutchfield is a CFP® professional with 26 years of industry experience, currently with Vanguard Advisers. His prior roles include positions at TIAA and CUSO Financial Services. He holds active life, accident, health, and annuity licenses. Vanguard Advisers delivers automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, supported by a large advisor team and scalable digital platform.

Selena Abraham is a financial advisor at Vanguard Advisers with 27 years of industry experience. She has been with The Vanguard Group, Inc. since 1998. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach, offering portfolios primarily constructed from Vanguard funds and ETFs with various customization options.

Grace Cassada is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, she was involved in event planning with Monarch Event Planning and worked at Aqua Wave Express Car Wash. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Spillane is a financial advisor at Fisher Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Robert Kidd III is a CFP® professional with 13 years of industry experience, currently working at Vanguard Advisers. His prior work history includes roles at TIAA-CREF, UBS Financial Services, E*TRADE Securities, Wells Fargo Clearing, and Fidelity Brokerage Services. 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 using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor support.