Grant Keenan is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Keenan manages a family equipment rental business specializing in logistics and seasonal delivery. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through digital and team-based servicing models.

David Feldmiller Jr. is a CFP® with 12 years of industry experience currently serving at Vanguard Advisers. He has worked with various entities within the Vanguard organization since 2014, including Vanguard Marketing Corporation and The Vanguard Group, Inc. His tenure at Vanguard Advisers spans 10 years. Vanguard Advisers delivers both 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, offering a range of customization options and tax-aware features.

Will Hornbeck is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Previously, he worked at Bogart Wealth and has experience outside finance, including a role at Coastal Cravings Steak and Seafood. 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 offers portfolios primarily composed of Vanguard funds and ETFs.

Joseph Di Lauro is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and beginning his industry career in 2026. Prior to joining Wells Fargo Clearing, his work experience includes roles at DiSys and Granby Fitness, as well as employment at Walmart and involvement with the YMCA of Upper Palmetto. 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 combines brokerage and advisory solutions, utilizing research and diversification principles in its investment approach.

Liz Brown is an Executive Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she collaborates with clients to develop financial plans that align with their goals and incorporate their workplace benefits. She emphasizes maintaining adaptable plans that respond to changes in clients' lives and objectives. With nearly 17 years of experience in the financial industry, Liz has held various roles including Benefits and Planning Consultant, Executive Services at Fidelity Investments from 2021 to 2025, Centralized Wealth Management Advisor at TIAA from 2018 to 2021, and Investment Consultant at Fidelity Investments from 2015 to 2018. Her career also includes positions at BB&T Securities, Vanguard, and other financial institutions. Liz holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys fitness, social events with friends, parenthood, and running.

Garrett Snyder is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation. He has less than one year of industry experience, previously working at Merrill and several other organizations including Skybrook Golf Club and Asset Living. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Haynes Owen is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 66 and Series 63 licenses and has been employed within Vanguard-affiliated companies since 2021. Prior to his current role, he worked at UNC Charlotte and in parking management. Vanguard Advisers delivers 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 featuring personalized asset allocations and primarily invests in Vanguard funds and ETFs.

Joseph Parsons is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked at The Vanguard Group, Inc. since 2016 and had a brief tenure at BDC Capital Management, Inc. in the same year. Vanguard Advisers provides both 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 composed mainly of Vanguard funds and ETFs, supporting a large client base through its combination of digital platforms and advisor teams.

Karla Hicks is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her background includes roles in healthcare as an attendant care program worker and home healthcare worker prior to joining Vanguard. Vanguard Advisers provides 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 and manages portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Tiara Leggett is a financial advisor with Vanguard Advisers, holding a Series 66 credential and beginning her industry career in 2026. Her prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Liberty University, MKS2 Technologies, and Navy Federal Credit Union. She is also the owner of Tiara DeShay, LLC, an insurance-related business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by its proprietary glide-path methodology and advanced tax-aware features.

Bryan Raithel is a CFP® with 25 years of experience currently serving at Vanguard Advisers since 2019. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. Raithel also serves as a fiduciary agent and custodian for an immediate family member's investments. Vanguard Advisers provides automated and human-supported investment advice through platforms serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Carlos Stennis is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior work includes roles at Wachovia Bank, N.A. and MSI Financial Services, Inc. Outside of his advisory work, he serves as an assistant chaplain for Trail Life USA, where he teaches biblical lessons. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and financial planning solutions, supported by research from Wells Fargo Investment Institute and third-party databases.

Bridget Sullivan is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. She has been with Vanguard and its affiliated firms since 2026. Prior to her current role, her work history includes various positions across multiple industries, including education and retail. 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 personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Ethan Mcduffie is a financial advisor at Wells Fargo Clearing based in Charlotte, NC, holding a Series 63 designation with one year of industry experience. His prior work includes roles at DYSIS and the University of North Carolina at Charlotte. 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 extensive research and analytics with a broad range of brokerage and advisory solutions.

Ethan Edwards is a financial advisor with Cambridge Investment Research Advisors based in Locust, NC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at firms including Wells Fargo Clearing Services and Fidelity Charitable. Outside of his advisory work, Edwards is involved as an owner and partner in Action Auto Group LLC, a business in Oakboro, NC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Randolph Jackson Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has been with Merrill and Bank of America N.A. since 2021. Outside of his advisory role, he works part-time as a delivery employee for DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Arthur is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation. He has three years of industry experience and has worked within education and religious organizations, including roles with Union County Public Schools and Fort Mill Church of God. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income and tax-aware withdrawal strategies.

Niren Johal is a financial advisor at Vanguard Advisers with Series 65 and Series 63 registrations and two years of industry experience. He has been with Vanguard and its affiliated entities since 2025, following prior roles at Tristate Financial Advisors and East Carolina University. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Joseph Kinson is a CFP® with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Townsquare Interactive, Total Quality Logistics, Novant Health Presbyterian Medical Center, Lenoir-Rhyne University, and United Parcel Service. Vanguard Advisers delivers 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 employs a goal-based, algorithm-driven approach to create personalized asset allocations using mostly Vanguard funds and ETFs, and it manages a high volume of client relationships through its digital platform combined with a large advisory team.

William Lewis III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has worked at The Vanguard Group since 2019, previously spending time at Edward Jones and Andrew Roby Construction. He also holds an insurance license and maintains a limited role as an insurance agent. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using goal-based, algorithm-driven asset allocation primarily through Vanguard funds and ETFs. The firm manages a large client base with a high client-per-advisor ratio, emphasizing digital delivery and customized portfolio options.