John Pierre is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at LPL Enterprise Holdings, Prudential Insurance Company of America, and Raymond James & Associates. 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, utilizing proprietary models and mainly Vanguard funds and ETFs to construct portfolios with various customization options.

Tucker Schiavoni is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 65 credential. He began his career in the financial industry in 2026 and has previously been associated with Wells Fargo Bank and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, he has experience working at Noyac Golf Club and attended Roanoke College. 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.

Zachary Walker is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and UNC Charlotte. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and various affiliated financial services.

Devin O'Leary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, he worked at Amazon.com, Inc. and held positions at the University of North Carolina at Charlotte and Kontoor Brands, Inc. He is also involved with Digital Intelligence Systems LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Nicholas Zeiser is a CFP® professional with nine years of industry experience, currently advising at Vanguard Advisers since 2017. Prior to joining Vanguard, he worked for Camp Gladiator, Inc. from 2016 to 2017. He is based in Charlotte, NC. 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 approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

Brian Smith is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Vanguard Advisers in Charlotte, NC. His prior roles include positions at Ameriprise Financial Services, Smith & Associates, and Wythe County Public Schools. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a mix of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs and manages a large client base supported by over 2,200 advisors.

Kimberly Kaylor is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Kaylor is also involved with Williamson Wealth Group, a support company based in Cornelius, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through advisory programs and a broad advisor network.

Tammy Gilley is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 1997. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, serving clients with advisory, brokerage, and insurance solutions.

Jonathon Lynn is a CFP® with 23 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has held roles at The Vanguard Group and Vanguard Marketing Corporation since 2011. Outside of his advisory work, he is the owner of Chicken Dude, LLC, a real estate business. Vanguard Advisers offers 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.

Shanaya Davis is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Vanguard since 2010 and was previously with Keller Williams Realty from 2013 to 2017. Outside of her advisory role, she is engaged in a sales position unrelated to investment activities. 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 to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Kyle Mazei is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Equitable Advisors and Conway National Bank, as well as involvement with organizations such as Gamecock Moving LLC and The Ripken Experience Myrtle Beach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Lewis Daye II is a financial advisor at Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior experience includes ten years with Wells Fargo Clearing. Outside of his advisory role, he is a residential rental property owner in North Carolina and West Virginia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients.

Jonathan Wormley is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has worked within various Vanguard entities since 2012, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible 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 scale of client relationships through a combination of digital delivery and advisor support.

Alexandria Atkins is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Her prior work history includes roles at Charter Communications, Enterprise, and Chillis. 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 from Wells Fargo Investment Institute and third-party sources.

Chaz Bailey is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before taking on his current role in 2024. Prior to this, he held financial advisor positions at Consolidated Planning, Inc. in 2023 and Northwestern Mutual Wealth Management Company from 2021 to 2023. Chaz focuses on helping clients align their investment strategies with their goals through a collaborative approach centered on understanding and serving their unique needs. His professional experience spans multiple roles in the financial advisory field, providing him with insight into investment consulting and wealth management. Outside of his professional work, Chaz has personal interests that include biking, fitness, running, and swimming.

Charles Walker is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors since 2007 and with Primerica Financial Services since 1997. Outside of his advisory role, he provides notary services in Charlotte. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Jason Brown is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at Equitable Distributors, LLC, AXA Distributors, LLC, Axa Advisors LLC, and Capital Guardian, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Douglas Webb is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, Webb is involved with financial planning activities through various affiliated entities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses model-driven portfolios and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Terrell Hegge is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing Services LLC and Digital Intelligence Systems LLC since 2021. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Brett Stoner is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and the Series 66 license. He has 14 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Brett co-owns a private investment holding company, LYGS Investments, with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.