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.

Nathan Campbell is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 66 and Series 63 licenses and has been with Vanguard since 2019 in various roles. Outside of his advisory work, he is a contracted driver for ride-sharing services Uber and Lyft. 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 set personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs with tax-aware and customization features.

Pierre Marquina is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 registrations and three years of industry experience. Before joining Vanguard Advisers in 2025, he was self-employed and owned a tattooing business. He has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2022. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach primarily composed of Vanguard funds and ETFs. The firm manages a large client base with over 2,200 advisors, combining digital delivery with team servicing.

Michael Roeder is a Series 66-registered financial advisor with Vanguard Advisers based in Charlotte, NC. He has been with Vanguard and its affiliated entities since 2026 and previously worked in roles at Sphera Solutions Inc and Environmental Resources Management. 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 mainly composed of Vanguard funds and ETFs, offering a range of customization options and tax-efficient features.

Rita Bliven is a financial advisor with Edward Jones in Kannapolis, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining Edward Jones in 2020, she worked at First Citizens Investor Services and First Citizens Bank. She is also involved in self-publishing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Poteet is a CFP® professional with 19 years of industry experience, currently serving at Vanguard Advisers since 2025. He has been associated with The Vanguard Group and its marketing division since 2014. He holds a fiduciary trustee role for a family investment trust. Vanguard Advisers offers a combination of 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 constructs portfolios primarily from Vanguard funds and ETFs.

Nicholas Baker is a financial advisor at Vanguard Advisers in Charlotte, NC, with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at The Vanguard Group since 2018. His prior experience includes roles at OneMain Financial, Lowe's, and East Coast Pyrotechnics, as well as teaching positions at Winthrop University and York Technical College. 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 approach with portfolios mainly composed of Vanguard funds and ETFs, offering various customization options and serving a large client base through a digital platform and team model.

Erica Hamilton is a CFP® with 21 years of industry experience, currently serving at Vanguard Advisers since 2012. She has been affiliated with The Vanguard Group and its related entities since 2004. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with personalized asset allocations primarily using Vanguard funds and ETFs.

William Harvey III is a CFP®-certified financial advisor with Vanguard Advisers, based in Charlotte, NC, and has 29 years of industry experience. He has been with The Vanguard Group since 1995 and previously worked at Myers Park Country Club for five years. Harvey also serves as a trustee for family member trusts. 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 with portfolios constructed primarily from Vanguard funds and ETFs, offering a combination of digital delivery and advisor support.

Derek Coffren is a financial advisor with Cambridge Investment Research Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes positions at Cambridge Investment Research Advisors since 2017 and prior roles with Ameritas Investment Corp. and Capital Choice Financial Services. Outside of his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutions, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple portfolio management options, including proprietary models and access to third-party strategists, with flexible implementation across various platforms.

Janice Lowrance is a Series 66-credentialed financial advisor with Edward Jones in Mooresville, NC, where she has worked since 2007. She has 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

William Crane is a Planning Consultant at Fidelity Investments. He joined the firm in 2024 and has held positions including Financial Representative and Relationship Manager before his current role. He focuses on providing clients with financial clarity and supports them in achieving long-term success through personalized planning. His approach integrates analytical analysis and empathetic client engagement to navigate complex financial situations. William emphasizes understanding each client's unique circumstances to align strategies with their priorities. Outside of his professional responsibilities, William enjoys activities such as golfing, tennis, table tennis, traveling, and exploring culinary experiences.

Charles Kincaid is a financial advisor at Edward Jones in Harrisburg, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for the Federal Bureau of Investigation for 14 years. Edward Jones is a full-service 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 discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Simeon Hill is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Park Avenue Securities, and Westshore Financial Group. Hill is the owner of The SJH Group LLC, a holding company established for potential future real estate ventures. 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 models to construct portfolios primarily from Vanguard funds and ETFs, serving a large client base with a combination of digital delivery and advisor support.

Christopher Carr is a CFP®-certified financial advisor with 27 years of industry experience, currently with Vanguard Advisers. His prior roles include positions at Citizens Securities, Inc. and TIAA-CREF. He is based in Charlotte, NC. Vanguard Advisers provides 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 approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Camisha Anderson is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and five years of industry experience. She has been with The Vanguard Group since 2021. Previously, Camisha held roles at Wells Fargo Clearing, RHI General Group, and the University of Tennessee at Chattanooga. 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 approach featuring proprietary glide-path methodology and portfolios primarily constructed from Vanguard funds and ETFs.

Rafael Diaz is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at The Vanguard Group, Inc. since 2014. Outside of his primary role, he serves as an authorized agent on family members' investment accounts. 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 models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.