Heath Prior is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 13 years before joining Cambridge in 2022. He is also the president and owner of Prior Wealth Planning, a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of account platforms and proprietary model strategies supported by a large network of financial professionals.

Edwin Gresham is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors Inc. since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides a range of advisory programs and consulting services.

James Sadleir is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2021. Prior to that, he worked at Drive Wealth Advisers and held positions outside the financial sector. 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 proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Brandon Schlesinger is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He joined The Oberheide-Schlesinger Group in 2007 following the completion of an intensive wealth management analyst program. In his role, Brandon leads the group's efforts in third-party asset manager selection, due diligence, and performance measurement, in addition to overseeing operational and compliance matters for the team. Prior to his current position, Brandon was a Senior Vice President and Alternative Investments Director at Morgan Stanley Private Wealth Management. He holds a Bachelor of Arts degree in mathematical economics from DePaul University and maintains several FINRA licenses including Series 7, 66, 3, and 31. Brandon also holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations.

Bryce Moritz is a Financial Advisor with Merrill Lynch Wealth Management. He holds a bachelor's degree in Mathematics with a minor in Business Administration from Clemson University. Bryce grew up in northern Maryland and has a background that includes a variety of family experiences. Bryce specializes in creating personalized financial plans that address clients' unique goals, including college education planning, family wealth management, retirement income strategies, and legacy planning. He emphasizes tax minimization strategies and aims to develop tailored and adaptable plans that grow with his clients' needs. In addition to holding the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations, Bryce enjoys sports such as basketball, chess, football, golfing, and tennis, as well as watching movies. His approach involves understanding what matters to clients and their families to assist in pursuing their financial objectives.

Charles Ball is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2007. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Jonathan Dean is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and five years of industry experience. He has held multiple roles within Vanguard and has been self-employed in various capacities since 2018. Outside of his advisory work, he contracts as a marketing and geofencing strategist for a marketing agency. 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, offering tax-aware and customizable investment options at scale through digital delivery and a large team of advisors.

William Dagit Jr. is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 designation and 24 years of industry experience. He has worked previously at Royal Alliance Associates, Inc. and Lakeside Financial Services, LLC, where he also serves as a managing member. In addition to his advisory roles, he operates a sole proprietorship providing tax consultation and preparation services. OSAIC Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a range of programs including comprehensive financial planning, advisor-managed portfolios, and third-party money manager options.

Matthew Hepner is a financial advisor with Vanguard Advisers, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Vanguard Advisers since 2021 and previously worked at Bird from 2018 to 2020. Hepner is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 and offers portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a digital delivery and team servicing model.

Matthew Pritchard is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has been with Vanguard and its affiliates since 2026 and has prior experience in retail and self-employment roles. 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 set personalized asset allocations and manages portfolios largely composed of Vanguard funds and ETFs.

Henry Ighile is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and four years of industry experience. Outside of his advisory role, he is involved as a sales agent with Genesis Auto Broker, LLC, an auto brokerage firm. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, employing proprietary methodologies to personalize asset allocations using predominantly Vanguard funds and ETFs.

Julian Busby is a financial advisor at Vanguard Advisers with 25 years of industry experience. He holds the Series 66 designation and has worked previously at United Planners' Financial Services and Carolina Financial Partners. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations and primarily invests through Vanguard funds and ETFs.

Sarah Frimel is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Sarah has a beneficial interest in a family-owned real estate LLC but does not have an active role in its operations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samnang Huot is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to this, he worked for Best Buy for five years. 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.

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 at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations. He has less than one year of industry experience and previously attended Roanoke College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. 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, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily utilizes model-driven investment strategies and provides access to third-party asset managers, financial planning, and a range of 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.