Desiree Chandler is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Edelman Financial Engines and Coldwell Banker Realty, where she also works as a residential real estate agent. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers a wide range of customizable portfolios primarily composed of Vanguard funds and ETFs.

Samuel Donathan is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2024, and previously at Wells Fargo Bank from 2020 to 2024. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Ryan Harris is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and eight years of industry experience. His work history includes roles at TIAA, Merrill Lynch, Bank of America, and self-employment before joining Vanguard in 2026. 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 approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with services delivered at scale through a digital platform and a large team of advisors.

Richard Jones is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked with Valor Private Wealth, LLC and LPL Financial LLC, and has experience in both the financial and education sectors. He also held roles at Husson University and managed a personal business under Valor Private Wealth. 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 investment approach featuring proprietary asset allocation models and portfolios constructed largely from Vanguard funds and ETFs.

Shane Hopper is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Vanguard Advisers since 2019 and also holds roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. Vanguard Advisers delivers 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 methodologies to construct tax-aware portfolios mainly composed of Vanguard funds and ETFs.

Phillip Quinn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes positions at Wells Fargo Clearing Services, Pacific Western Bank, and Northwestern Mutual. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with customizable features.

Madison Frye is a Series 66-licensed financial advisor with four years of industry experience, currently with LPL Financial. She previously worked at First Citizens Investor Services, Truist Investment Services, Truist Bank, and SunTrust. Outside of her advisory role, she has registered a sole proprietorship intended for online craft sales on Etsy.com, though it is not yet active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Andrew Maulding is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at various Vanguard entities since 2018 and previously at LifeWay Christian Stores. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that uses proprietary models and largely Vanguard funds and ETFs. The firm is notable for its scale, digital delivery, and focus on retail and plan participant clients.

William Dollar is a financial advisor at Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at multiple firms and organizations, including a brief period as self-employed and work with educational institutions. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily Vanguard funds and ETFs.

Ryan Truscio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and G3 Wealth Advisors. Outside of finance, he has experience in the hospitality industry and has worked in education. 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 mostly composed of Vanguard funds and ETFs, with tax-aware and customizable options.

Jeffrey Corser II is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at Sonoco and Roanoke College. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to set personalized asset allocations primarily composed of Vanguard funds and ETFs.

Kyle Rotthoff is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds the Series 63 and Series 65 licenses and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach tailored through proprietary models. The firm manages a large client base with more than 2,200 advisors and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

James McGuire is a financial advisor at Vanguard Advisers with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing and multiple Vanguard entities since 2013. He also serves as a power of attorney for an immediate family member. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines algorithm-driven, goal-based strategies with portfolios primarily composed of Vanguard funds and ETFs, supported by a high client-to-advisor ratio through its digital platform.

Janmall Broome is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors, Broome worked at firms including Wells Fargo Clearing Services, Better Mortgage, and The Vanguard Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.

Jacob Hillyard is a Financial Consultant currently working at Fidelity Investments since 2025. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Planner at Domain Money in 2023, Financial Consultant and Associate Financial Consultant at E*TRADE from Morgan Stanley between 2020 and 2023, and Brokerage Investment Trader at Vanguard from 2019 to 2020. Jacob is a CERTIFIED FINANCIAL PLANNER® Professional, assisting individuals and families in clarifying their financial picture, priorities, and strategy. He focuses on helping clients simplify complex financial decisions and develop a structured approach to achieve their current and future financial goals. Outside of his professional work, Jacob's personal interests include fitness, golf, spending time at the lake, reading, skiing, and traveling.

Viktoria Bunkovsky is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and having 19 years of industry experience. She has worked with various entities affiliated with Equitable and AXA since 2006. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Evan Crook is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Vanguard, he worked at Fidelity Investments and BigFin Capital, among other firms. Outside of his advisory role, Crook is a competitive golfer participating in qualifiers and tournaments. Vanguard Advisers provides 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, utilizing proprietary models to tailor asset allocations, primarily using Vanguard funds and ETFs.

Charles Belk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Based in Charlotte, NC, he is part of a large national firm. 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 solutions supported by more than 23,700 advisors nationwide.

Mary Mc Lendon is a financial advisor with Vanguard Advisers in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard in 2025, she worked at UPS and was self-employed for two years. Vanguard Advisers provides automated and human-supported investment advice primarily 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, offering portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Rex Casey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at The Vanguard Group and Charles Schwab, among others. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.