Michael High is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and having 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and concurrently has been employed at Harris Teeter as a fresh foods clerk and baker since 2001. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research and analytics.

Matthew Czerw is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has been with The Vanguard Group since 2022, with prior roles at DoorDash, Instacart, Chubb, Northwestern Mutual, and the University of South Carolina. 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 set personalized asset allocations, managing a large digital platform with over 2,200 advisors.

Gregory Adams is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2013. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. Adams is a member of the Finance Committee for Holy Angels in Belmont, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven asset allocation with a portfolio construction focused on Vanguard funds and ETFs, delivering services at large scale through a digital platform and a team advisory model.

Jeffrey Kindley is a CFP® with six years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked with The Vanguard Group and its affiliated entities since 2020 and previously held a position with the City of Boca Raton. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and mostly Vanguard funds and ETFs to construct personalized portfolios.

Nalbi Erdogan is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2018, following roles at HSBC Bank USA and HSBC Securities. Vanguard Advisers provides both automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with various customization options.

Robin Miller is a CFP® with 18 years of industry experience, currently with Vanguard Advisers. His prior experience includes roles at PricewaterhouseCoopers, LPL Financial, and running his own advisory firm. He serves on the board of the Washington Women's in Insurance and Financial Services, a nonprofit organization. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and over 2,200 advisors.

Brendan Friss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked in various roles including positions at Robert Half Staffing Agency, Charlotte Marketing Consultants, and Carolina Construction Products. Outside of his advisory work, he operates a sole proprietorship building and selling furniture. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Christopher Madeira is a CFP® with 15 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2011. He is based in Charlotte, NC, and holds the Series 63 designation. Outside of his advisory role, Madeira is involved in rental property investment as a landlord in Charlotte and Hilton Head Island. Vanguard Advisers offers 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 asset allocations, focusing largely on Vanguard funds and ETFs with tax-aware and customizable strategies.

Kallen Busker is a financial advisor at Vanguard Advisers with a Series 66 designation and six years of industry experience. He has worked at Vanguard since 2022 and previously at Edward Jones and as a self-employed advisor. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs. The firm manages a large client base through its digital platform combined with advisor service teams.

Zachariah Hamilton is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 licenses. Outside of his advisory role, he serves as a coach at the U.S. National Whitewater Center, teaching basic whitewater maneuvers, navigation, and safety. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to construct portfolios largely composed of Vanguard funds and ETFs.

Michael Mcmanus is a financial advisor at Vanguard Advisers in Charlotte, NC, holding the CFP® and CFA® designations with 12 years of industry experience. He previously worked at Rockland Trust Co., Eagle Strategies (NY Life), and LPL Financial. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, with options for tax optimization and customization.

Caroline Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Shelden Flowers is a Series 66-credentialed financial advisor with three years of industry experience, currently with Edward Jones in Harrisburg, NC. His prior work includes roles at New York Life Securities and various positions in the automotive sector. Outside of financial advising, he is the founder and CEO of MagnaMat Magnetic Rug Locks, an Amazon-based product business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Scott Drahzal is a CFP® with 27 years of industry experience, currently serving at Vanguard Advisers since 2002. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 1999. He is president of his local homeowners association board. 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 to asset allocation and portfolio construction, primarily using Vanguard funds and ETFs.

Sarah Hind is a CFP® with 22 years of industry experience and has been with Vanguard Advisers in Charlotte, NC since 2010. She also holds a Series 66 license and has worked concurrently with Vanguard Marketing Corporation and The Vanguard Group, Inc. during her tenure. 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 models to construct portfolios mainly from Vanguard funds and ETFs, offering various customization options including tax-aware strategies and ESG exposure.

Daniel Richardson is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial and Liberty Life Assurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a broad range of topics and allows clients to combine planning with managed-account services through its WealthPlan program.

Yanan Liu is a financial advisor at Vanguard Advisers with five years of industry experience. She holds the Series 66 and Series 63 designations and has worked at multiple entities within The Vanguard Group since 2025, following prior roles including time at Thrivent Investment Management and the Impression Cultural Arts Center. 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 with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Catherine Stewart is a CFP® professional with 18 years of industry experience, currently serving at Vanguard Advisers since 2012. She holds the Series 66 designation and is based in Charlotte, NC. Outside of her advisory role, she acts as Co-Trustee for her mother's revocable trust. 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 using proprietary models to tailor asset allocations across various savings goals, primarily utilizing Vanguard funds and ETFs.

Ethan Fesperman is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Wells Fargo Clearing in 2018, he worked at Rink & Robinson, PLLC and Associate Staffing. Outside of his financial career, he also serves as an assistant golf professional at River Oaks Golf Club, where he has been involved for over a decade. 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 leveraging research from Wells Fargo Investment Institute and third-party data sources.

Charles Thomas is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. He previously worked at Edward Jones from 2016 to 2019 and also has experience at Central Piedmont Community College. 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 through a large network of advisors.