Max Miller is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental property in Concord, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large network of financial advisors nationwide.

Cory Morris is a financial advisor at Merrill in Charlotte, NC, with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Vanguard Marketing Corporation and Wells Fargo Advisors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Sean Seabolt is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 66 and Series 63 licenses and with eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017, following earlier roles in staffing and hospitality. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, incorporating proprietary research and tools to develop customized recommendations.

Rhamel Brown is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo since 2016. Outside of his advisory role, he is involved in providing training through a local community organization focused on body and mind wellness. 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.

Korel Mack is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 registrations and 12 years of industry experience. Mack has been with Vanguard Advisers since 2019 and is also employed by The Vanguard Group. Outside of advising, Mack works as a contracted driver for Lyft and DoorDash, and has roles as a transcriptionist and apparel designer for companies including Rev.com, Teespring, and Redbubble. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a range of customization options. The firm serves hundreds of thousands of clients through more than 2,200 advisors, emphasizing digital delivery and portfolio management with Vanguard funds and ETFs.

Nicholas Mercer is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at USAA, Fisher Investments, and the Department of the Navy. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, with a focus on scale and digital delivery.

Robert Glick is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with The Vanguard Group since 2016. 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 create personalized portfolios mainly composed of Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Kendall Meyer is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Vanguard Advisers, he worked at TIAA-CREF Individual & Institutional Services and has experience as a self-employed advisor. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Glen Curtis is a CFP® professional with 15 years of experience, currently serving as an advisor at Vanguard Advisers since 2011. He holds a Series 63 designation and is based in Charlotte, NC. His entire advisory career has been with 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 with portfolios primarily constructed from Vanguard funds and ETFs, supported by a high client-to-advisor ratio through its digital platform and team servicing model.

Grant Browne is affiliated with Wells Fargo Clearing and holds a Series 63 designation. He has less than one year of industry experience with prior roles including work at DiSys, PSP Sports, and Edison Prep. He attended Texas Christian University from 2020 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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.

Erik Rouault is a financial advisor at Vanguard Advisers in Charlotte, NC, with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Banker's Life and positions associated with Liberty University. 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 to construct personalized portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a large advisory team serving hundreds of thousands of clients.

Thomas Petersen is a financial advisor at Wells Fargo Advisors in Charlotte, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Wells Fargo Clearing for ten years before joining his current firm in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services covering areas such as retirement, education, risk, and wealth-transfer planning, using proprietary research and planning tools to develop tailored recommendations.

Lara Furlong is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. Her career includes roles at Merrill, LPL Financial, Morgan Keegan, and Banc of America Investment Services. 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 a combination of brokerage and advisory solutions supported by research and analytics.

Brent Greene is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2011. Outside of his advisory role, Greene acts as a full agent for an immediate family member’s investment matters. 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 and manages portfolios largely composed of Vanguard funds and ETFs, combining digital delivery with a large advisory team.

Scott Weynand is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Vanguard Advisers since 2016 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Weynand is based in Charlotte, NC. 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 investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

Mario Conelly is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors, LLC, Axa Equitable, and Mass Mutual Investors Services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model-based advisory approach implemented through third-party sponsors and discretionary portfolio management, providing a range of investment options and ERISA fiduciary services.

Veronica Joe is a financial advisor at Vanguard Advisers with four years of industry experience. She holds the Series 66 designation and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022. Prior to this, she spent 13 years at First Data/Remitco. 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 built largely from Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.

Anthony Jarrett is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at Merrill, Bank of America, Amazon, and multiple positions within The Vanguard Group. He also worked at Thomas Edison State University for three years. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven investment approach that primarily uses Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships with over 2,200 advisors.

Antonio Mcdonald is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Watlow, and was involved with the Columbia Housing Authority's Moving Ahead Program. Outside of his advisory role, he has a 50% ownership stake in a bar and lounge called Big Money's Lounge. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets through a large network of advisors and provides both brokerage and advisory solutions.

Kyle Flanary is a CFP®-designated financial advisor with Vanguard Advisers in Charlotte, NC, bringing 18 years of industry experience. He has been with Vanguard Advisers since 2015 and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2007. Outside of his advisory role, he manages a rental property business through K-Squared Properties, LLC. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, combining digital delivery with a large advisory team to serve a broad client base.