Christopher Diskin is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Edelman Financial Engines, LPL Financial LLC, TIAA, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Justin Tamayo is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Vanguard, he worked at SolarWinds and Dexian Disys, among other roles. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs with various tax-aware features.

Casey Sanchez is a financial advisor at Vanguard Advisers with two years of industry experience and holds a Series 66 designation. Prior to joining Vanguard Advisers in 2026, Sanchez worked at Coinbase Inc. and Bank of America Corporation. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

John Walker is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His background includes roles at Amazon and multiple self-employed positions. Outside of advising, he has engaged in freelance copywriting, voiceover work, food delivery, and pet sitting. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach with portfolios built largely from Vanguard funds and ETFs, combining scale with digital delivery through a team servicing model.

Walter Bay is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with The Vanguard Group since 2013. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and mainly Vanguard funds and ETFs to create personalized portfolios.

Jaron Jefferis is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2013. 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 with personalized asset allocations, primarily using Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisory teams.

Shaun Riley is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Bank of America and The Vanguard Group. Outside of his advisory work, he has worked as a driver for Lyft, Uber, and Amazon in a consulting capacity. 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, institutions, and charitable organizations.

Megan Bolt is a financial advisor at Merrill with Series 63 and Series 66 registrations and two years of industry experience. She has held prior roles at Transamerica Investors Securities, The Vanguard Group, and First Citizens Bank. Outside of her advisory work, she operated a business called Bolt Boutique from 2022 to 2025. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Jamai Grant is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked at Vanguard in various capacities since 2022, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to joining Vanguard, he held positions at UBS Financial Services, Inc., along with diverse experience in other industries. 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 investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various customization options.

Keisha Mc Gowens is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2025. She previously worked at TIAA-CREF from 2017 to 2025 and held roles within Vanguard Marketing Corporation and its affiliates from 2006 to 2017. 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 portfolio construction, primarily utilizing Vanguard funds and ETFs, with options for tax-aware strategies and customization.

William Graupensperger is a CFP® with over 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2005. He holds a Series 63 license 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. The firm employs a goal-based, algorithm-driven approach, using proprietary methodologies to set personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Lauren Nisbett is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 designations and 10 years of industry experience. She has been with Vanguard-affiliated firms since 2015, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team service model.

Alex Strittmatter is a CFP® and holds a Series 66 designation with four years of industry experience. He currently works with Vanguard Advisers and its parent company, The Vanguard Group Inc., where he has been employed since 2022. Prior to joining Vanguard, he worked in the hardware and construction sectors. 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 mainly constructed from Vanguard funds and ETFs, combining scale and digital delivery to serve a large client base.

Adam Beason is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Digital Intelligence Systems, Walmart, and UPS. 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, relying on research and analytics to guide investment decisions.

Dailen Rogers is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and having one year of industry experience. Prior to joining Vanguard, Rogers has held various roles including positions at Amazon, Randstad, and Charter Communications. Outside of financial advising, Rogers works as a contracted driver for Lyft and a delivery provider for Amazon Flex, and also coaches basketball at Kyrene Centennial Middle School. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach to portfolio management, utilizing proprietary methodologies and predominantly Vanguard funds and ETFs.

Kurt Engelhardt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, TIAA-CREF, and PNC Investments. He is also a certified notary public based in Mooresville, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research, model portfolios, and access to various investment strategies.

Syed Aamer Shah is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at PrivaCare Private Limited for seven years before joining Vanguard in 2025. Shah also holds a fiduciary role as a guardian for an immediate family member. Vanguard Advisers offers 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 proprietary models to construct portfolios primarily using Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Jennifer Astles is a financial advisor with Raymond James Financial in Concord, NC, holding Series 63 and Series 66 designations. She has 20 years of industry experience, including 13 years at Wells Fargo Advisors and over six years with Raymond James and Pinnacle Bank/Pinnacle Financial Partners. Astles also works as an associate at Pinnacle Asset Management, supporting financial advisors and client services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs in municipal and public finance as well as employer retirement plans.

Kyle Bradley is a financial advisor with Vanguard Advisers, holding a Series 66 credential and 10 years of industry experience. He has worked at Vanguard and Fidelity in various advisory and brokerage roles since 2015. His background includes experience at Texas Tech University. Vanguard Advisers provides investment advice through automated and human-supported services, primarily serving retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven approach.

Andrew Gaither is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 9 years of industry experience. He has been with Vanguard Advisers since 2019 and also has roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. Gaither previously worked at Omni Hotels and Resorts. 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 and principally employing Vanguard funds and ETFs. The firm manages a large number of client relationships through a combination of digital platforms and advisor teams.