Keisha Mc Gowens is a CFP® certified financial advisor with 20 years of industry experience, currently with Vanguard Advisers since 2025. Her prior roles include eight years at TIAA-CREF and over a decade with Vanguard Marketing Corporation. 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 that incorporates proprietary models and a broad range of Vanguard funds and ETFs.

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.

Syed Aamer Shah is a CFP® professional with seven years of industry experience, currently serving at Vanguard Advisers. His career includes prior roles at PrivaCare Private Limited and an earlier tenure with Vanguard Advisers. He holds Series 65 and Series 63 licenses and acts as a guardian for an immediate family member. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and predominantly Vanguard funds and ETFs. The firm’s scale and digital platform support hundreds of thousands of client relationships through more than 2,200 advisors.

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 in Charlotte, NC, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Vanguard firms since 2017, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice through digital and personal advisory services, primarily serving 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, supported by a large team managing a high volume of client relationships.

Ryan Wisner is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has three years of industry experience, all with The Vanguard Group, Inc. prior to which he held various roles including at Utah Valley University and Mountain America Credit Union. Vanguard Advisers provides both 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 using proprietary models and primarily Vanguard funds and ETFs, offering a range of customization options within its large-scale digital platform.

Iris Smith is a CFP®-credentialed financial advisor with Vanguard Advisers, bringing nine years of industry experience. She has worked with Vanguard Advisers since 2021 and has been self-employed in children's entertainment since 2018. Outside of finance, she has performed as a street entertainer at the Carolina Renaissance Festival for over a decade. 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 construct personalized portfolios mainly from Vanguard funds and ETFs, combining digital delivery with a team servicing model.

Kristin Godoy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC since 2020. She has held roles within The Vanguard Group and its affiliates since 2017. Outside of finance, she has been involved in the restaurant industry through Akahana Asian Bistro. Vanguard Advisers offers 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 construct personalized portfolios primarily composed of Vanguard funds and ETFs.

Kelli Scott is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds a Series 66 designation and has worked at Vanguard and its affiliates since 2018, with prior experience at Merrill and Bank of America. Outside of her advisory role, she owns a personal finance coaching business offering seminars and individual sessions. 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 constructed primarily from Vanguard funds and ETFs, emphasizing personalized asset allocation and tax-aware features.

Tj Binkowski is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has previously worked at Narrow Road Asset Management and Edward Jones, among other firms. His background includes six years of service in the U.S. Army. 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 uses a goal-based, algorithm-driven investment approach with portfolios constructed mostly from Vanguard funds and ETFs, offering various customization options and a large scale of client relationships supported by a team servicing model.

Dennis Del Valle is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been employed at The Vanguard Group, Inc. since 2008. Outside of his advisory role, he serves as a baseball umpire for the Wesley Chapel Athletic Association. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach combines goal-based, algorithm-driven strategies using proprietary models, with portfolios mainly composed of Vanguard funds and ETFs.

Joshua Jinks is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Albemarle Corporation, Hilton Hotels & Resorts, and US Grid Wholesale. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Nicholas Blackwood is a Series 66-credentialed advisor at Wells Fargo Clearing with one year of industry experience. He previously worked at Equitable Advisors and has a background that includes involvement in education and music activities. Outside of finance, he is a choir member at Providence United Methodist Church and works as a freelance musician. 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.

Bryant Jackson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently based in Charlotte, NC. He has one year of industry experience, having worked at several Vanguard entities since 2026 and previously with firms including Intertek Testing Services NA, Inc. and Ladenburg Thalmann & Co. Inc. Prior to his advisory career, he was employed at the University of North Carolina at Charlotte and engaged in entrepreneurial activities with Verde Salad Co. 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 using proprietary models, with portfolios constructed largely from Vanguard funds and ETFs and offering various customization options.

Raja Abou Reslan is a CFP® and CFA® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Concord, NC. 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 a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Michael Waldow is a CFP®-certified financial advisor at Vanguard Advisers with 30 years of industry experience. He has worked at firms including InvestLinc Wealth Services and Freedom Family Office, LLC. Vanguard Advisers offers both 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 to construct portfolios mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery.