Chasity Charles is a financial advisor at Vanguard Advisers with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of her advisory role, Charles is vice president of 4C Impact Group, LLC, an apparel company, and president of Culture Compass, a travel influencer venture. 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 build portfolios primarily from Vanguard funds and ETFs, combining digital delivery with extensive advisor support.

William Andrews is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Prior to joining Fidelity in 2025, he worked at TIAA and Thrivent Financial. Outside of finance, he is involved in operating an Asian restaurant in Mooresville, where he handles food orders, serving, and hospitality duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Robert Pawlowski is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill from 2009 to 2022, before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques such as Monte Carlo simulations.

Bryan Pentz is a financial advisor at Vanguard Advisers with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Vanguard since 1999, including roles at Vanguard Advisors, Inc. since 2005. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through automated and human-supported investment advice, offering model portfolios, plan-level managed solutions, and digital delivery with a proprietary goal-based, algorithm-driven approach.

Yuliana Gonzalez Vega is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 63 designation and has previously worked at Keeneland, Relix Bridal, and the University of Kentucky. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Sean Lawrence is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and over 24 years of industry experience. His prior roles include positions at TIAA-CREF and Alight Financial Advisors. He is based in Charlotte, NC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment strategy utilizing proprietary methodologies and primarily Vanguard funds and ETFs, delivering services through a combination of digital platforms and advisor teams.

Delfin Llamas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 16 years of industry experience. His career includes multiple roles at Vanguard Advisers and The Vanguard Group, Inc., as well as a position at TIAA. 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 and offers portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Savannah Simpson is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 registrations and has worked across multiple Vanguard entities since 2023. Her background also includes roles outside financial services, such as employment with Enderly Coffee Company and Goodwill Industries of NWNC. 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 methodologies and primarily constructs portfolios with Vanguard funds and ETFs.

Savannah Susanin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior roles include positions at Humana, Inc. and NBCUniversal, as well as work related to UNC Kenan-Flagler Business School. 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 range of brokerage and advisory solutions supported by research and analytics.

Jacob Dunn is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 66 and Series 63 licenses and having four years of industry experience. Outside of his advisory role, he serves as a guest experience ambassador for Hornets Sports and Entertainment and is involved in guest services with Best Crowd Management. 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 composed of Vanguard funds and ETFs, supported by a large-scale digital delivery model.

Megan Hinson is a financial advisor with Edward Jones in Mooresville, NC. She holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, she spent 19 years at Lowe's Companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Donahue is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. He has been with Vanguard and its affiliated entities since 2018. Prior to that, he held various roles including a position with the Financial Wellness Program at the University of Illinois Extension. 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 employs a goal-based, algorithm-driven investment approach, constructing portfolios mostly from Vanguard funds and ETFs with features such as tax awareness and customization options.

Curtis Hurren is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TIAA and TIAA-CREF. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis in constructing model portfolios. The firm is noted for its use of algorithmic methods, AI-driven research, and its advisory role to multiple registered investment companies.

Kurt Fellinger is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Fellinger serves as a trustee for family investment entities in Chicago, IL, and Davidson, NC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party sources.

Paula Griffin is a Series 66-licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, bringing three years of industry experience. Prior to joining Wells Fargo in 2018, she worked for four years at White Knight Engineered Products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from the Wells Fargo Investment Institute along with third-party data to support investment decisions.

Sara Heiligenthaler is a financial advisor with LPL Financial, holding the Series 66 designation and having one year of industry experience. She previously worked at Eight Eleven Group and Brooksource for three years and has had roles at Spectrum Enterprise and DHFS Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anthony De La Cruz is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, Key Bank, and several other firms. 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, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Matthew Moore is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with The Vanguard Group since 2005. 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 approach to construct personalized portfolios primarily from Vanguard funds and ETFs, leveraging scale and digital delivery to serve hundreds of thousands of clients through more than 2,200 advisors.

Brenda White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as vice president, secretary, and bookkeeper of an automobile dealership. 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 supported by research from the Wells Fargo Investment Institute.

Flint Chandler is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has nine years of industry experience. His prior experience includes roles at AIG Retirement Services, Bank of America, Merrill, and a long tenure at USA Business Brokers. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily with Vanguard funds and ETFs, offering various customization options and tax-aware features.