Bryan Welborn is a CFP® and ChFC® professional with 19 years of experience in the financial industry. He has worked at The Vanguard Group, Inc. since 2020 and previously spent 13 years at TIAA-CREF. Vanguard Advisers provides both 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 primarily Vanguard funds and ETFs. The firm manages a large client base with over 2,200 advisors, combining digital delivery and team servicing.

Kathryn Burgett is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with Vanguard and its affiliates since 2014, including roles at Vanguard Marketing Corporation. Kathryn also has experience with Sanara Travels. Vanguard Advisers provides both automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm offers goal-based, algorithm-driven portfolio management using Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery model.

Nathaniel Berning is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 registrations with five years of experience at Vanguard affiliates and prior roles in education and retail. His background includes positions at The Vanguard Group, Vanguard Marketing Corporation, Kroger, and the University of Lynchburg. 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 create personalized asset allocations primarily composed of Vanguard funds and ETFs, supported by a large digital platform with over 2,200 advisors.

Brian Davis is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. He has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2012. Based in Charlotte, NC, Davis holds the Series 63 designation in addition to his CFP® credential. Vanguard Advisers offers both automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, providing various customization options and tax-aware features.

Michael Dalton is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Vanguard Advisers since 2021 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory role, he has work history that includes positions at Elon University and involvement with Metro Landmarks LLC and Carmel Country Club. 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 with proprietary models to create personalized portfolios primarily consisting of Vanguard funds and ETFs, and it serves a large client base through a combination of digital platforms and advisor support.

Lauren Ingram is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. She previously worked at Wells Fargo Securities, LLC and Wells Fargo Advisors LLC from 2012 to 2025 before joining Vanguard in 2026. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Christopher Davis Slade is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds a Series 63 license and operates out of Charlotte, NC. His entire recorded career has been with The Vanguard Group, Inc. Vanguard Advisers offers automated and human-supported investment advice through its 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 approach to portfolio construction, utilizing Vanguard funds and ETFs, with tax-aware features and customization options.

James Wilson Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he has held various roles including positions at Snap One and multiple country clubs. Outside of his advisory work, Wilson contracts as a soccer official for adult, youth, and collegiate games. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Andrew Ordemann is a CFP® professional with 20 years of experience in the financial industry, currently with Vanguard Advisers. He has worked at The Vanguard Group since 2006 and has prior experience in real estate investment and brokerage. He is also licensed as a real estate agent, contracting with Coldwell Banker in a part-time capacity. Vanguard Advisers offers automated and human-supported investment advice to retail investors and 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 advisor teams.

Samuel Bruns is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with The Vanguard Group and its affiliate Vanguard Marketing Corporation since 2016. Vanguard Advisers provides investment advice through both digital and human-supported services to retail investors and participants in employer-sponsored retirement plans. The firm emphasizes a goal-based, algorithm-driven approach utilizing proprietary models to personalize asset allocations, primarily using Vanguard funds and ETFs.

Charles Higdon is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation with 12 years of industry experience. He previously worked at LPL Financial for 19 years before joining Equitable Advisors in 2026. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

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.

Stephen Repak Jr. is a CFP® professional at LPL Financial with 27 years of industry experience. His prior roles include positions at Sagepoint Financial, OSAIC, and Aegis Capital. He is also an author through Repak Enterprises, a non-investment related business he operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by advanced research and operational tools.

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.

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.

Allen Maupin is a Series 66 licensed financial advisor with Edward Jones, based in Lake Park, North Carolina. He has 10 years of industry experience, all with Edward Jones since 2016. Maupin is also a general partner in Kickapoo Farms, a real estate venture in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.