Hugh Christian is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 20 years of industry experience. He has been with Vanguard Advisers since 2017 and is also affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation. Additionally, he serves as a trustee for an immediate family member's investment trust. 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 portfolios primarily composed of Vanguard funds and ETFs, supporting a large client base through its digital platform and team servicing model.

Mark Thomas is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, OneAmerica Securities, and W&S Brokerage Services. Thomas serves as a board member for Cabarrus Area Crime Stoppers and is a commissioned notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Marcia Willis is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing four years of industry experience. She has been with Vanguard-affiliated entities since 2021 and previously worked at Winthrop University. Outside of her advisory role, she is an owner of a rental property investment in Oak Island, NC. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Roberto Gonzalez Vigil is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with The Vanguard Group, Inc. since 1999. 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 and offers portfolios constructed mainly from Vanguard funds and ETFs, with options for tax awareness and customization.

Jason Lindley is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers since 2015. He has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2010. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base using a combination of proprietary modeling and Vanguard fund products.

Rodney Russell is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes IPS-driven processes tailored to plan objectives and offers a broader range of financial product options than many large institutional advisers.

Tamala Harris is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Vanguard since 2013 and also owns Mastering Your Inner Self LLC, where she provides life coaching. Prior to that, she spent seven years with Dream Building Coaching. Vanguard Advisers offers 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 investment approach with portfolios constructed largely from Vanguard funds and ETFs, emphasizing scalable digital delivery and a range of customization options.

Anna Greer is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Vanguard Advisers since 2020 and has also been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016. Vanguard Advisers offers 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 mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery.

Vincent Princiotta III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Vanguard Advisers since 2019 and has worked within various Vanguard entities since 2018. Vanguard Advisers delivers automated and human-supported investment advice through digital platforms and personal advisory services, focusing primarily on 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, offering features such as tax-aware strategies and customization options.

Ryan Shoaf is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2020. His prior experience includes roles at TIAA-CREF and Axa Advisors. He also acts as a trustee for a family irrevocable trust. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Julia Ferrintino is a financial advisor at Vanguard Advisers with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Vanguard-affiliated firms since 2010, including Vanguard Marketing Corporation and THE Vanguard Group, Inc. She is based in Charlotte, NC. Vanguard Advisers provides investment advice through both automated and human-supported services to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, and serves a large client base with its digital delivery platform.

Scott Marker is a CFP® with 20 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked at The Vanguard Group since 2006 and is also involved in sports coaching as a basketball coach at Gold Hill Middle School. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services, 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, and it manages one of the largest client bases with a combination of digital platforms and advisor teams.

William Morgan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has been with The Vanguard Group since 2021 and previously worked at Resolute Capital, TruNorth Advisors, Edward Jones, and other firms. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs alongside tax-aware and customization features.

Michael Jones is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Morgan Stanley and E*Trade Securities LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Diane Hansen is a CFP® with 16 years of industry experience currently serving at Vanguard Advisers since 2014. She has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2010. Outside of her advisory role, she acts as an authorized agent for investment-related matters on behalf of her two sons. Vanguard Advisers provides both 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 proprietary methodologies and mostly Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

Carolyn Keyes is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has been with The Vanguard Group since 2022 and previously worked in various roles including at Purdue University and Distinctive Rental Properties. 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 approach using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Hamid Akbarnataj is a Wealth Management Advisor with extensive experience in compliance, management, and client relationship fostering within the financial services industry. He works with a primary focus on customized insurance, estate, and wealth management planning strategies, aiming to assist clients in identifying the purpose of their wealth and implementing disciplined, forward-looking approaches to grow and preserve intergenerational wealth. Hamid holds a Bachelor's Degree from the California State University System and has earned professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He is an active member of the Financial Planning Association. Beyond his professional work, Hamid is involved in community organizations such as Children for Change and the Glenwood School Foundation.

Daniel Johnson is a CFP®-designated financial advisor with Vanguard Advisers, bringing 13 years of industry experience. He has worked with Vanguard since 2017 and previously spent three years at Ronald Blue & Company. Outside of his advisory role, Johnson works as a wellness coach and contributes as a writer for Medium.com. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Matthew Gorham Jr. is a Series 66 licensed financial advisor with Merrill in Charlotte, NC, with four years of industry experience. His prior work includes roles at Bank of America and Drivetime. Merrill, along 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 institutional investors.