Michael Bryant is a financial advisor at Vanguard Advisers based in Charlotte, NC, with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF and Teachers Insurance Annuity Association before joining Vanguard in 2026. Vanguard Advisers delivers investment advice through a combination of 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 and manages portfolios primarily using Vanguard funds and ETFs.

Steven Prescott is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Honeywell International, Hewlett-Packard Financial Services, and Discovery Education. Outside of his advisory role, Prescott is the owner and coach of Play Ball Athletic Training, LLC, a sports training and coaching business. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard 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 models and offers portfolios built mainly from Vanguard funds and ETFs, with customization features including tax efficiency and ESG options.

Fred Kauffman is a financial advisor at Vanguard Advisers with 21 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TIAA-CREF and Tiaa for 14 years before joining Vanguard in 2025. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and team servicing model.

Anthony Allen is a CFP®-certified financial advisor with 17 years of industry experience, currently with Vanguard Advisers in Charlotte, NC. He has been with The Vanguard Group since 2013, following brief tenures at J.P. Morgan Securities and Chase Investment Services Corp. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary modeling and largely Vanguard-based funds. The firm is notable for its scale, digital delivery platform, and focus on retail and plan participant clients.

Brian Partridge is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds a Series 66 designation and has been with Vanguard since 2018. Outside of his advisory role, he is the owner of several retail and service businesses, including Granite Creek Boxes, LLC, and Rey's Reflector Ovens, LLC, as well as an author with Granite Creek Boxes Publishing. 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, utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team model.

Nathan Friesz is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to his advisory role, he worked at Bank of America and has several years of experience in the food service industry. 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, high-net-worth clients, and institutional investors.

Brian Bailey is a CFP® professional with 28 years of experience in the financial industry, currently serving at Vanguard Advisers since 2019. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 1998. 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 that incorporates proprietary models and primarily utilizes Vanguard funds and ETFs.

Philip Coleman is a CFP® professional with 27 years of experience in the financial industry. He has been with Vanguard Advisers since 2012 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. in various roles since 1999. He is based in Charlotte, NC. Vanguard Advisers delivers 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, constructing portfolios mainly from Vanguard funds and ETFs with features such as tax-awareness and customization options.

James Forker V is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 designations and has nine years of industry experience, including roles at The Vanguard Group and prior experience at Elon University. Outside of his advisory work, he is also engaged in dog walking and dog sitting services. Vanguard Advisers offers 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 asset allocation, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.

Kevin Fogg is a financial advisor at Fidelity with Series 63, 65, and 66 designations and four years of industry experience. His prior work includes positions at The Vanguard Group, Cardinal Financial, and New Rez, as well as a lengthy tenure at Macy's Inc. from 2003 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Marshall Ward is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved with JFL Enterprises Inc d/b/a Failure Free Reading from 2011 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Peter Mcchesney III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 registrations. He has three years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group. Outside of finance, he has worked in various service and education roles, including positions at Elon University and The Harborside Inn. 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 using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Timothy Ellis II is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 65 designations and has 12 years of industry experience, all with The Vanguard Group 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 investment approach using proprietary models and offers diversified portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors.

Michelle Boyer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding the CFP® designation along with Series 66 and Series 63 licenses. She has 12 years of industry experience, including roles at USAA financial planning services and USAA Investment Management Company prior to joining Vanguard in 2018. Outside of her advisory work, she serves as executor of a family estate and owns a tax preparation business. Vanguard Advisers provides both automated and supported investment advice to retail investors and retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes proprietary models to establish personalized asset allocations. The firm manages a large client base with a mix of digital platform services and human advisors, focusing primarily on retail and plan participant markets.

Arlene Lewis Leader is a financial advisor at Vanguard Advisers with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF and Alight Financial Solutions. Leader is based in Charlotte, NC. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering both automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, with portfolios primarily composed of Vanguard funds and ETFs.

Ronald Smith is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 licenses and 48 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1978. Outside of his advisory role, he owns and manages a commercial financial services rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide spectrum, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and additional affiliated services.

Joseph Russell is a financial advisor with Equitable Advisors in Huntersville, NC, holding Series 66 and Series 63 licenses. He has one year of industry experience, including prior roles at DoorDash, NYLIFE Securities LLC, and New York Life. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through Investment Adviser Representatives and third-party asset managers.

Jayson Allsbrook is a financial advisor with Vanguard Advisers in Charlotte, NC. Holding a Series 66 designation, he has seven years of industry experience, including roles at The Vanguard Group since 2018 and Heritage Wealth Advisors in 2017. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services to retail investors and employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base with a combination of technology and advisor support.

Joshua Norton is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Vanguard Marketing Corporation, The Vanguard Group, and Charles Schwab, among other firms. 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 uses a goal-based, algorithm-driven approach to set personalized asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

Benjamin Shbeeb is a financial advisor at Edelman Financial Engines based in Huntersville, NC, holding a Series 65 designation. He has been with Edelman Financial Engines since 2026 and has prior experience operating two businesses, Create to Connect LLC and Shbeeb Weddings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and long-term investment strategies.