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.

Stefanie Moxham is a financial advisor at Ameriprise with one year of industry experience. She previously worked at Oriental Bank and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a Premier Retirement Income service that provides written recommendation reports and ongoing, tax-aware advice for clients approaching or in retirement.

William Morgan is a Series 66-licensed financial advisor with seven years of industry experience. He has been with Vanguard Advisers since 2021, following prior roles at Resolute Capital, TruNorth Advisors, and Edward Jones. Morgan is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through platforms like Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach, primarily employing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital delivery model.

Michael Jones is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Morgan Stanley and E*Trade Securities. He 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 uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisor team.

William Jourdan is a financial advisor at Wells Fargo Clearing with a Series 63 designation and less than one year of industry experience. His prior work includes roles at Appalachian State University, Grandfather Golf and Country Club, Lowe's, and Inizios Pizza Napleotana. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.”

Daniel Johnson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes nine years at Vanguard, preceded by three years at Ronald Blue & Company. Outside of his advisory role, Johnson works as a wellness coach and contributes writing to Medium.com. 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 investment approach, utilizing proprietary methodologies to create personalized portfolios predominantly composed of Vanguard funds and ETFs.

Mark Walker is a financial advisor with Ameriprise in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Walker serves on the Board of Directors for the British American Business Council. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, point-in-time recommendations delivered in partnership with client advisors.

Desiree Chandler is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Edelman Financial Engines and Coldwell Banker Realty, where she also works as a residential real estate agent. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers a wide range of customizable portfolios primarily composed of Vanguard funds and ETFs.

Samuel Donathan is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2024, and previously at Wells Fargo Bank from 2020 to 2024. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Ryan Harris is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and eight years of industry experience. His work history includes roles at TIAA, Merrill Lynch, Bank of America, and self-employment before joining Vanguard in 2026. 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 models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with services delivered at scale through a digital platform and a large team of advisors.

Richard Jones is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked with Valor Private Wealth, LLC and LPL Financial LLC, and has experience in both the financial and education sectors. He also held roles at Husson University and managed a personal business under Valor Private Wealth. 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 investment approach featuring proprietary asset allocation models and portfolios constructed largely from Vanguard funds and ETFs.

Shane Hopper is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Vanguard Advisers since 2019 and also holds roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. Vanguard Advisers delivers 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 methodologies to construct tax-aware portfolios mainly composed of Vanguard funds and ETFs.

Phillip Quinn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes positions at Wells Fargo Clearing Services, Pacific Western Bank, and Northwestern Mutual. 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, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with customizable features.

Madison Frye is a Series 66-licensed financial advisor with four years of industry experience, currently with LPL Financial. She previously worked at First Citizens Investor Services, Truist Investment Services, Truist Bank, and SunTrust. Outside of her advisory role, she has registered a sole proprietorship intended for online craft sales on Etsy.com, though it is not yet active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Andrew Maulding is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at various Vanguard entities since 2018 and previously at LifeWay Christian Stores. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that uses proprietary models and largely Vanguard funds and ETFs. The firm is notable for its scale, digital delivery, and focus on retail and plan participant clients.

William Dollar is a financial advisor at Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at multiple firms and organizations, including a brief period as self-employed and work with educational institutions. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily Vanguard funds and ETFs.

Brad Arrington is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His career includes positions at The Vanguard Group, E*TRADE Capital Management, and TIAA. 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 supported by research from Wells Fargo Investment Institute and third-party sources.