Chris Evans is currently the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to develop comprehensive financial plans tailored to their unique goals, focusing on building deep relationships to understand their family's objectives and needs. Prior to joining Fidelity Investments, Chris served as a Senior Financial Advisor at Vanguard Group from 2017 to 2024. His professional experience centers on wealth planning and financial advisory services. Outside of his professional responsibilities, Chris has an interest in gardening.

Zachariah Hamilton is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 licenses. Outside of his advisory role, he serves as a coach at the U.S. National Whitewater Center, teaching basic whitewater maneuvers, navigation, and safety. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to construct portfolios largely composed of Vanguard funds and ETFs.

Michael Mcmanus is a financial advisor with Vanguard Advisers in Charlotte, NC, holding the CFP® and CFA® designations with 12 years of industry experience. His work history includes roles at The Vanguard Group, Rockland Trust Co., Eagle Strategies (NY Life), and LPL Financial. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, supporting a large client base through a combination of digital platforms and a team servicing model.

Shelden Flowers is a Series 66-credentialed financial advisor with three years of industry experience, currently with Edward Jones in Harrisburg, NC. His prior work includes roles at New York Life Securities and various positions in the automotive sector. Outside of financial advising, he is the founder and CEO of MagnaMat Magnetic Rug Locks, an Amazon-based product business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Scott Drahzal is a CFP® with 27 years of industry experience, currently serving at Vanguard Advisers since 2002. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 1999. He is president of his local homeowners association board. 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 asset allocation and portfolio construction, primarily using Vanguard funds and ETFs.

Steven Echenique is a financial advisor at Edward Jones in Charlotte, NC, with seven years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2018, following six years at The Kenrich Group LLC. Outside of his advisory role, he is a co-owner of a furniture staging franchise and assists with bookkeeping and logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Sarah Hind is a CFP® with 22 years of industry experience and has been with Vanguard Advisers in Charlotte, NC since 2010. She also holds a Series 66 license and has worked concurrently with Vanguard Marketing Corporation and The Vanguard Group, Inc. during her tenure. 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 approach with proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering various customization options including tax-aware strategies and ESG exposure.

Yanan Liu is a financial advisor at Vanguard Advisers with five years of industry experience. She holds the Series 66 and Series 63 designations and has worked at multiple entities within The Vanguard Group since 2025, following prior roles including time at Thrivent Investment Management and the Impression Cultural Arts Center. 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 constructed from Vanguard funds and ETFs.

Catherine Stewart is a CFP® professional with 18 years of industry experience, currently serving at Vanguard Advisers since 2012. She holds the Series 66 designation and is based in Charlotte, NC. Outside of her advisory role, she acts as Co-Trustee for her mother's revocable trust. 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 to tailor asset allocations across various savings goals, primarily utilizing Vanguard funds and ETFs.

Brandon Badik is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, having worked at various Vanguard entities since 2025. His prior work includes roles outside the financial industry and at academic institutions. 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 and manages portfolios primarily composed of Vanguard funds and ETFs, emphasizing scale and digital delivery through a large advisory team.

Alejandro Navarro is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America before joining Vanguard in 2026. Navarro is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary models and portfolios constructed mainly from Vanguard funds and ETFs.

William Hayes III is a CFP® professional with 26 years of industry experience, currently serving at Vanguard Advisers since 1999. He holds the Series 63 designation and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations, primarily employing Vanguard funds and ETFs, and supports a large client base through a combination of digital platforms and advisor teams.

Keith Sojak is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Vanguard-affiliated entities since 2011. Based in Charlotte, NC, he has been with Vanguard Advisers since 2026. 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 approach to create personalized portfolios largely composed of Vanguard funds and ETFs, combining digital scalability with human advisor support.

Sarah Fremin is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at The Vanguard Group, Inc. and Robert Half, as well as an office assistant position at Sheri L Major CPA, Inc. 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 primarily constructs portfolios from Vanguard funds and ETFs, offering a broad range of customization options.

Michael Sansone is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group since 2013. Vanguard Advisers provides both 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 largely constructed from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Michael Crawford is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and positions at the University of South Carolina. Vanguard Advisers provides both 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 investment approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Brooke Schneider is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked previously in diverse roles including positions at Vanguard Marketing Corporation and The Vanguard Group, as well as in educational and entrepreneurial settings. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its digital platform and team servicing model.

Matthew Fleming is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He has been associated with The Vanguard Group and its related entities since 2006. Fleming 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 approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base.

Ian Penny is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2018. Prior to his career in financial services, he worked in event management and academic support roles at Guilford College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop recommendations delivered through discrete planning engagements.

Christopher Richard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2012. He has been associated with The Vanguard Group and its related entities since 2007. Vanguard Advisers provides automated and human-supported investment advice primarily to 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 through its digital platform combined with a team servicing model.