Dailen Rogers is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and having one year of industry experience. Prior to joining Vanguard, Rogers has held various roles including positions at Amazon, Randstad, and Charter Communications. Outside of financial advising, Rogers works as a contracted driver for Lyft and a delivery provider for Amazon Flex, and also coaches basketball at Kyrene Centennial Middle School. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach to portfolio management, utilizing proprietary methodologies and predominantly Vanguard funds and ETFs.

Kurt Engelhardt is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, TIAA-CREF, and PNC Investments. Kurt is also a commissioned notary in Mooresville. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors, offering a range of financial planning, portfolio management, and institutional services.

Syed Aamer Shah is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has previously worked at PrivaCare Private Limited and held prior roles within Vanguard entities. He also serves as a guardian for an immediate family member. 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 to set personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs.

Jennifer Astles is a financial advisor with Raymond James Financial in Concord, NC, holding Series 63 and Series 66 designations. She has 20 years of industry experience, including 13 years at Wells Fargo Advisors and over six years with Raymond James and Pinnacle Bank/Pinnacle Financial Partners. Astles also works as an associate at Pinnacle Asset Management, supporting financial advisors and client services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs in municipal and public finance as well as employer retirement plans.

Kyle Bradley is a financial advisor with Vanguard Advisers, holding a Series 66 credential and 10 years of industry experience. He has worked at Vanguard and Fidelity in various advisory and brokerage roles since 2015. His background includes experience at Texas Tech University. Vanguard Advisers provides investment advice through automated and human-supported services, primarily serving retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven approach.

Andrew Gaither is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 9 years of industry experience. He has been with Vanguard Advisers since 2019 and also has roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. Gaither previously worked at Omni Hotels and Resorts. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and principally employing Vanguard funds and ETFs. The firm manages a large number of client relationships through a combination of digital platforms and advisor teams.

Ryan Wisner is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has three years of industry experience, all with The Vanguard Group, Inc. prior to which he held various roles including at Utah Valley University and Mountain America Credit Union. Vanguard Advisers provides both 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 primarily Vanguard funds and ETFs, offering a range of customization options within its large-scale digital platform.

Iris Smith is a CFP®-credentialed financial advisor with Vanguard Advisers, bringing nine years of industry experience. She has worked with Vanguard Advisers since 2021 and has been self-employed in children's entertainment since 2018. Outside of finance, she has performed as a street entertainer at the Carolina Renaissance Festival for over a decade. 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 construct personalized portfolios mainly from Vanguard funds and ETFs, combining digital delivery with a team servicing model.

Kristin Godoy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC since 2020. She has held roles within The Vanguard Group and its affiliates since 2017. Outside of finance, she has been involved in the restaurant industry through Akahana Asian Bistro. Vanguard Advisers offers 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 construct personalized portfolios primarily composed of Vanguard funds and ETFs.

Barrett Brooks is a CFP® and Series 63 credentialed financial advisor with 19 years of industry experience. He currently works at Fidelity Investments and has previously been employed by The Vanguard Group Inc. and Linden Thomas & Company Securities, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Kelli Scott is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds a Series 66 designation and has worked at Vanguard and its affiliates since 2018, with prior experience at Merrill and Bank of America. Outside of her advisory role, she owns a personal finance coaching business offering seminars and individual sessions. 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 portfolios constructed primarily from Vanguard funds and ETFs, emphasizing personalized asset allocation and tax-aware features.

Bryan Stanfill is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining OSAIC in 2024, he worked at Triad Advisors, Inc. for 22 years. Stanfill is also president of Financial Strategies of Lake Norman Inc., a family-owned financial services firm focused on retirement and estate planning, asset protection, and tax planning. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of advisory services and employs various portfolio construction tools and third-party platforms to support client investment needs.

Dennis Del Valle is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been employed at The Vanguard Group, Inc. since 2008. Outside of his advisory role, he serves as a baseball umpire for the Wesley Chapel Athletic Association. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach combines goal-based, algorithm-driven strategies using proprietary models, with portfolios mainly composed of Vanguard funds and ETFs.

Joshua Jinks is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Albemarle Corporation, Hilton Hotels & Resorts, and US Grid Wholesale. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Nicholas Blackwood is a Series 66-credentialed advisor at Wells Fargo Clearing with one year of industry experience. He previously worked at Equitable Advisors and has a background that includes involvement in education and music activities. Outside of finance, he is a choir member at Providence United Methodist Church and works as a freelance musician. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bryant Jackson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently based in Charlotte, NC. He has one year of industry experience, having worked at several Vanguard entities since 2026 and previously with firms including Intertek Testing Services NA, Inc. and Ladenburg Thalmann & Co. Inc. Prior to his advisory career, he was employed at the University of North Carolina at Charlotte and engaged in entrepreneurial activities with Verde Salad Co. 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, with portfolios constructed largely from Vanguard funds and ETFs and offering various customization options.

Raja Abou Reslan is a CFP® and CFA® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Concord, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Michael Waldow is a CFP®-designated financial advisor with 30 years of industry experience. He is currently with Vanguard Advisers and affiliated entities, having joined the firm in 2025. His prior experience includes roles at InvestLinc Wealth Services, Measured Risk Portfolios, and Freedom Family Office, LLC. 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 a variety of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Jacob Carr is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at LPL Financial and Founders Federal Credit Union. Outside the financial industry, he is involved in retail sales coordination for Mission Essentials. 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 a range of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Johnathan Patterson is a financial advisor with Vanguard Advisers holding a Series 66 designation and five years of industry experience. He has worked at Merrill Lynch, Bank of America, Wells Fargo, and currently at Vanguard since 2020. Outside of his advisory roles, he owns and manages RJ Patterson Properties LLC. 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 approach using proprietary models to design personalized portfolios mainly composed of Vanguard funds and ETFs.