Samuel Donathan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Vanguard Advisers, he worked at Wells Fargo Bank and has experience as a self-employed professional. His background also includes roles at various companies such as Aramark and Lionbridge Global Sourcing Solutions. 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 utilizing Vanguard funds and ETFs, with a focus on digital delivery and scale through its platform serving hundreds of thousands of client relationships.

Richard Jones is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and previously worked at Valor Private Wealth, LLC and LPL Financial LLC. His prior roles also include positions outside the financial industry, such as at Husson University and McDonald’s. 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 primarily composed of Vanguard funds and ETFs, supported by a large team of advisors serving hundreds of thousands of clients.

Shane Hopper is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard and its affiliates since 2011. 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 with portfolios constructed mainly from 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. She has worked at LPL Financial since 2026 and previously held roles at First Citizens Investor Services, Truist Investment Services, Truist Bank, and SunTrust. Outside of her advisory work, Madison owns a sole proprietorship intended for future online craft sales via Etsy.com, although it is not currently active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, along with multiple management options and advanced portfolio solutions.

Andrew Maulding is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Vanguard Advisers since 2019 and has concurrently worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2018. His prior experience includes roles at Grace Life International and LifeWay Christian Stores. Vanguard Advisers offers automated and human-supported investment advice through its Digital Advisor 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 and manages portfolios largely composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors.

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 prior roles include positions at The Vanguard Group, TIAA, and E*TRADE Capital Management. 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 a combination of brokerage and advisory solutions alongside research-driven investment strategies.

Gregory Powell is a Series 66-licensed financial advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, he worked in motorsports, including positions at Joe Gibbs Racing and Richard Childress Racing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without discretionary trading authority. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Chase Weichman is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with executive clients to optimize their benefits and develop comprehensive wealth planning strategies across multiple areas. Chase has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant and Benefits Planning Consultant. Prior to that, he was a Financial Professional at AXA Advisors from 2017 to 2019. He holds a California Insurance License to support his work. Outside of his professional responsibilities, Chase engages in camping, fitness, football, social events with friends, and traveling.

Steven Gower is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2022 and at Bank of America, N.A. since 2024. Prior to his financial career, he was affiliated with the College of Charleston and the Acoaxet Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ryan Truscio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as work outside the financial sector, including at the YMCA and University of South Carolina. Vanguard Advisers provides 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 constructed mostly from Vanguard funds and ETFs, emphasizing customization and tax-aware strategies.

Jeffrey Corser II is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at Sonoco and Roanoke College. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to set personalized asset allocations primarily composed of Vanguard funds and ETFs.

Kyle Rotthoff is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds the Series 63 and Series 65 licenses and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach tailored through proprietary models. The firm manages a large client base with more than 2,200 advisors and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

Paul Pham is a financial advisor with Merrill in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to Merrill, he worked at Vanguard Marketing Corporation for two years and Bank of America, N.A. for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Douglas Merrigan is a CFP®-certified financial advisor with 28 years of industry experience. He has been with The Vanguard Group, Inc. since 2012 and is based in Charlotte, NC. Outside of his advisory role, he manages a rental property investment. 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 personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

James Mcguire is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63, Series 65, and Series 66 licenses and has 28 years of industry experience. He has been with The Vanguard Group since 2013. Outside of his advisory role, he serves as power of attorney for an immediate family member. 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 construct portfolios primarily from Vanguard funds and ETFs, offering customization options and tax-aware features.

Janmall Broome is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors, Broome worked at firms including Wells Fargo Clearing Services, Better Mortgage, and The Vanguard Group. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed TAMPs, emphasizing a combination of non-discretionary and discretionary management approaches within regulatory guidelines.

Viktoria Bunkovsky is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Equitable Advisors and related entities since 2012, including roles at Equitable Distributors, LLC and AXA Distributors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid advisory and brokerage model, emphasizing tailored client intake processes and a mix of discretionary and non-discretionary asset management.

Ashley Hedrick is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining Wells Fargo in 2021, she worked at LPL Financial LLC and The Vanguard Group, Inc. She is also involved with A Marie, a business she has been associated with for 10 years. 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 both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and analytics.