Ryan Truscio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and G3 Wealth Advisors. Outside of finance, he has experience in the hospitality industry and has worked in education. 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 create personalized portfolios mostly composed of Vanguard funds and ETFs, with tax-aware and customizable options.

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.

James McGuire is a financial advisor at Vanguard Advisers with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing and multiple Vanguard entities since 2013. He also serves as a power of attorney for an immediate family member. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines algorithm-driven, goal-based strategies with portfolios primarily composed of Vanguard funds and ETFs, supported by a high client-to-advisor ratio through its digital platform.

Janmall Broome is a financial advisor with Equitable Advisors, 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 provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.

Viktoria Bunkovsky is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and having 19 years of industry experience. She has worked with various entities affiliated with Equitable and AXA since 2006. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

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.

Evan Crook is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Vanguard, he worked at Fidelity Investments and BigFin Capital, among other firms. Outside of his advisory role, Crook is a competitive golfer participating in qualifiers and tournaments. 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, utilizing proprietary models to tailor asset allocations, primarily using Vanguard funds and ETFs.

Mary Mc Lendon is a financial advisor with Vanguard Advisers in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard in 2025, she worked at UPS and was self-employed for two years. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Rex Casey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at The Vanguard Group and Charles Schwab, among others. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Benjamin Mc Guire is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at various Vanguard entities since 2020 and has prior experience in marketing and university library services. 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 proprietary methodologies to create personalized asset allocations primarily using Vanguard funds and ETFs.

Lucy Blough is a CFP® with 10 years of industry experience and currently works at Vanguard Advisers. Her prior roles include positions at Facet Wealth, John K. McGill & Company, Modera Wealth Management, and Matrix Wealth Advisors. She is based in Charlotte, NC. 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 approach with portfolios composed mainly of Vanguard funds and ETFs, featuring various customization options and tax-aware strategies.

Jake Brockman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Vanguard Advisers since 2025 and has prior experience at Ameriprise and Target. 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, offering a range of customization options and managing a large client base through digital delivery and team servicing.

Andrew Eastland is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role starting in 2022, he worked with several organizations including Tobin & Company Investment Banking Group LLC and participated in entrepreneurial and educational roles such as at The Hurt Hub @ Davidson and Davidson College. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, and offers a wide range of customization options.

Michael Ham is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at National Planning Corporation for five years before joining LPL Financial in 2017. Outside of his advisory work, Ham is involved in non-investment related business activities including real estate rental operations in Kiawah Island, SC. 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 portfolios, third-party asset management, and institutional platforms, supported by research and operational tools.

Anthony Carpenter is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Robert Williams Jr. is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has been with Vanguard and its affiliates since 2026. His prior experience includes roles at Empower Financial Services and Employers Advantage, LLC. 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 utilizing proprietary models to tailor asset allocations and primarily invests using Vanguard funds and ETFs.

Calandra Bryant is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as an independent consultant for Paparazzi Accessories, specializing in jewelry and accessories sales. 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.

Mathias Rick is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously with Metlife Securities. Outside of his advisory work, he serves as Treasurer on the board for the Charlotte St. Patrick’s Day Parade Committee, helping coordinate parade logistics and financial duties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning such as divorce and estate settlement.

Colin Smith is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, TIAA-CREF Individual & Institutional Services, and Bank of America. Smith is based in Charlotte, NC. Vanguard Advisers offers both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach combines proprietary models with Vanguard funds and ETFs, delivering scalable digital investment solutions.