Janice Lowrance is a Series 66-credentialed financial advisor with Edward Jones in Mooresville, NC, where she has worked since 2007. She has 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

William Crane is a Planning Consultant at Fidelity Investments. He joined the firm in 2024 and has held positions including Financial Representative and Relationship Manager before his current role. He focuses on providing clients with financial clarity and supports them in achieving long-term success through personalized planning. His approach integrates analytical analysis and empathetic client engagement to navigate complex financial situations. William emphasizes understanding each client's unique circumstances to align strategies with their priorities. Outside of his professional responsibilities, William enjoys activities such as golfing, tennis, table tennis, traveling, and exploring culinary experiences.

Madison Auton is a financial advisor at Wells Fargo Clearing with one year of industry experience. They hold a Series 63 designation and have previous work experience at DYSIS and MBO Partners. 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 utilizes research and analytics to inform recommendations and offers both brokerage and advisory solutions through a large network of advisors.

Charles Kincaid is a Series 66 licensed financial advisor with Edward Jones, based in Harrisburg, NC, and has three years of experience in the industry. Prior to joining Edward Jones in 2023, he spent 14 years with the Federal Bureau of Investigation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Simeon Hill is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Park Avenue Securities. He is the owner of The SJH Group LLC, a holding company created for future real estate ventures. 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 centered on personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Christopher Carr is a CFP®-certified financial advisor with 27 years of industry experience, currently with Vanguard Advisers. His prior roles include positions at Citizens Securities, Inc. and TIAA-CREF. He is based in Charlotte, NC. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Camisha Anderson is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard-affiliated entities since 2021. Her prior work experience includes roles at Wells Fargo Clearing Services and RHI General Group. 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 and offers portfolios primarily built from Vanguard funds and ETFs with tax-aware and customization features.

Rafael Diaz is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at The Vanguard Group, Inc. since 2014. Outside of his primary role, he serves as an authorized agent on family members' investment accounts. 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 models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Elizabeth Battaglia is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2018, following a prior role at Retirement Direct. 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 to asset allocation, utilizing Vanguard funds and ETFs, and serves a large client base with a combined digital and team servicing model.

Trevor Mann is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Vanguard, he worked at Pacific Gateway Equity and has operated his own business, Trevor L Mann, LLC, since 2022. 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 and primarily constructs portfolios with Vanguard funds and ETFs, offering a range of customization options and servicing a large client base through a combination of digital platforms and advisor teams.

Eric Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Brady serves as a board member of the Union Fire Department, a volunteer organization providing fire and medical services to the community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across various financial topics. The firm enables clients to combine planning with managed-account programs under consolidated billing while maintaining separate planning and portfolio management services.

Daniel Dyer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at several Vanguard entities since 2022 and positions in the automotive and moving industries before that. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, and it serves a large client base through a combination of digital platforms and advisor teams.

Elisha Boyd is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. In addition to her advisory role, she owns E.B. And Associates LLC, a men's fashion business focused on wardrobe styling and consulting. 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 with portfolios primarily constructed from Vanguard funds and ETFs. The firm serves a large client base through a scalable digital platform supported by over 2,200 advisors.

Trinity Shorter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential. They have one year of industry experience and previously worked with Morgan Hunter Education and Successful Enterprises. Trinity completed their education at Howard University. 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 with portfolios primarily composed of Vanguard funds and ETFs.

Patrick Penuel Jr. is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials. He has been with Vanguard Advisers since 2026 and has been involved with other Vanguard entities since 2021. His prior experience includes positions at Trane Technologies and work in educational institutions such as North Carolina State University and Davidson Day School. 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, utilizing proprietary tools and primarily Vanguard funds and ETFs, while managing a large client base through its digital delivery and team servicing model.

Alyssa Baldyga is a financial advisor at Vanguard Advisers with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including UBS and Aston Carter. Outside of finance, her background includes roles in the restaurant and hospitality industries. Vanguard Advisers provides both automated and human-supported investment advice through digital 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a digital platform and a large advisory team.

Rick Cruz is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role, Cruz has worked at Primerica Advisors, Wells Fargo, TIAA-CREF, and has been involved in real estate sales and music recording through his ownership of several businesses. He is the owner of Biltmore Records, Inc., a music recording company. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that emphasizes personalized asset allocation through Vanguard funds and ETFs. The firm manages a large client base via its digital platform and team servicing model.

Katie Riegel is a financial advisor with Cambridge Investment Research Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Cambridge Investment Research Advisors since 2018 and is also involved as Treasurer of the Mooresville Youth Baseball Association. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of investment strategies and platform options, including proprietary models and access to third-party managers.

Machaka Young is a CFP® professional with seven years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at Amazon, Walgreens, and Northwestern Mutual. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Michael Alonso is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds the Series 66 designation and has worked previously with firms including Scottrade, TD Ameritrade, and Wells Fargo. Outside of his advisory role, he is involved as a landlord and owner of Kim Driver Properties LLC. Vanguard Advisers offers both automated and human-supported investment advice, serving retail investors and 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.