Kendall Meyer is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Vanguard Advisers, he worked at TIAA-CREF Individual & Institutional Services and was self-employed for five years. 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 largely from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Glen Curtis is a CFP® with 14 years of industry experience, currently serving at Vanguard Advisers since 2011. He holds a Series 63 designation and is based in Charlotte, NC. Curtis has spent his career at The Vanguard Group, Inc., the parent company of Vanguard Advisers. Vanguard Advisers delivers 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 and manages a large client base through a combination of digital platforms and a substantial advisor team.

Erik Rouault is a financial advisor at Vanguard Advisers in Charlotte, NC, with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Banker's Life and positions associated with Liberty University. 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 personalized portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a large advisory team serving hundreds of thousands of clients.

Thomas Petersen is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a large network of financial advisors. The firm offers a broad range of planning services, including specialized areas like business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Brent Greene is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2011. Outside of his advisory role, Greene acts as a full agent for an immediate family member’s investment matters. 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 and manages portfolios largely composed of Vanguard funds and ETFs, combining digital delivery with a large advisory team.

Scott Weynand is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Vanguard Advisers since 2016 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Weynand 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 employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

Veronica Joe is a Series 66-licensed financial advisor with Vanguard Advisers, based in Charlotte, NC, with three years of industry experience. She has worked at The Vanguard Group since 2022 and previously held roles at Randstad and First Data/Remitco. 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 offers a range of customizable portfolio options constructed mainly from Vanguard funds and ETFs.

Anthony Jarrett is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at Merrill, Bank of America, Amazon, and multiple positions within The Vanguard Group. He also worked at Thomas Edison State University for three years. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven investment approach that primarily uses Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships with over 2,200 advisors.

Ian Casey is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He began his industry career in 2024 and has previous experience with Bank of America, Bankers Life, and other companies outside of finance, including management roles in pool and parking services. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated into Bank of America’s broader corporate platform.

Rebecca Foret is a Series 66-registered advisor at Merrill with four years at the firm and a total of two years in the financial industry. Her prior experience includes operating a self-directed business and working six years at Hope Academy. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kyle Flanary is a CFP®-designated financial advisor with Vanguard Advisers in Charlotte, NC, bringing 18 years of industry experience. He has been with Vanguard Advisers since 2015 and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2007. Outside of his advisory role, he manages a rental property business through K-Squared Properties, LLC. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, combining digital delivery with a large advisory team to serve a broad client base.

Steven Johnson is a financial advisor with Raymond James Financial in Cornelius, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009. Johnson is also the CEO of The Johnson Financial Group LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension and profit‑sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non‑discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by firm research and asset-allocation analysis.

Jared Clement is a financial advisor with Merrill in Concord, NC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Merrill, and Fidelity Investments, as well as service in the United States Air Force. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, providing access to various financial products and services.

Charles Piland Jr. is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2018 and was previously employed at Lending Club from 2012 to 2025. Vanguard Advisers offers 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 constructs portfolios primarily from Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base.

Joseph Neal is a CFP® professional with 23 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Based in Davidson, NC, Neal holds a Series 66 license. 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, utilizing research from Wells Fargo Investment Institute alongside third-party data.

Jerry Mcvean is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. 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 grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options alongside traditional investment products.

Connor Haggerty is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and five years of industry experience. He has worked at The Vanguard Group, Inc. since 2021 and previously held positions at firms including Stir, Park Avenue Securities, Guardian Life Insurance, and New York Life. Prior to his financial services career, he worked in the restaurant industry and attended the 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 employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Lacey Beam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She worked at HomeTrust Bank prior to joining Wells Fargo and has a background that includes homemaking. Outside of her advisory role, she owns and operates Lacey Cakes & Beam Photography, a business focused on baking and family portrait photography. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Franklin Hinson is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 registrations and with 24 years of industry experience. He has been with Vanguard Advisers since 2020 and has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. 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 investment approach using proprietary methodologies and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Anthony Price Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, PNC, and Dingus and Daga. Outside of his advisory role, he works as a contracted driver for Uber. 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 approach and manages portfolios largely composed of Vanguard funds and ETFs.