Evan Crook is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Fidelity Investments and BigFin Capital, among other firms. Outside of his advisory role, he is also active as a competitive golfer, participating in qualifiers and tournaments. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of 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 having six years of industry experience. He has been with Vanguard Advisers since 2026 and has worked with other Vanguard-related entities since 2020. Prior to that, he held roles at Aruza Marketing, Appalachian State University, and Nike Factory Store. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisory services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily constructs portfolios with Vanguard funds and ETFs.

Lucy Blough is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers. She has worked at several firms including Facet Wealth, John K. McGill & Company, Inc., Modera Wealth Management, and Matrix Wealth Advisors, Inc., before joining Vanguard. She is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to create customized portfolios.

Jake Brockman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. He has been with Vanguard Advisers, Inc. since 2025 and previously worked at Ameriprise and Target. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations and offers a range of customization options, managing a large number of client relationships through its digital platform and team servicing model.

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 possessing 13 years of industry experience. He was previously with National Planning Corporation for five years before joining LPL Financial in 2017. Outside of his advisory work, he is involved with Piedmont Insurance Brokerage and Lafayette Life & National Life Group as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and investment strategies including discretionary and non-discretionary management.

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 at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Empower Advisory Group, Employers Advantage, Go Health, and Edward Jones. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Phillip Contacos is a financial advisor with Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo's research and planning tools to develop tailored recommendations.

Calandra Bryant is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, selling jewelry and accessories. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.

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.

Malcolm Crisp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and one year of industry experience. His work background includes roles at Western & Southern Life, Amazon, and various companies in the food service sector, as well as academic experience at Winston-Salem State University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Ethan Mcdaniel is a Series 66-registered financial advisor with Wells Fargo Clearing in Charlotte, NC, and has six years of industry experience. His prior roles include positions at Auburn University, Shutterfly Inc., RHI General Group, and Office Pride. 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.

Sheri Simpson is a financial advisor at Wells Fargo Advisors in Charlotte, NC, with 21 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services and TIAA-CREF. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options using proprietary research and tools, with services tailored to clients who meet certain net-worth criteria.

Jennifer Keilty is a financial advisor at Vanguard Advisers with 20 years of industry experience. She holds the Series 66 designation and has been with Vanguard Advisers since 2019. Keilty is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc., where she has worked since 2015. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and extensive advisor team.

Jason Holt is a financial advisor with LPL Financial in Kannapolis, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Linsco Private Ledger Corp for 25 years. His outside activities include serving as an independent insurance agent specializing in fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services with discretion over a broad range of investment strategies and access to extensive research and technology.

Jonathan Jefferson is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and TIAA-CREF. In addition to his advisory work, he has contracted with Instacart, performing grocery shopping and delivery services. 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 utilizes a goal-based, algorithm-driven investment approach, primarily employing Vanguard funds and ETFs, with features such as tax-aware strategies and customization options.

Albert Shaffer IV is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held roles with multiple Vanguard entities since 2022 and has prior experience in education and early childhood development. Vanguard Advisers provides automated and human-supported investment advice through its 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 using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs.