Philip Suggs is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes over two decades at OneMain Financial and his current tenure at The Vanguard Group beginning in 2020. Vanguard Advisers combines automated and human-supported investment advice to serve retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach that employs proprietary methodologies to personalize asset allocations, primarily utilizing Vanguard funds and ETFs.

James Liddington is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 65 and Series 66 designations and bringing 23 years of industry experience. His prior experience includes roles at Gladstone Wealth Partners, LPL Financial, and Northwestern Mutual Investment Services. 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 employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs with various tax-aware and customization features.

Brian Schroeder is a CFP® with 17 years of industry experience, currently serving as an advisor at Vanguard Advisers in Charlotte, NC. He has been affiliated with The Vanguard Group since 2008 and concurrently holds a role at Interface Promotions since 2009. 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 investment approach, primarily constructing portfolios from Vanguard funds and ETFs while providing tax-aware features and customization options.

Carolyn Weaver is a CFP® professional with 10 years of experience in financial advising. She has worked at Vanguard Advisers and related Vanguard entities since 2021, following six years at Aventus Investment Advisors and an earlier role at Banc Of America Investment Services. Outside of her advisory work, she serves as a fiduciary in family-related trustee and power of attorney roles. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Ryan Lee is a CFP® with 25 years of experience in the financial services industry, currently serving as an advisor at Vanguard Advisers since 2014. He has been affiliated with The Vanguard Group and its related entities since 2000. Outside of his advisory role, he works as a contract driver for a delivery service. 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 portfolio construction, utilizing proprietary models and predominantly Vanguard funds and ETFs.

Brandon Mainz is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having eight years of industry experience. His prior work includes roles at PFS Investments Inc., Stock UP LLC, and Axio Financial. Outside of advising, he works as an Uber driver in Charlotte, NC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven strategies from third-party asset managers with discretionary and separately managed account options.

Steven Reich is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience with Avantax Investment Services Inc. and Independent Tax & Financial Planners, PC. Outside of finance, Reich has been involved with the LSAA Basketball Association. 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 portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery with a team servicing model to manage a large client base efficiently.

Curtis Ackerly is a CFP® with eight years of industry experience, currently serving as an advisor at Vanguard Advisers since 2017. Prior to joining Vanguard, he held positions at Ruby Tuesday, the University of South Carolina, and the Moore School of Business. Curtis is also involved as an agent for a family business outside of his advisory role. 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 investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Blake Mathews is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Deutsche Bank and the University of Georgia before joining Vanguard. Vanguard Advisers offers 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. The firm manages a large client base through a combination of digital platforms and advisory teams.

Stephen Wang is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining LPL Financial. Outside of his advisory role, he is a business owner of Without Limit Inc., a venture unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolio programs, and institutional solutions, supported by technology tools for operational and research assistance.

Andrew Cheshire is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Wells Fargo in 2022, he spent 16 years at The Vanguard Group. Outside of his advisory role, he works part-time as a sales clerk at a retail store in Matthews, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

Michael Lewis is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with The Vanguard Group since 2007. Outside of his advisory role, he is the owner of HTM Development, LLC. 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 uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large advisor team and advanced digital platform.

John Fitch III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior firms include PNC Investments and NYLife Securities, where he worked before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services through a large network of investment adviser representatives, providing a range of solutions including financial planning, model portfolio programs, and institutional platforms.

Matthias Black is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has been with Vanguard and its affiliates since 2025. Prior to joining Vanguard, he worked in various roles across multiple industries, including media, retail, and education. 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 to construct personalized portfolios largely comprised of Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.

John Chidwick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with multiple firms, including Signature Wealth Group and Stonestreet Wealth Management. Outside of his advisory work, he is a partner at Signature Wealth Group and serves as CEO of 4 Life Investments. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Patrick Duffy is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include nearly a decade at Eaton Vance Distributors, Inc., as well as positions at TIAA, Pensionmark Financial Group, Acrisure Investment Advisory, and ADP. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives, utilizing both proprietary and third-party investment models and services.

David Monteith Jr. is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at The Vanguard Group, Inc. since 2007, including his current role since 2025. 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 constructs portfolios mainly from Vanguard funds and ETFs.

Jacob Betz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screens and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Michael Crutchfield is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include nearly a decade at TIAA and a year at CUSO Financial Services. He maintains licenses in life, accident, health insurance, and annuities. Vanguard Advisers offers automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team service model.

Selena Abraham is a financial advisor at Vanguard Advisers with 27 years of industry experience. She has been with The Vanguard Group, Inc. since 1998. Vanguard Advisers provides 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, offering portfolios primarily constructed from Vanguard funds and ETFs with various customization options.