Darron Stover is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes nearly three decades at FSC Securities Corporation and roles at OSAIC and Vanguard affiliates. He also has a history of involvement with Rise Against Hunger. 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 using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization and tax-aware features.

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 with Wells Fargo Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses and over 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and TIAA-CREF. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

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.

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.

Matthew Peters is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Vanguard in 2013, he worked at Edward Jones from 2009 to 2010. 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 create personalized asset allocations primarily with Vanguard funds and ETFs, supported by a large digital platform and over 2,200 advisors.

Craig Parkin is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at TIAA-CREF from 2004 to 2025 and has been with Vanguard since 2025. Outside of his advisory work, Parkin is involved with TPG Retails Holdings, LLC, operating Woof Gang Bakery & Grooming. 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 digital platform supported by more than 2,200 advisors.

Katie Edwards is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at The Vanguard Group, Inc. and Ikea before joining Wells Fargo Clearing in 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing 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, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Spencer Edens is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, as well as various nonfinancial roles in the hospitality and retail sectors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various customization options.

Mitchell Coleman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, including roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation. His prior work includes positions at Northwestern Mutual and Quarterdeck Marinas, as well as experience with Semester at Sea. Vanguard Advisers provides both 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 personalize asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Shawn Fleming is a financial advisor at Vanguard Advisers with 24 years of industry experience. He has been with The Vanguard Group, Inc. since 2004 and holds Series 63 and Series 66 designations. 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 models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs.

Gavin Yohn is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has one year of industry experience and has worked with multiple Vanguard affiliates as well as Northwestern Mutual. His background also includes roles in education and retail. 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 with proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs, featuring tax-aware and customizable options.

Charles Basse is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation. Outside of his advisory role, he coaches youth soccer and manages operations at Strikers Soccer Center in Indian Trail, North Carolina. 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 provides a broad range of brokerage and advisory solutions.

Donovan Henkel is a Series 66-registered financial advisor with Wells Fargo Clearing in Charlotte, NC, with one year of industry experience. Prior to joining Wells Fargo, he worked at Equitable Advisors for one year. Outside of his financial advisory career, he serves as a baseball coach for high school seniors at The American Legion, helping players transition from high school to college baseball. 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.

Bryan Welborn is a CFP® and ChFC® professional with 19 years of experience in the financial industry. He has worked at The Vanguard Group, Inc. since 2020 and previously spent 13 years at TIAA-CREF. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base with over 2,200 advisors, combining digital delivery and team servicing.

Kathryn Burgett is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with Vanguard and its affiliates since 2014, including roles at Vanguard Marketing Corporation. Kathryn also has experience with Sanara Travels. Vanguard Advisers provides both automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm offers goal-based, algorithm-driven portfolio management using Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery model.

Nathaniel Berning is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 registrations with five years of experience at Vanguard affiliates and prior roles in education and retail. His background includes positions at The Vanguard Group, Vanguard Marketing Corporation, Kroger, and the University of Lynchburg. 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 create personalized asset allocations primarily composed of Vanguard funds and ETFs, supported by a large digital platform with over 2,200 advisors.

Brian Davis is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. He has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2012. Based in Charlotte, NC, Davis holds the Series 63 designation in addition to his CFP® credential. Vanguard Advisers offers both automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, 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, providing various customization options and tax-aware features.