Diane Hansen is a CFP® with 16 years of industry experience currently serving at Vanguard Advisers since 2014. She has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2010. Outside of her advisory role, she acts as an authorized agent for investment-related matters on behalf of her two sons. 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 investment approach with proprietary methodologies and mostly Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

Carolyn Keyes is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has been with The Vanguard Group since 2022 and previously worked in various roles including at Purdue University and Distinctive Rental Properties. 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 methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Daniel Johnson is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2017, and previously spent three years at Ronald Blue & Company. Outside of his advisory role, he is a wellness coach and writer. 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 investment approach, constructing portfolios largely from Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and a team servicing model.

Matthew Gorham Jr. is a financial advisor at Merrill with a Series 66 designation and 5 years of industry experience. He has worked at Merrill and Bank of America N.A. since 2021 and has prior experience in various roles across multiple industries including automotive and technology. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Donathan is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2024, and previously at Wells Fargo Bank from 2020 to 2024. 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 tailor asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Ryan Harris is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and eight years of industry experience. His work history includes roles at TIAA, Merrill Lynch, Bank of America, and self-employment before joining Vanguard in 2026. 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 approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with services delivered at scale through a digital platform and a large team of advisors.

Richard Jones is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked with Valor Private Wealth, LLC and LPL Financial LLC, and has experience in both the financial and education sectors. He also held roles at Husson University and managed a personal business under Valor Private Wealth. 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 investment approach featuring proprietary asset allocation models and portfolios constructed largely from Vanguard funds and ETFs.

Shane Hopper is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Vanguard Advisers since 2019 and also holds roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. Vanguard Advisers delivers 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 methodologies to construct tax-aware portfolios mainly composed of Vanguard funds and ETFs.

Phillip Quinn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes positions at Wells Fargo Clearing Services, Pacific Western Bank, and Northwestern Mutual. He is based in Charlotte, NC. 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 utilizes a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with customizable features.

Madison Frye is a Series 66-licensed financial advisor with four years of industry experience, currently with LPL Financial. She previously worked at First Citizens Investor Services, Truist Investment Services, Truist Bank, and SunTrust. Outside of her advisory role, she has registered a sole proprietorship intended for online craft sales on Etsy.com, though it is not yet active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Andrew Maulding is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at various Vanguard entities since 2018 and previously at LifeWay Christian Stores. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that uses proprietary models and largely Vanguard funds and ETFs. The firm is notable for its scale, digital delivery, and focus on retail and plan participant clients.

William Dollar is a financial advisor at Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at multiple firms and organizations, including a brief period as self-employed and work with educational institutions. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily Vanguard funds and ETFs.

Brad Arrington is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The Vanguard Group, TIAA, and E*TRADE Capital Management. 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 combination of brokerage and advisory solutions alongside research-driven investment strategies.

Gregory Powell is a Series 66-licensed financial advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, he worked in motorsports, including positions at Joe Gibbs Racing and Richard Childress Racing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without discretionary trading authority. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Chase Weichman is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with executive clients to optimize their benefits and develop comprehensive wealth planning strategies across multiple areas. Chase has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant and Benefits Planning Consultant. Prior to that, he was a Financial Professional at AXA Advisors from 2017 to 2019. He holds a California Insurance License to support his work. Outside of his professional responsibilities, Chase engages in camping, fitness, football, social events with friends, and traveling.

Steven Gower is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2022 and at Bank of America, N.A. since 2024. Prior to his financial career, he was affiliated with the College of Charleston and the Acoaxet Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ryan Truscio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and G3 Wealth Advisors. Outside of finance, he has experience in the hospitality industry and has worked in education. 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 to create personalized portfolios mostly composed of Vanguard funds and ETFs, with tax-aware and customizable options.

Jeffrey Corser II is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at Sonoco and Roanoke College. 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’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to set personalized asset allocations primarily composed of Vanguard funds and ETFs.

Kyle Rotthoff is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds the Series 63 and Series 65 licenses and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach tailored through proprietary models. The firm manages a large client base with more than 2,200 advisors and offers customizable portfolios primarily composed of Vanguard funds and ETFs.