Brian Cardona is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 63 designation and has one year of industry experience. His prior roles include positions at LPL Financial, PNC Bank, and DYSIS, as well as four years at Brevard College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines in-house research with third-party analytics to support its investment decisions.

Christopher Davis Slade is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2014. 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 portfolios primarily from Vanguard funds and ETFs, offering extensive customization and tax-aware features.

Jeffrey Meader is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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.

James Wilson Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he has held various roles including positions at Snap One and multiple country clubs. Outside of his advisory work, Wilson contracts as a soccer official for adult, youth, and collegiate games. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Andrew Ordemann is a CFP® professional with 20 years of experience in the financial industry, currently with Vanguard Advisers. He has worked at The Vanguard Group since 2006 and has prior experience in real estate investment and brokerage. He is also licensed as a real estate agent, contracting with Coldwell Banker in a part-time capacity. 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 composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Christopher Bice is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include 14 years at Sagepoint Financial, Inc. and one year at OSAIC. He is also a head coach at Brawley IB Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management strategies.

Samuel Bruns is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Vanguard Group and Vanguard Marketing Corporation since 2016. Vanguard Advisers provides automated and human-supported investment advice through its 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 using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Michael High is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors, LLC. Outside of his advisory work, he has a longstanding role as a fresh foods clerk and baker at Harris Teeter in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep products, and it serves as an ERISA fiduciary when providing investment advice.

Matthew Czerw is a financial advisor at Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at DoorDash, Instacart, Chubb, Northwestern Mutual, and The Vanguard Group, where he has been since 2022. Vanguard Advisers provides automated and human-supported investment advice primarily for 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 mainly from Vanguard funds and ETFs.

Gregory Adams is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2013. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. Adams is a member of the Finance Committee for Holy Angels in Belmont, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven asset allocation with a portfolio construction focused on Vanguard funds and ETFs, delivering services at large scale through a digital platform and a team advisory model.

Jeffrey Kindley is a CFP® with six years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked with The Vanguard Group and its affiliated entities since 2020 and previously held a position with the City of Boca Raton. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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 methodologies and mostly Vanguard funds and ETFs to construct personalized portfolios.

Nalbi Erdogan is a financial advisor at Vanguard Advisers with 12 years of industry experience. He has held positions at The Vanguard Group since 2018 and previously worked at HSBC Securities and HSBC Bank USA. Erdogan holds Series 63 and Series 66 licenses. 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 with a proprietary glide-path methodology and offers a wide range of portfolio customization options using primarily Vanguard funds and ETFs.

Robin Miller is a CFP® with 18 years of industry experience, currently with Vanguard Advisers. His prior experience includes roles at PricewaterhouseCoopers, LPL Financial, and running his own advisory firm. He serves on the board of the Washington Women's in Insurance and Financial Services, a nonprofit organization. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored 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 its digital platform and over 2,200 advisors.

Brendan Friss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked in various roles including positions at Robert Half Staffing Agency, Charlotte Marketing Consultants, and Carolina Construction Products. Outside of his advisory work, he operates a sole proprietorship building and selling furniture. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Christopher Madeira is a CFP® with 15 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2011. He is based in Charlotte, NC, and holds the Series 63 designation. Outside of his advisory role, Madeira is involved in rental property investment as a landlord in Charlotte and Hilton Head Island. Vanguard Advisers offers 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 asset allocations, focusing largely on Vanguard funds and ETFs with tax-aware and customizable strategies.

Kallen Busker is a financial advisor at Vanguard Advisers in Charlotte, NC, with five years of industry experience. He holds a Series 66 designation and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2022. Prior to Vanguard, he was self-employed and held positions at Edward Jones and other companies. 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 set personalized asset allocations, largely employing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and team servicing model.

Zachariah Hamilton is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at State Farm and held teaching positions at the University of North Carolina at Charlotte and Liberty University. Outside of finance, he coaches basic whitewater maneuvers, navigation, and safety at the U.S. National Whitewater Center in Charlotte. Vanguard Advisers offers 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, constructing portfolios mainly from Vanguard funds and ETFs with options for tax-aware and ESG-focused strategies.

Michael Mcmanus is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds the CFP® and CFA® designations as well as Series 66 and Series 63 licenses. Prior to joining Vanguard in 2019, he worked at Rockland Trust Co. for six years. 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. The firm is notable for its scale, managing hundreds of thousands of client relationships with a combination of digital platforms and a large advisory team.

Davis Fox is a financial advisor at Merrill with Series 66 and Series 63 licenses and no prior industry experience. His work history includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and several other firms and organizations. He has also held various positions in community recreation and education departments. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caroline Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.