Stephen Jesse is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 credential and has previously worked at firms including Cetera and CAP COM Federal Credit Union. His background also includes a marketing affiliate business from 2022 to 2023. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard 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 models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Aisha Wall is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at Fidelity Investments, The Vanguard Group, and Brinks Incorporated. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Edwards is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. He has worked at The Vanguard Group since 2021 and was previously self-employed and involved with Warrior Golf Club. 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 and manages portfolios using Vanguard funds and ETFs, supported by a large digital platform and advisory team.

Kyle Hagemeier is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group as well as service in the U.S. Navy. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, offering a range of customization options through its large-scale digital platform.

Anna Hale is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and three years of industry experience. She previously worked at Fortegra and held various roles at Florida State University, including Facilities Supervisor and Student Affairs employee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and offices.

Jason Wooten is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at The Vanguard Group since 2019, following prior roles at TIAA and PNC Investments. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through a digital platform supported by over 2,200 advisors.

Dawyne Wingo is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Clearing and Ameriprise Financial Services, Inc. based in Charlotte, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income sources and tax-efficient withdrawal strategies.

Mason Bailey is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bank of America and Merrill since 2014. Outside of his advisory role, he serves as a deacon at Newsong Church and leads domestic and international ministry trips focused on discipleship. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Daniel Speer is a CFP® and ChFC® with 19 years of experience in the financial industry. He has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct globally diversified portfolios and offers services including sub-advisory and retirement plan management.

Wynton Johnson is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Eli Lilly and Company, Lowe’s, and LaSalle Investment Management Distributors, LLC. He also has experience in education, having worked at Florida Agricultural & Mechanical University, Trinity High School, and Crosby Middle School. 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 centered on proprietary models, offering portfolios constructed mainly from Vanguard funds and ETFs with various customization features.

Tony Richardson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors LLC. Outside of his advisory role, Tony tutors students in English, Japanese, Series 7 exam preparation, and Bible Studies through WyzAnt Tutoring Company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

David Vespoli is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, LPL Financial, and Stratos Wealth Partners, Ltd. Since 2009, he has also been involved with Stratos Wealth Partners, providing investment advisory services and managing fixed insurance products. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies along with access to third-party money managers and alternative investments.

David Thomas is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Outside of his advisory role, he is the owner of Thomas Relaxation Sanctuary LLC, a business involved in tax preparation and administrative duties. 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 a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Fogarty is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Renewal by Andersen, CVS Health, and the University of South Carolina. 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 personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Ashley Rosales is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Vanguard Advisers in Charlotte, NC. She has been with Vanguard-related entities since 2013, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and primarily Vanguard funds and ETFs in portfolio construction.

Joseph Murray is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 credentials and has five years of industry experience. His work history includes roles with multiple Vanguard entities as well as experience outside the investment industry, including at South Carolina Small Business and Chelo's Waterfront Bar and Grille. 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 investment approach using proprietary models and primarily Vanguard funds and ETFs, supporting a large client base with a digital and team-servicing platform.

Jacob Grant is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at The Vanguard Group, Fidelity Investments, and Merrill. Outside of his advisory work, he owns and operates Fuego Morenito LLC, a cookie baking business based in Jacksonville, FL. 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 integrates research and analytics to support diversification and modern portfolio theory in its investment approach.

Sydney Kimball is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Alex Beilin. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kara South is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing four years of industry experience. She has previously worked with Vanguard Advisers, Inc. and The Vanguard Group, Inc. Outside of her financial advisory role, she operates South Studio Collective LLC and has worked as a contracted food courier. 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 supported by research from Wells Fargo Investment Institute and other sources.

Connor Lacz is a financial advisor with Fidelity Investments, holding a Series 66 credential. He began his advisory career in 2025 and is based in Huntersville, NC. Prior to joining Fidelity, his work experience includes various roles in education, hospitality, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.