Shelden Flowers is a financial advisor at Edward Jones in Mooresville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive sales industry and briefly at New York Life Securities. He is also the founder and CEO of MagnaMat, a business specializing in magnetic rug locks sold on Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports a nationwide network of more than 23,700 financial advisors.

Scott Drahzal is a CFP® with 27 years of industry experience, currently serving at Vanguard Advisers since 2002. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 1999. He is president of his local homeowners association board. 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 to asset allocation and portfolio construction, primarily using Vanguard funds and ETFs.

Sarah Hind is a CFP® with 22 years of industry experience and has been with Vanguard Advisers in Charlotte, NC since 2010. She also holds a Series 66 license and has worked concurrently with Vanguard Marketing Corporation and The Vanguard Group, Inc. during her tenure. 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 proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering various customization options including tax-aware strategies and ESG exposure.

Daniel Richardson is a financial advisor at Thrivent Investment Management in Concord, NC. He holds a Series 66 designation and has professional experience at Lincoln Financial and Liberty Life Assurance prior to joining Thrivent. Richardson has been with Thrivent and its affiliated entities since 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics and combines planning with managed-account programs under a consolidated billing arrangement called “WealthPlan,” while maintaining separation between planning and portfolio management.

Steven Looser is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2008 and holds Series 63 and Series 66 designations. He operates under the business name The Looser Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Yanan Liu is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Vanguard Advisers in 2025, Liu worked at Thrivent Investment Management and Thrivent Financial, and was involved with the Impression Cultural Arts Center from 2021 to 2024. Vanguard Advisers provides 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 constructed from Vanguard funds and ETFs.

Catherine Stewart is a CFP® professional with 18 years of industry experience, currently serving at Vanguard Advisers since 2012. She holds the Series 66 designation and is based in Charlotte, NC. Outside of her advisory role, she acts as Co-Trustee for her mother's revocable trust. Vanguard Advisers provides both 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 tailor asset allocations across various savings goals, primarily utilizing Vanguard funds and ETFs.

Ethan Fesperman is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Wells Fargo Clearing in 2018, he worked at Rink & Robinson, PLLC and Associate Staffing. Outside of his financial career, he also serves as an assistant golf professional at River Oaks Golf Club, where he has been involved for over a decade. Wells Fargo Advisors is a national securities firm providing 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 leveraging research from Wells Fargo Investment Institute and third-party data sources.

Charles Thomas is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. He previously worked at Edward Jones from 2016 to 2019 and also has experience at Central Piedmont Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of advisors.

Brandon Badik is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, having worked at various Vanguard entities since 2025. His prior work includes roles outside the financial industry and at academic institutions. 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 and manages portfolios primarily composed of Vanguard funds and ETFs, emphasizing scale and digital delivery through a large advisory team.

Alejandro Navarro is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing 12 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A. He is based in Charlotte, NC. Vanguard Advisers offers 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 and manages portfolios primarily using Vanguard funds and ETFs, providing both scalable digital delivery and personalized customization options.

William Hayes III is a CFP® professional with 26 years of industry experience, currently serving at Vanguard Advisers since 1999. He holds the Series 63 designation and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations, primarily employing Vanguard funds and ETFs, and supports a large client base through a combination of digital platforms and advisor teams.

Keith Sojak is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 designations and 18 years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011 and joined Vanguard Advisers in 2026. Vanguard Advisers delivers 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Louis Maier V is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His background includes roles at Clemson University and prior experience in farming operations through L’étoile Du Nord Farm LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Sarah Fremin is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2018. Outside of her advisory role, she works part-time as an office assistant at Sheri L Major CPA, Inc. 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 with portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and tax-aware features.

Michael Sansone is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with The Vanguard Group, Inc. since 2013. Vanguard Advisers offers 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 methodologies and mainly Vanguard funds and ETFs to construct personalized portfolios.

Michael Crawford is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in multiple roles within Vanguard and its affiliates since 2024. Prior to joining Vanguard, he was employed at the University of South Carolina and has also worked in non-financial roles including positions at Blue Ocean Fish Market and Crystal Coast Landscapes. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware strategies.

Brooke Schneider is a financial advisor with Vanguard Advisers, holding a Series 66 credential and based in Charlotte, NC. She has been with Vanguard since 2025 and has experience in various roles including self-employment and positions related to education and entrepreneurial leadership. Vanguard Advisers offers 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 mainly composed of Vanguard funds and ETFs, emphasizing scale and digital delivery in its client services.

Matthew Fleming is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He has been associated with The Vanguard Group and its related entities since 2006. Fleming is based in Charlotte, NC. Vanguard Advisers offers 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 methodologies and primarily invests in Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base.

Ian Penny is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2018. Prior to his career in financial services, he worked in event management and academic support roles at Guilford College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop recommendations delivered through discrete planning engagements.