Jackson Webber is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to joining Wells Fargo, he worked at The Vanguard Group for four years and held brief roles at New York Life and as a self-employed advisor. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Mcguire is a financial advisor at Vanguard Advisers with 28 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. Prior to his current role, he worked at Wells Fargo Clearing for seven years. Outside of his advisory duties, he acts as a power of attorney for an immediate family member. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a high volume of client relationships through its scale and digital delivery model.

Kristina Chuprevich is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was involved with Charlotte Motor Speedway for eight years and briefly operated Chuprevich Affordable Real Estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including both discretionary and non-discretionary options, along with affiliated mutual funds and a proprietary money market fund.

Sean Travis is a financial advisor with Edward Jones in Cornelius, NC, holding the CFP® designation and a Series 66 license. He has nine years of industry experience, including one year with Compass Group prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated services such as a trust company and proprietary mutual funds.

Evan Crook is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Vanguard, he worked at Fidelity Investments and BigFin Capital, among other firms. Outside of his advisory role, Crook is a competitive golfer participating in qualifiers and tournaments. 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, utilizing proprietary models to tailor asset allocations, primarily using Vanguard funds and ETFs.

Mary Mc Lendon is a financial advisor with Vanguard Advisers in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard in 2025, she worked at UPS and was self-employed for two years. 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 to create personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Rex Casey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at The Vanguard Group and Charles Schwab, among others. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Benjamin Mc Guire is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at various Vanguard entities since 2020 and has prior experience in marketing and university library services. 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 proprietary methodologies to create personalized asset allocations primarily using Vanguard funds and ETFs.

Lucy Blough is a CFP® with 10 years of industry experience and currently works at Vanguard Advisers. Her prior roles include positions at Facet Wealth, John K. McGill & Company, Modera Wealth Management, and Matrix Wealth Advisors. She is based in Charlotte, NC. 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 with portfolios composed mainly of Vanguard funds and ETFs, featuring various customization options and tax-aware strategies.

Jake Brockman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Vanguard Advisers since 2025 and has prior experience at Ameriprise and Target. 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 constructed primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through digital delivery and team servicing.

Andrew Eastland is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role starting in 2022, he worked with several organizations including Tobin & Company Investment Banking Group LLC and participated in entrepreneurial and educational roles such as at The Hurt Hub @ Davidson and Davidson College. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, and offers a wide range of customization options.

Michael Ham is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at National Planning Corporation for five years before joining LPL Financial in 2017. Outside of his advisory work, Ham is involved in non-investment related business activities including real estate rental operations in Kiawah Island, SC. 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 portfolios, third-party asset management, and institutional platforms, supported by research and operational tools.

Robert Williams Jr. is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has been with Vanguard and its affiliates since 2026. His prior experience includes roles at Empower Financial Services and Employers Advantage, LLC. 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 utilizing proprietary models to tailor asset allocations and primarily invests using Vanguard funds and ETFs.

Phillip Contacos is a financial advisor at Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses with 35 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that address various client needs. The firm integrates advisory services with other financial product sales and referral channels, utilizing proprietary research and planning tools to tailor recommendations.

Katie Goforth is a financial advisor with Edward Jones in Newton, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience, all with Edward Jones since 2004. She is also a member and owner of an LLC involved in investment property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Colin Smith is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, TIAA-CREF Individual & Institutional Services, and Bank of America. Smith is based in Charlotte, NC. Vanguard Advisers offers both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach combines proprietary models with Vanguard funds and ETFs, delivering scalable digital investment solutions.

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.

Bernard Sandler is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, though clients are responsible for plan implementation and updates.

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.

James Sherrill III is a financial advisor with Edward Jones in Dallas, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is an owner of a rental property in Lewisburg, WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.