Samitha Kukkillaya is a financial advisor at Vanguard Advisers with two years of industry experience. She holds the Series 66 and Series 63 licenses. Her professional background includes roles at The Vanguard Group, TIAA, and previous self-employment. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform and team servicing model.

Sm Omi is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and four years of industry experience. Their background includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Bank Asia Ltd. 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 uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, employing tax-aware strategies and offering various customization options.

Angelo Patterson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked with various Vanguard entities since 2021 and previously held positions in healthcare and financial services. 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 investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Brooke Wirtheim is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked at various Vanguard entities since 2025. Prior to her advisory role, her background includes positions at H&R Block, Eaton Corporation, and Inspire Wealth Management and Consulting. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a broad selection of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a team of more than 2,200 advisors.

Michael Rothstein is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Vanguard Advisers, he worked at Truist Advisory Services and RSM US Wealth Management LLC. Vanguard Advisers delivers 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 employs a goal-based, algorithm-driven investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Donald Feagans is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with Vanguard since 2004, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., and has additional work experience at Amazon. 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 using proprietary models to set personalized asset allocations, with portfolios built mainly from Vanguard funds and ETFs and offering a range of customization options.

Laura Wetzel is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with The Vanguard Group since 2006. Outside of her advisory role, she is listed as a custodian for a UTMA account for her daughter. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and emphasizing digital delivery at scale.

Robert Frey is a CFP®-certified financial advisor with 10 years of industry experience, currently with Vanguard Advisers. He has held multiple roles at The Vanguard Group, Inc. since 2015 and also worked at Facet and Queens University of Charlotte. Vanguard Advisers delivers 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 composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base with over 2,200 advisors.

Tyler Torcasso is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard Advisers since 2026. His prior roles include positions at The Vanguard Group and Vanguard Marketing Corporation. 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 investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, combining digital delivery with a high client-to-advisor ratio.

Irene Chandler is a financial advisor with LPL Financial in Kannapolis, NC, holding Series 63 and Series 66 licenses and over 22 years of industry experience. Her prior roles include positions at SunTrust Securities and SunTrust Advisory Services. Outside of her advisory work, she owns a small business sewing baby quilts and works as a floral designer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.

Eugene Allen is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Vanguard Advisers, he has worked at multiple firms including Apple, Inc., Target, and Enterprise Holdings. Outside of finance, Allen has experience working in retail and service at Legion Brewing. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, emphasizing customization and tax-aware features.

Jolene Philpott is a CFP® professional with 18 years of experience in the financial services industry. She has been with Edward Jones since 2008, serving clients from Salisbury, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Adam Delisle is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Walsh & Associates, LLC. His background includes roles in education at several Florida schools. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, featuring portfolios built from Vanguard funds and ETFs with options for tax-aware strategies and customization.

Stacy Ann Spencer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at LPL Financial, VendorPass, and MassMutual Investors Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.

Nicole Wiggins is a financial advisor at LPL Enterprise with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Ally Invest Securities, GoHealth LLC, Wells Fargo Clearing, and Fidelity Investments. Outside of her advisory role, she is an independent licensed insurance agent selling Medicare and life insurance products to family and close friends. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Grant Armstrong Jr. is a CFP® professional with 16 years of industry experience, currently advising at Vanguard Advisers in Charlotte, NC. His prior roles include positions at The Westridge Forest Garden, VIMA, LLC, Zeiders Enterprises, Inc., and Atlantic Commercial Investments, 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 uses a goal-based, algorithm-driven approach to portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a large client base with a digital delivery and team-based service model.

Robert Johns Jr. is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. He previously worked at Red Ventures for ten years and had brief roles at Target Corporation and The Vanguard Group. Outside of his advisory activities, he donates plasma in Charlotte, NC. 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 asset allocations, primarily composed of Vanguard funds and ETFs.

Matthew Williams is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Florida Atlantic University, and Waves Management. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, and its portfolios are composed mainly of Vanguard funds and ETFs with customizable features.

Samara Barnett is a financial advisor at Vanguard Advisers with three years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2022. Prior to that, she held positions at Broker Solutions Inc., Lakeview Loan Servicing LLC, Erie Insurance, and Highmark Inc. 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 investment approach, constructing portfolios primarily from Vanguard funds and ETFs with customizable tax-aware and ESG features.

Claudiu Antonie is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials with four years of industry experience. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior positions in various sectors including education and automation. 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 mainly from Vanguard funds and ETFs, offering customization options and tax-aware features.