Julia Ferrintino is a financial advisor at Vanguard Advisers with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Vanguard-affiliated firms since 2010, including Vanguard Marketing Corporation and THE Vanguard Group, Inc. She is based in Charlotte, NC. Vanguard Advisers provides investment advice through both automated and human-supported services to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, and serves a large client base with its digital delivery platform.

Scott Marker is a CFP® with 20 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked at The Vanguard Group since 2006 and is also involved in sports coaching as a basketball coach at Gold Hill Middle School. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services, 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, and it manages one of the largest client bases with a combination of digital platforms and advisor teams.

William Morgan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has been with The Vanguard Group since 2021 and previously worked at Resolute Capital, TruNorth Advisors, Edward Jones, and other firms. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs alongside tax-aware and customization features.

Michael Jones is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Morgan Stanley and E*Trade Securities LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Diane Hansen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. She has also been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2010. In addition to her advisory role, she acts as an authorized agent with power of attorney for investment-related activities on behalf of her sons. 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, utilizing proprietary methodologies and primarily Vanguard funds and ETFs, with a focus on customization and tax-aware portfolio management.

Carolyn Keyes is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has been with The Vanguard Group since 2022 and previously worked in various roles including at Purdue University and Distinctive Rental Properties. 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 using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Daniel Johnson is a CFP®-designated financial advisor with Vanguard Advisers, bringing 13 years of industry experience. He has worked with Vanguard since 2017 and previously spent three years at Ronald Blue & Company. Outside of his advisory role, Johnson works as a wellness coach and contributes as a writer for Medium.com. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Samuel Donathan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Vanguard Advisers, he worked at Wells Fargo Bank and has experience as a self-employed professional. His background also includes roles at various companies such as Aramark and Lionbridge Global Sourcing Solutions. Vanguard Advisers provides both 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 utilizing Vanguard funds and ETFs, with a focus on digital delivery and scale through its platform serving hundreds of thousands of client relationships.

Richard Jones is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and previously worked at Valor Private Wealth, LLC and LPL Financial LLC. His prior roles also include positions outside the financial industry, such as at Husson University and McDonald’s. 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, supported by a large team of advisors serving hundreds of thousands of clients.

Shane Hopper is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard and its affiliates since 2011. 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 with portfolios constructed mainly from Vanguard funds and ETFs.

Phillip Quinn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes positions at Wells Fargo Clearing Services, Pacific Western Bank, and Northwestern Mutual. He is based in Charlotte, NC. 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 utilizes a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with customizable features.

Jennifer Joyner is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, where she has been serving clients for nearly ten years. She is committed to delivering clear, strategic financial guidance that helps clients preserve their assets and plan confidently for the future. Jennifer works collaboratively with affluent individuals and families to develop tailored financial plans that balance and prioritize competing financial goals throughout every stage of their financial journeys. Jennifer began her career with Bank of America nearly eleven years ago and pursued licensing examinations such as the Series 7 and 66. Her professional designations include Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She holds a High School Diploma from Eastgate Christian Academy. Raised in Maine in a military family, Jennifer values discipline, service, and integrity, principles that inform her approach as a financial advisor. She is a mother to two teenage sons and enjoys spending time cooking, camping, reading, traveling, and engaging with her non-denominational church community.

Andrew Maulding is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Vanguard Advisers since 2019 and has concurrently worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2018. His prior experience includes roles at Grace Life International and LifeWay Christian Stores. Vanguard Advisers offers automated and human-supported investment advice through its 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 and manages portfolios largely composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors.

William Dollar is a financial advisor at Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at multiple firms and organizations, including a brief period as self-employed and work with educational institutions. Vanguard Advisers provides automated and human-supported investment advice through 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 utilizing proprietary methodologies and primarily Vanguard funds and ETFs.

Gregory Powell is a financial advisor at Thrivent Investment Management with one year of industry experience. Before joining Thrivent, he worked at Joe Gibbs Racing for five years and Richard Childress Racing for four years. He holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping the services distinct.

Chase Weichman is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with executive clients to optimize their benefits and develop comprehensive wealth planning strategies across multiple areas. Chase has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant and Benefits Planning Consultant. Prior to that, he was a Financial Professional at AXA Advisors from 2017 to 2019. He holds a California Insurance License to support his work. Outside of his professional responsibilities, Chase engages in camping, fitness, football, social events with friends, and traveling.

Ryan Truscio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as work outside the financial sector, including at the YMCA and 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 utilizes a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs, emphasizing customization and tax-aware strategies.

Jeffrey Corser II is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at Sonoco and Roanoke College. Vanguard Advisers provides 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’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to set personalized asset allocations primarily composed of Vanguard funds and ETFs.

Kyle Rotthoff is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds the Series 63 and Series 65 licenses and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach tailored through proprietary models. The firm manages a large client base with more than 2,200 advisors and offers customizable portfolios primarily composed of Vanguard funds and ETFs.