Christopher Todd is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Summit Financial Group and Summit Brokerage Services Inc. since 2015, as well as a recent engagement with Upwork. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Christopher Richard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2012. He has been associated with The Vanguard Group and its related entities since 2007. 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 and manages a large client base through its digital platform combined with a team servicing model.

John Howard is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at The Vanguard Group, Vanguard Marketing Corporation, and Coca-Cola Bottling Company Consolidated. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Brandon Perkins is a Series 66 licensed financial advisor with five years of industry experience, currently with Wells Fargo Clearing in Charlotte, NC. His prior roles include positions at TD Ameritrade, DiSys, and Charter Communications. He serves as treasurer for the Revels Family Foundation, which provides scholarships. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets across more than 14,000 advisors and provides a range of brokerage and advisory solutions.

Matthew Duliba is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes roles at The Vanguard Group and PNC Financial Corporation. Outside of finance, he is involved as a TV show participant with Delirium TV LLC and engages in public speaking on mental health and overcoming adversity. 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 and mainly Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base.

Jenny Duncan is a financial advisor at Vanguard Advisers with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., RSM US Wealth Management, Emory University, and Wells Fargo Funds Distributor. 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 investment approach featuring proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Jaren Webster is a Financial Advisor with Merrill Lynch Wealth Management. He holds a Bachelor's Degree from The Ohio State University and a Juris Doctorate Degree from The University of Akron School of Law. His educational background combines law and finance, supporting his advisory role within wealth management.

Jake Gusler is a financial advisor at Merrill with a Series 66 designation and has one year of industry experience. Prior to joining Merrill, he held various positions including roles at Brew Movers, Winthrop University, and Carolina TIKI. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jaret Tidwell is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. His prior experience includes roles at Creative Planning and TIAA-CREF. 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 constructed primarily from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a team servicing model.

Rodney Steve is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He previously worked at The Vanguard Group for 18 years and spent two years at Drexel University. Outside of his advisory role, he serves as a board member for Caterpillar Ministries, contributing to strategic planning and organizational governance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexis Mchugh is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Vanguard Advisers, Alexis held roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. She is based in Charlotte, NC. 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’s approach combines goal-based, algorithm-driven asset allocation with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Thomas Sandry is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2020. He has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016. Outside of finance, he had a role at Show Pros Entertainment from 2016 to 2018. 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 investment approach with portfolios primarily composed of Vanguard funds and ETFs, supported by a combination of digital tools and advisors.

Hannah Vann is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. She has held roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2026. Prior to joining Vanguard, her work experience includes positions at RSM US, LLP, Afni, Inc., and various non-financial roles. 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 investment approach incorporating proprietary glide-path methodology and the Vanguard Capital Markets Model, with portfolios built mainly from Vanguard funds and ETFs.

Karl Curry is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Aon Hewitt Financial Advisors and Talentbridge. He is based in Charlotte, NC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Gary Samuelson is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate planning and investment services.

Thomas Harding is a Series 66 licensed financial advisor at Edward Jones with five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Otsuka America Pharmaceutical, Inc. from 2010 to 2019. 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 through a network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Logan Blough is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Vanguard Advisers since 2014. His work history also includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 methodologies and constructs portfolios largely from Vanguard funds and ETFs.

Brett Couch is a CFP® with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers in Charlotte, NC. He has been employed with The Vanguard Group, Inc. since 2013 and manages a retail grocery store, Perry's Market, outside of his advisory role. 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 that primarily employs Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Troy Jones is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Bank, NA since 2011 and has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicolae Porancea is a CFP® credentialed financial advisor with 14 years of industry experience, currently working at Vanguard Advisers since 2013. He is based in Charlotte, NC, and holds a Series 63 license. 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, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct personalized portfolios.