Brett Meade is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Fidelity Investments. He has also been involved in various non-financial ventures, including employment with Serious Business Painting, LLC, and work connected to Wild Labs. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through both automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and customization options.

Michael Sullivan is a financial advisor with Fidelity Investments in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Wells Fargo Bank NA and Vanguard. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Thomas Manuel is a financial advisor at OSAIC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Vanguard Group, Inc. and Gaiser Financial Group. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and access to multiple custodial and third-party platforms.

Steve Masciangelo is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds the Series 66 designation and has previously worked at TIAA-CREF before joining Vanguard in 2021. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

David Weidmayer is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and previously worked at Weidmayer Wealth Solutions, Commonwealth Financial Network, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he is the owner of Sun Towels of Indiana, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. Its platform offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional solutions.

James Murphy is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has held roles at several firms, including MML Investors Services, Mass Mutual Life Insurance, and AXA Advisors. Outside of his advisory work, Murphy is involved in Airbnb hosting as a landlord in Hilton Head, SC. 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 using proprietary models to create personalized asset allocations, with portfolios largely constructed from Vanguard funds and ETFs.

Jon Rothenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been associated with various entities within the Cetera network since 2004, including Cetera Wealth Services and Cetera Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Steven Atkins is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Tortorici is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at The Vanguard Group since 2018. Prior to that, he was employed in real estate at Weichert Realtors and Goodchild Homes from 2012 to 2017. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

April Duhigg is a CFP® with 27 years of industry experience, currently serving at Vanguard Advisers. She has been with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2011 and is the owner of River & Ridge Holdings LLC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach that utilizes proprietary models to set personalized asset allocations and manages a large scale of client relationships through digital delivery and advisory teams.

Paloma Wills is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022, following roles at Robertson Stephens and Texas Tech University. Vanguard Advisers delivers automated and human-supported investment advice through platforms like Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to tailor asset allocations and offering portfolios constructed mainly from Vanguard funds and ETFs with multiple customization options.

Daniel Hinson is a financial advisor at Vanguard Advisers with 11 years of industry experience. He has been with The Vanguard Group, Inc. since 2014 and holds Series 63 and Series 65 credentials. Vanguard Advisers provides both 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 investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Minhal Somji is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and has been in the industry since 2026. Her prior experience includes roles at Stone Press Financial Group, LPL Enterprise, NYLIFE Securities, New York Life Insurance Company, and Wells Fargo Clearing Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs, combining digital delivery with a large-scale advisor team.

Zachery Adams is a financial advisor at Edward Jones in Cornelius, NC, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and New Western Acquisitions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Kinyon Vinson is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Vinson is also a strategic advisor for a recovery center through his involvement with VBR LLC. 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 with over 14,000 financial advisors nationwide.

Curtis Caulkins is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various other companies spanning finance and hospitality sectors. Vanguard Advisers provides 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, utilizing proprietary methodologies and Vanguard funds to tailor asset allocations across multiple savings goals.

Alexander Venuti is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes positions at Wells Fargo Clearing Services, LLC, and University of North Carolina at Charlotte, as well as self-employment prior to joining Vanguard. 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 constructed mainly from Vanguard funds and ETFs, offering features such as tax-aware strategies and customization options.

Syreeta Kitchen Dukes is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Vanguard since 2007 in various capacities and is also involved in coaching at Independence High School in Charlotte, NC. Outside of her advisory role, she owns Desirae's Desserts and acts as a travel agent for G Virt So, Inc. 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 with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a high volume of clients through its digital delivery platform and a team servicing model.

Charles Girling is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Vanguard Advisers, his experience includes roles at National Life Group, Wells Fargo, Northwestern Mutual, and Stone Press Financial Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a high volume of client relationships through its digital platform and a large team of advisors.

Roman Moriarty is a CFP® professional with four years of industry experience, currently associated with LPL Financial in Charlotte, NC. His background includes roles at Ameriprise, UBS Financial Services, and The Vanguard Group. Outside of finance, he operates a small business selling car stickers and works as a model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party strategies across various asset classes.