Kristin Laxton is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Hickory Mechanical, Inc. and Lenoir Rhyne. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Samuel Patterson is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Vanguard Advisers, he worked at Patriot Investment Management Group Inc and has been affiliated with multiple Vanguard entities since 2023. Vanguard Advisers provides automated and human-supported investment advice primarily 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, offering customization options and tax-aware features.

Nestor Mendez is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a painting and cleaning business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Logan Shuping is a CFP® professional affiliated with Vanguard Advisers, bringing five years of industry experience. His background includes roles at The Vanguard Group, Inc., Vanguard Marketing Corporation, and Equitable Advisors, LLC. Outside of advisory work, he was involved with Warrior Golf Club, LLC for three years. Vanguard Advisers offers 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 with portfolios primarily constructed from Vanguard funds and ETFs, supporting customization options and tax-aware features.

Joshua Burrows is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 certifications and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Mitchell Comport is a CFA® charterholder with one year of industry experience. He is currently with LPL Financial and previously worked at Dimensional Fund Advisors, The Huntington National Bank, and KeyBank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Kelly Bedard is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining Vanguard, Kelly worked at Blacksburg Country Club and Randstad, among other roles. Vanguard Advisers provides automated and human-supported investment advice through Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach incorporating proprietary models and largely Vanguard funds and ETFs.

Nickolas Asch is a financial advisor at Vanguard Advisers in Charlotte, NC, with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Vanguard entities since 2023. Outside of his advisory role, he provides pet sitting services through Rover. Vanguard Advisers delivers automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs, emphasizing scale and digital delivery.

Brooklyn Mitchell is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Vanguard Advisers, Brooklyn held positions at Motorola Solutions, Marcus & Millichap, and Sands Investment Group. Outside of advisory roles, Brooklyn is involved with Legacy Property Management, LLC. 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 investment approach using proprietary methodologies and offers portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of advisors within a scalable digital delivery platform.

Kelly Zack is a Certified Financial Planner (CFP®) with 20 years of experience in the financial industry. Since 2020, Zack has been with Vanguard Advisers and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a large advisory team to manage a high volume of client relationships.

Nataly Tracy is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Royal Alliance Associates and Charles Schwab & Co., Inc. Outside of her advisory career, she owns rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and investment consulting through various programs and strategies.

Misty Calderon is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 license and 19 years of industry experience. She has worked at several firms, including TIAA, Truist Advisory Services, Wells Fargo Advisors, and LPL Financial. Outside of her advisory role, she owns Calderon Consulting Group LLC, a grant writing business for nonprofits. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations and a broad range of customization options, managing a large client base through a digital delivery platform combined with advisory support.

Djibril Diallo is a financial advisor at Wells Fargo Clearing with Series 66, Series 65, and Series 63 designations. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2025. Prior to this, he worked at The UPS Store and NorthStone Masonry and has experience in both educational and management roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research and analytics from the Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Ryan Miller is a CFP® with 17 years of industry experience, currently serving at Vanguard Advisers since 2013. He also holds roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. Miller acts as a trustee on a family member's trust. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

Steven Edwards is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Vanguard Advisers since 2019 and prior experience at Morgan Stanley and Mountain High Outfitters. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct portfolios primarily from Vanguard funds and ETFs, incorporating tax-aware features and customization options.

Richard Padow is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He previously worked at TIAA-Cref Individual & Institutional Services and Alight, Inc. His current role at Vanguard Advisers began in 2026. Vanguard Advisers offers automated and human-supported investment advice through its digital 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 using proprietary methodologies to construct portfolios mainly from Vanguard funds and ETFs, with a strong emphasis on scale and digital delivery.

Ryan Kasakove is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Vanguard in 2025. His background also includes various non-financial roles such as working at DSN Basketball Camp and Country Roads Day Camp. 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 and primarily invests in Vanguard funds and ETFs, offering several customization options and managing a large client base through a digital platform supported by over 2,200 advisors.

Dionne Mcbride is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked with Vanguard and its affiliates since 2004, including 11 years at Vanguard Advisers 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 with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large scale of client relationships through digital delivery and team servicing, focusing on personalized asset allocation and tax-aware portfolio features.

Abram Early is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. His career includes roles at The Vanguard Group, Inc. since 2015, as well as previous positions at M Holdings Securities, Dixon Hughes Goodman Wealth Advisors, and Merrill. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary methodologies to offer personalized portfolio management primarily through Vanguard funds and ETFs.

Colleen Fitzgerald is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. She has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2013. Vanguard Advisers offers automated and human-supported investment advice through digital platforms and personal advisory services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create customized portfolios primarily composed of Vanguard funds and ETFs.