Matthew Vargochik is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and accumulating three years of industry experience. His prior roles include positions at Better Mortgage, Ally Bank, Randstad, Angel Oak Home Loans, and Wyndham Capital Mortgage. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily invested in Vanguard funds and ETFs.

Alexander Hoffman is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing five years of industry experience. He has been with Vanguard since 2021 and previously coached hockey at Pineville Ice House. 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 that emphasizes personalized asset allocation and broad customization options.

James Sloan is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the College of Charleston. Details regarding his specific areas of expertise or community involvement have not been provided.

Bennett Brooks is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at LPL Financial and has an extended background connected to Clemson University in various roles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Michael Fayed is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. His prior experience includes roles at Summit Financial Group, Capital Guardian Wealth Management, and Raymond James Financial Services. He serves on the boards of the Boys and Girls Club of Gaston County, the Heart Society of Gaston County, and the Gaston Community Foundation. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Jose Amaya Crespo is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, 65, and 66 licenses and three years of industry experience. His prior roles include positions at the Internal Revenue Service, Texas Comptroller of Public Accounts, and Fidelity Investments. 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 with portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Patrick Casey is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Robinhood Financial. Outside of his advisory role, he is involved with LSC Property Management, LLC as a landlord and owner. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through a combination of technology and advisor support.

Christopher Bryan is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting business owners, executives, and successful families. He focuses on retirement planning, exit planning, tax-smart wealth strategies, employee benefit plans, alternative investments, and liquidity management. Drawing from over 30 years of experience across corporate accounting, mergers and acquisitions, commercial real estate, retirement planning, and wealth management, Chris brings a comprehensive perspective to his clients' financial and business challenges. Chris holds dual Bachelor of Science degrees in Accounting and Finance from Rutgers University and is a Certified Public Accountant. His professional designations include Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CkP), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). He collaborates closely with clients' CPAs and attorneys to coordinate tax, estate, retirement, and exit-planning strategies, emphasizing proactive, year-round planning to improve financial outcomes. Outside of his professional role, Chris serves as Treasurer of Project 440, an organization dedicated to mentoring young musicians and promoting financial literacy among underserved youth and families in the Philadelphia region. He shares his time between the Philadelphia and Los Angeles markets, serving clients across 21 states.

Xavier Rigail Checa is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo since 2015, including positions at Wells Fargo Home Mortgage and Wells Fargo Clearing Services LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Janay Donaldson is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining Ameriprise, she worked at LPL Financial, The Vanguard Group, and TIAA. Outside of finance, she is involved with Harold's Chicken and Ice Bar. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm uses proprietary research and third-party data to support its recommendations, which emphasize tax-aware withdrawal strategies and dependable income sources.

Joseph Haney is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked with Thompson Wealth Group and at Raymond James Financial Services, Inc. Outside of his advisory role, Haney is associated with Thompson Wealth Group as a non-investment related support advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Bryan Labadia is a Certified Financial Planner® with 15 years of industry experience, currently serving at Vanguard Advisers. His career includes roles at The Vanguard Group and TIAA, and he has entrepreneurial experience through Labadia Enterprises LLC and Legacy Moto Apparel. Vanguard Advisers provides goal-based, algorithm-driven investment advice to retail investors and retirement plan participants, combining automated digital platforms with human support. The firm manages a large client base using proprietary models and a broad range of Vanguard funds and ETFs.

Mohammed Abdelaziz is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Equitable Distributors, LLC for six years and held roles at American Income Life and other firms. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Eric Larose is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also has a background working at Publix Supermarkets since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a notably broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Luke Marlovits is a financial advisor at Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has recently begun his career in the financial industry. His prior work experience includes roles at Equitable Advisors and Surfs Up Acai Bowls. 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 through more than 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Nick Delvecchio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with The Vanguard Group since 2012. Vanguard Advisers provides both 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 to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Kelli Green is a financial advisor with Vanguard Advisers, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. She has been with THE Vanguard Group, Inc. since 2004 and previously worked at Windyrush Country Club from 2019 to 2022. 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 to portfolio construction, leveraging Vanguard funds and ETFs with tax-aware features and customization options.

Mandy Barton is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Keith is a financial advisor at Merrill with Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2008, based in Charlotte, NC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Davidson Carroll is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked briefly at Equitable Advisors and has held various positions in the food service and retail industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.