Joanne Mitchell is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with 22 years of industry experience. Her career includes multiple roles within Wells Fargo entities as well as a period at LPL Financial and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage or advisory programs.

Brett Moore is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and PNC Financial Services Group. 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-to-advisor ratio due to its scale and digital delivery model.

Kyle Williams is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He previously worked at Voya Financial Advisors and Steve and Brad Little. Outside of his advisory role, Williams is an independent insurance agent and owns a financial services business, 401KYLE.COM. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and operates a multi-manager platform with access to various program structures and third-party money managers.

William Voncanon III is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Vanguard Group and its related entities since 2010, and has worked at Vanguard Advisers since 2019. Vanguard Advisers provides automated and human-supported investment advice through 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and customization options.

Trent Chabot is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Lowe's Foods, Harris Teeter, and Winthrop University before joining The Vanguard Group in 2017. 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 to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Robert Renegar is a financial advisor at Vanguard Advisers in Charlotte, NC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Vanguard Group, Inc. since 2016. 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 and manages portfolios primarily using Vanguard funds and ETFs, emphasizing tax-aware features and customizable investment options.

Tyrone Ward Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Vanguard Advisers since 2025 and has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2021. Outside the financial sector, he works as a contracted delivery driver for DoorDash. 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 to create personalized portfolios predominantly composed of Vanguard funds and ETFs.

Mario Rudolph is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at TIAA-CREF and LPL Financial. He is currently based in Charlotte, NC. Vanguard Advisers delivers 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 to personalize asset allocations primarily through Vanguard funds and ETFs.

Faith Hurrinus is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at multiple Vanguard entities and previous entrepreneurial experience with Jarek Auto Sales, LLC. 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs, servicing a large client base through a combination of digital delivery and advisor support.

Ryan Marsh is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Mass Mutual Investors Services. Marsh also holds a fixed insurance agent role involving life, annuities, disability, long-term care, health, and group insurance products. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios primarily composed of Vanguard funds and ETFs with various customization options.

Logan Hester is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard in various roles since 2022. Prior to his advisory role, he worked in hospitality and financial services, including a position at Vidalia Restaurant. 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 to portfolio construction, leveraging Vanguard funds and ETFs with tax-aware features and customization options.

Richard Carden is a CFP® with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at several firms including Greenleaf Trust and Empower Retirement. In addition to his advisory role, he teaches business principles, leadership, and professional development at Central Piedmont Community College. 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 using proprietary models to create personalized portfolios primarily constructed from Vanguard funds and ETFs.

Richard Bibeau is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Prior to his current role, he worked at H&M Hennes & Mauritz for eight years. 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 approach using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Dwayne Wright is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2015. He holds the Series 63 designation and is based in Charlotte, NC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach. The firm manages large-scale client relationships using proprietary models and primarily invests in Vanguard funds and ETFs with tax-aware and customizable portfolio features.

Samuel Moore is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at Vanguard since 2021. Prior to that, he was employed at Techtronic Industries Power Equipment and Blythewood Gun and Gold Exchange. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering customization options such as ESG and tax-aware features.

Amalie Packard is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, and Wall Private Wealth, along with positions in university recreational departments. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios largely composed of Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Jared Mullis is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. He has been with The Vanguard Group since 2022, following prior roles at Sealing Agents and NerdsToGo. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach that employs proprietary glide-path methodology and the Vanguard Capital Markets Model to personalize asset allocations. The firm manages a large client base through a digital platform and team servicing model, primarily utilizing Vanguard funds and ETFs in its portfolios.

Brian Fay is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 1999. Based in Charlotte, NC, Fay holds Series 63 and Series 65 licenses. Vanguard Advisers provides investment advice through both automated and human-supported services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

Matthew Ciaglia is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes roles at The Vanguard Group, Looking Forward Financial LLC, P.J. Robb Variable Corp., BB&T/Crump Life Insurance Services, Merrill, Banc of America Investment Services, and Wells Fargo Clearing. Vanguard Advisers provides 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 models and offers a range of portfolio customization options, leveraging Vanguard funds and ETFs.

Quinston Little is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TIAA, Wells Fargo Advisors, and The Vanguard Group. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored plan participants, utilizing a goal-based, algorithm-driven approach with portfolios composed mainly of Vanguard funds and ETFs. The firm serves a large client base through its combination of digital platforms and human advisors.