Niren Johal is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at several Vanguard affiliates and Tristate Financial Advisors during his career. Vanguard Advisers provides automated and human‑supported investment advice to retail investors and participants in employer‑sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Joseph Kinson is a CFP® with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Townsquare Interactive, Total Quality Logistics, Novant Health Presbyterian Medical Center, Lenoir-Rhyne University, and United Parcel Service. Vanguard Advisers delivers automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach to create personalized asset allocations using mostly Vanguard funds and ETFs, and it manages a high volume of client relationships through its digital platform combined with a large advisory team.

William Lewis III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has worked at The Vanguard Group since 2019, previously spending time at Edward Jones and Andrew Roby Construction. He also holds an insurance license and maintains a limited role as an insurance agent. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using goal-based, algorithm-driven asset allocation primarily through Vanguard funds and ETFs. The firm manages a large client base with a high client-per-advisor ratio, emphasizing digital delivery and customized portfolio options.

Nathan Randall is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has one year of industry experience, having previously worked at Equitable Advisors, LLC. Outside of the financial sector, he has experience working in moving services and retail. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stacey Littlejohn is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Sweetie Flores is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds a Series 63 designation and has recently begun her career in the industry. Prior to joining Wells Fargo, her background includes positions at Southern Adventist University and Concrete Roses Life Center. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Sriraman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he held positions at PGA Tour Superstore and several universities, including the University of Valencia and the University of North Carolina Wilmington. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Max Miller is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental property in Concord, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large network of financial advisors nationwide.

Sean Seabolt is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Rhamel Brown is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo since 2016. Outside of his advisory role, he is involved in providing training through a local community organization focused on body and mind wellness. 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 sources.

Korel Mack is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 registrations and 12 years of industry experience. Mack has been with Vanguard Advisers since 2019 and is also employed by The Vanguard Group. Outside of advising, Mack works as a contracted driver for Lyft and DoorDash, and has roles as a transcriptionist and apparel designer for companies including Rev.com, Teespring, and Redbubble. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a range of customization options. The firm serves hundreds of thousands of clients through more than 2,200 advisors, emphasizing digital delivery and portfolio management with Vanguard funds and ETFs.

Nicholas Mercer is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at USAA, Fisher Investments, and the Department of the Navy. Vanguard Advisers offers 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 approach using proprietary models and primarily invests in Vanguard funds and ETFs, with a focus on scale and digital delivery.

Robert Glick is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with The Vanguard Group since 2016. 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, supported by a large team of advisors managing a high volume of client relationships.

Kendall Meyer is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes roles at TIAA-CREF Individual & Institutional Services and Atrium Health. 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 to construct personalized portfolios mainly from Vanguard funds and ETFs, combining scale with digital delivery to serve a large client base efficiently.

Glen Curtis is a CFP® professional with 15 years of experience, currently serving as an advisor at Vanguard Advisers since 2011. He holds a Series 63 designation and is based in Charlotte, NC. His entire advisory career has been with The Vanguard Group, Inc. 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 with portfolios primarily constructed from Vanguard funds and ETFs, supported by a high client-to-advisor ratio through its digital platform and team servicing model.

Grant Browne is affiliated with Wells Fargo Clearing and holds a Series 63 designation. He has less than one year of industry experience with prior roles including work at DiSys, PSP Sports, and Edison Prep. He attended Texas Christian University from 2020 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 sources.

Erik Rouault is a financial advisor at Vanguard Advisers in Charlotte, NC, with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Banker's Life and positions associated with Liberty University. 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 personalized portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a large advisory team serving hundreds of thousands of clients.

Thomas Petersen is a financial advisor at Wells Fargo Advisors in Charlotte, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Wells Fargo Clearing for ten years before joining his current firm in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services covering areas such as retirement, education, risk, and wealth-transfer planning, using proprietary research and planning tools to develop tailored recommendations.

Brent Greene is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2011. Outside of his advisory role, Greene acts as a full agent for an immediate family member’s investment matters. 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 and manages portfolios largely composed of Vanguard funds and ETFs, combining digital delivery with a large advisory team.

Scott Weynand is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Vanguard Advisers since 2016 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Weynand is based in Charlotte, NC. 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, utilizing proprietary models and primarily Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.