Michael Sowers is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a 25% owner of Collard Greens Holdings LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines proprietary research with third-party analytics and offers both brokerage and advisory solutions across a wide range of financial products.

Jackson Webber is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to joining Wells Fargo, he worked at The Vanguard Group for four years and held brief roles at New York Life and as a self-employed advisor. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Douglas Merrigan is a CFP® professional with 27 years of industry experience, currently serving at Vanguard Advisers since 2012. He holds a Series 63 license and is based in Charlotte, NC. Outside of his advisory role, he manages a rental property investment. Vanguard Advisers offers 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 and constructs portfolios mainly from Vanguard funds and ETFs, providing a range of customization options and managing a large client base through its digital delivery platform.

James Mcguire is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63, Series 65, and Series 66 licenses and has 28 years of industry experience. He has been with The Vanguard Group since 2013. Outside of his advisory role, he serves as power of attorney for an immediate family member. 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 and tax-aware features.

Kristina Chuprevich is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was involved with Charlotte Motor Speedway for eight years and briefly operated Chuprevich Affordable Real Estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including both discretionary and non-discretionary options, along with affiliated mutual funds and a proprietary money market fund.

Sean Travis is a financial advisor with Edward Jones in Cornelius, NC, holding the CFP® designation and a Series 66 license. He has nine years of industry experience, including one year with Compass Group prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated services such as a trust company and proprietary mutual funds.

Evan Crook is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 65 and Series 63 licenses and five years of industry experience. Before joining Vanguard, he worked at Fidelity Investments and BigFin Capital. Outside of his advisory role, he participates as a competitive golfer in qualifiers and tournaments. 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 and largely constructs portfolios from Vanguard funds and ETFs.

Mary Mc Lendon is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Her prior work includes roles at UPS and self-employment. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options including ESG choices.

Rex Casey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at The Vanguard Group and Charles Schwab, among others. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Benjamin Mc Guire is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and five years of industry experience. He has been with Vanguard Advisers since 2026 and has concurrently worked with Vanguard Marketing Corporation and The Vanguard Group since 2020. His prior roles include positions at Aruza Marketing and Appalachian State University. 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 methodologies and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Lucy Blough is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers. She has worked at several firms including Facet Wealth, John K. McGill & Company, Inc., Modera Wealth Management, and Matrix Wealth Advisors, Inc., before joining Vanguard. She is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to create customized portfolios.

Jake Brockman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. He has been with Vanguard Advisers, Inc. since 2025 and previously worked at Ameriprise and Target. 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 and offers a range of customization options, managing a large number of client relationships through its digital platform and team servicing model.

Andrew Eastland is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and 66 designations and has five years of industry experience. His prior work history includes roles at Tobin & Company Investment Banking Group LLC and several other organizations. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Michael Ham is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He was previously with National Planning Corporation for five years before joining LPL Financial in 2017. Outside of his advisory work, he is involved with Piedmont Insurance Brokerage and Lafayette Life & National Life Group as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and investment strategies including discretionary and non-discretionary management.

Robert Williams Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Empower Advisory Group, Employers Advantage, Go Health, and Edward Jones. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Phillip Contacos is a financial advisor with Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo's research and planning tools to develop tailored recommendations.

Colin Smith is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, TIAA-CREF Individual & Institutional Services, and Bank of America. Smith is based in Charlotte, NC. Vanguard Advisers offers both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach combines proprietary models with Vanguard funds and ETFs, delivering scalable digital investment solutions.

Bernard Sandler is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to this, he was associated with Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Jennifer Keilty is a financial advisor at Vanguard Advisers with 20 years of industry experience. She holds the Series 66 designation and has been with Vanguard Advisers since 2019. Keilty is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc., where she has worked since 2015. 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 construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and extensive advisor team.

Jason Holt is a financial advisor with LPL Financial in Kannapolis, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Linsco Private Ledger Corp for 25 years. His outside activities include serving as an independent insurance agent specializing in fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services with discretion over a broad range of investment strategies and access to extensive research and technology.