Tiara Leggett is a financial advisor with Vanguard Advisers, holding a Series 66 credential and beginning her industry career in 2026. Her prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Liberty University, MKS2 Technologies, and Navy Federal Credit Union. She is also the owner of Tiara DeShay, LLC, an insurance-related business. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by its proprietary glide-path methodology and advanced tax-aware features.

Bryan Raithel is a CFP® with 25 years of experience currently serving at Vanguard Advisers since 2019. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. Raithel also serves as a fiduciary agent and custodian for an immediate family member's investments. Vanguard Advisers provides automated and human-supported investment advice through platforms serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Carlos Stennis is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and approximately 20 years of industry experience. He has worked at Wells Fargo Advisors LLC since 2011 and Wachovia Bank, N.A. since 2011. Outside of his advisory role, he serves as an assistant chaplain for Trail Life USA, where he teaches biblical lessons. 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 employs a large-scale, research-driven approach and offers a range of brokerage and advisory solutions.

Ethan Mcduffie is a financial advisor with Wells Fargo Clearing holding a Series 63 designation and starting his advisory career in 2025. Prior to joining Wells Fargo, he worked in various roles including positions at DYSIS and educational institutions such as the University of North Carolina at Charlotte and Pinecrest High School. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ethan Edwards is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Fidelity Charitable and Wells Fargo Clearing Services. Outside of advising, he is involved as an owner and partner in Action Auto Group LLC, a business based in Oakboro, North Carolina. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and a mix of proprietary and third-party strategies.

Amy Lowe is a financial advisor with Morgan Stanley, holding a Series 66 credential and 14 years of industry experience. She worked at UBS Financial Services from 2011 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she has been since 2021. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Rebekah Schemahorn is a financial advisor at Primerica Advisors with 27 years of industry experience. She has held her current roles at Primerica Advisors and Primerica Financial Services since 1999. Outside of her advisory work, she owns and manages a mountain home used for short-term rentals. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Donald Johnson Jr. is a financial advisor with OSAIC in Huntersville, NC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He worked at FSC Securities Corporation for 29 years before joining OSAIC in 2023. Outside of his advisory role, he operates as an insurance agent marketing annuities. OSAIC serves a broad client base including retail and institutional investors through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Zoran Smiljanic serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 2004, beginning his career at HSBC before joining Merrill and the Utz Keller Wealth Management Group in 2017. In his current role, Zoran works closely with clients and their families to provide integrated financial advice and both short- and long-term wealth planning. His approach emphasizes understanding each client’s goals to develop tailored strategies that offer clarity and control over their financial lives. He leverages the investment insights of Merrill and the banking services of Bank of America to address various financial needs. Zoran’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He employs a holistic wealth management process that considers seven key life priorities: family, finances, health, home, leisure, work, and giving. This goal-based approach helps clients navigate changing life circumstances and evolving priorities. Zoran earned a Bachelor’s degree in Applied Economics and Management from Cornell University. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Serbo-Croatian. Originally from upstate New York, he now resides in Huntersville, where he enjoys spending time with his wife and children and exploring the Lake Norman and Charlotte areas. His personal interests include basketball, boating, cooking, golfing, hiking, skiing, and tennis.

Niren Johal is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been with Vanguard Advisers and affiliated Vanguard entities since 2025. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through digital platforms combined with advisory support.

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 at Wells Fargo Advisors with 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. She holds the Series 63 and Series 65 registrations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options tailored to clients who meet net-worth requirements, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

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 66 and Series 63 licenses and eight years of industry experience. He has worked with Wells Fargo Clearing Services since 2017 and previously held roles in associate staffing and the restaurant industry. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs situations. The firm uses proprietary research and planning tools to develop tailored recommendations, with optional implementation through its brokerage or advisory programs.

Rhamel Brown is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2012. Outside of his advisory role, he is involved in providing training for body and mind through his part ownership in 360 Student Athlete, a local community-focused organization. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

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.