Ricky Meeks Jr. is a financial advisor with Raymond James Financial in Kannapolis, NC, holding Series 63 and Series 66 credentials with 32 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, Meeks is involved in property development and management through several real estate ventures, including Carolina Property Holdings LLC and RBM Property Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Kevin Rice Jr. is a financial advisor at Vanguard Advisers with the Series 66 designation and one year of industry experience. His prior experience includes roles at Verizon Wireless, Liberty University, Central Piedmont Community College, the Social Security Administration, and service in the United States Navy. 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 uses a goal-based, algorithm-driven approach with portfolios largely constructed from Vanguard funds and ETFs.

Jonathan Crisp is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has worked in several roles within The Vanguard Group since 2025. Prior to joining Vanguard, he held positions at BTW Global and had various self-employed engagements. 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 investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs, supported by a large advisor team and scalable digital platform.

Douglas Marlow is a financial advisor at Cetera with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including Avantax Investment Services and TIAA. Cetera Investment Advisers LLC is a large nationwide firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Aaron Williams is a financial advisor at Fidelity with 10 years of industry experience. He has previously worked at TIAA-CREF and Vanguard Marketing Corporation. Outside of his advisory role, he directs Life's Cheat Code, LLC, a self-improvement business focused on musical composition and related marketing activities. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Steven Harrison is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with The Vanguard Group and its related entities since 2002. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing a substantial client base through more than 2,200 advisors.

Katheryn Woodruff is a CFP® with 21 years of experience at Vanguard Advisers, where she has worked since 2005. She holds Series 63 and Series 65 licenses and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. She is based in Charlotte, NC. 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 constructed mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform.

Michael Carter is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has worked previously at Xerox and Canon Business Process Services. Outside of his advisory role, he is contracted with Uber, providing transportation services. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a goal-based, algorithm-driven investment approach. The firm combines automated platforms with human support to manage portfolios primarily composed of Vanguard funds and ETFs, offering customization options such as ESG preferences and tax-aware features.

Tracee Schraeder is a Certified Financial Planner (CFP®) with 26 years of industry experience. She is currently with Stifel, joining the firm in 2024, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which clients can use to inform their financial decisions.

Noah Spence is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked at multiple Vanguard entities since 2024. Prior to his finance career, he held several positions related to campus recreation and wellness at Western Carolina University. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach to asset allocation and portfolio construction.

Hseng Hsiang is a CFP® professional with 22 years of industry experience currently serving at Edward Jones since 2022. Prior to this, Hsiang worked at TIAA CREF Individual & Institutional Services LLC for eight years. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Flaskerud is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Outside of finance, he owns and operates a furniture-building business. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.

Hector Lopez is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with various Wells Fargo entities since 2010. Outside of his advisory role, he creates video content for entertainment on YouTube and Rumble. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Adam Finke is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2022. Prior to that, he held roles at Freedom Boat Club, Purdue University, and various other organizations. Vanguard Advisers offers automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, and it manages a large client base through a combination of digital delivery and advisory teams.

Alexandra Thompson is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She has held various roles within Wells Fargo entities since 2009. Outside of her financial career, she serves as a yoga instructor and head of operations at Re-Invent Fitness in Matthews, NC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products through a network of over 4,000 advisors.

Lakeith Bradford is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at New York Life Insurance Company and NYLife Securities, along with prior experience at Comcast Cable. He serves as a board member of Phi Beta Sigma Fraternity, Inc., where he facilitates monthly chapter meetings and supports fraternity growth and community service. 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. The firm manages a large client base through its digital platform and offers customized portfolios constructed primarily from Vanguard funds and ETFs.

Taylor Lassiter is a Series 66-licensed financial advisor with six years of industry experience, currently serving at Vanguard Advisers. His career includes roles at Merrill Lynch, Bank of America, and JPMorgan Chase, among others. 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 and manages a large client base with a blend of automated platforms and advisory teams.

Anna Nifong is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has three years of industry experience and previously worked with firms including LPL Financial and Independent Advisor Alliance. Outside of her advisory roles, she is involved in administrative and investment-related activities with Focus Wealth Planning and Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides a range of portfolio management options and model-based solutions tailored to client objectives.

Edwin Santiago Guerra is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Vanguard in 2020, he worked at Wells Fargo and has additional experience in event management and customer service roles. Outside of the financial industry, Guerra has been involved with Pancho Villas Mexican Restaurant and Bar as a server since 2008. 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 create personalized portfolios mainly composed of Vanguard funds and ETFs.

Talley Kelsey is a CFP®-credentialed financial advisor with seven years of industry experience, currently with Vanguard Advisers in Charlotte, NC. Kelsey has been with The Vanguard Group since 2018. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach uses a goal-based, algorithm-driven methodology to create personalized portfolios primarily composed of Vanguard funds and ETFs.