Mario Conelly is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors, LLC, Axa Equitable, and Mass Mutual Investors Services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model-based advisory approach implemented through third-party sponsors and discretionary portfolio management, providing a range of investment options and ERISA fiduciary services.

Veronica Joe is a financial advisor at Vanguard Advisers with four years of industry experience. She holds the Series 66 designation and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022. Prior to this, she spent 13 years at First Data/Remitco. 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 with portfolios built largely from Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.

Anthony Jarrett is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at Merrill, Bank of America, Amazon, and multiple positions within The Vanguard Group. He also worked at Thomas Edison State University for three years. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven investment approach that primarily uses Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships with over 2,200 advisors.

Antonio Mcdonald is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Watlow, and was involved with the Columbia Housing Authority's Moving Ahead Program. Outside of his advisory role, he has a 50% ownership stake in a bar and lounge called Big Money's Lounge. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets through a large network of advisors and provides both brokerage and advisory solutions.

Rebecca Foret is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include working at Hope Academy for six years and operating a personal business for one year. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kyle Flanary is a CFP®-designated financial advisor with Vanguard Advisers in Charlotte, NC, bringing 18 years of industry experience. He has been with Vanguard Advisers since 2015 and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2007. Outside of his advisory role, he manages a rental property business through K-Squared Properties, LLC. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, combining digital delivery with a large advisory team to serve a broad client base.

Steven Johnson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his work at Raymond James, he is the CEO of The Johnson Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes 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 advisory services uncommon among large institutional advisors.

Jared Clement is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His work history includes positions at Bank of America, Merrill, Fidelity Investments, and prior service in the United States Air Force. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Moffitt is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. He has held roles at several entities including Vanguard Marketing Corporation and The Vanguard Group, Inc., alongside prior positions outside the financial sector. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mostly from Vanguard funds and ETFs, offering various customization options, including tax-aware strategies and ESG choices.

Charles Piland Jr. is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2018 and was previously employed at Lending Club from 2012 to 2025. Vanguard Advisers offers 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 and constructs portfolios primarily from Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base.

Joseph Neal is a CFP® professional with 23 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016. Prior to that, he held positions at Raymond James Financial from 2008 to 2016 and Merrill from 2004 to 2008. 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.

Jerry Mcvean is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo since 2016. 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.

Connor Haggerty is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and five years of industry experience. He has worked at The Vanguard Group, Inc. since 2021 and previously held positions at firms including Stir, Park Avenue Securities, Guardian Life Insurance, and New York Life. Prior to his financial services career, he worked in the restaurant industry and attended the University of South Carolina. 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 methodologies and primarily invests in Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Lacey Beam is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2019, she worked at HomeTrust Bank for two years and spent four years in homemaking. Outside of her advisory work, Beam owns and operates Lacey Cakes & Beam Photography, a business specializing in baking and family portrait photography. 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 integrates research and analytics to offer diversified investment solutions and distributes various financial products through affiliated banks and insurance entities.

Franklin Hinson is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 registrations and with 24 years of industry experience. He has been with Vanguard Advisers since 2020 and has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. 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 using proprietary methodologies and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Anthony Price Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, PNC, and Dingus and Daga. Outside of his advisory role, he works as a contracted driver for Uber. Vanguard Advisers provides both 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.

Joseph Zarsky is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Fargo, Chase Bank, and the Census Bureau. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, providing a range of customization options and serving a large client base through a combination of digital platforms and advisor support.

Benjamin Johnson is a CFP® professional with 15 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Edward Jones for 14 years. Outside of his advisory work, he is involved in agricultural activities through a family limited partnership. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliation, along with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.

Michael Warren is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, and has 10 years of industry experience. He has been with Equitable Advisors since 2017, including time under its prior affiliations with AXA Advisors and Axa Equitable. Equitable Advisors serves a broad client base, including individuals of varying net worth, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and LPL-sponsored programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kelly Howe is a Series 66-credentialed financial advisor with five years of industry experience, currently with Vanguard Advisers. Prior to joining Vanguard, she held roles at the Financial Behavior Keynote Group and as Chief Financial Mom. Her experience also includes multiple positions at the University of Georgia and Market Force Information. 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 proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through digital and team-supported platforms.