James McGuire is a financial advisor at Vanguard Advisers with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing and multiple Vanguard entities since 2013. He also serves as a power of attorney for an immediate family member. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines algorithm-driven, goal-based strategies with portfolios primarily composed of Vanguard funds and ETFs, supported by a high client-to-advisor ratio through its digital platform.

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 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at Fidelity Investments and BigFin Capital, and he is also actively involved in competitive golf through his self-employed sports business, Shotgain Golf, LLC. 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 asset allocations, largely through Vanguard funds and ETFs, and manages a large client base with a combination of digital platforms and advisor teams.

Mary Mc Lendon is a financial advisor with Vanguard Advisers in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard in 2025, she worked at UPS and was self-employed for two years. 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 create personalized asset allocations, offering portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

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 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has been employed since 2020. Prior to this, he held positions at Appalachian State University and in retail. Vanguard Advisers offers 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 and primarily invests in Vanguard funds and ETFs, while delivering services at scale through a combination of digital platforms and a large advisor team.

Lucy Blough is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Vanguard Advisers and has held roles at several related Vanguard entities since 2022, as well as prior positions at Facet Wealth, John K. McGill & Company, Modera Wealth Management, and Matrix Wealth Advisors. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, employing a goal-based, algorithm-driven approach that incorporates proprietary models and tax-aware portfolio features. The firm manages a high volume of client relationships through its digital platform and team servicing model.

Jake Brockman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Vanguard Advisers since 2025 and has prior experience at Ameriprise and Target. 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 primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through digital delivery and team servicing.

Andrew Eastland is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role starting in 2022, he worked with several organizations including Tobin & Company Investment Banking Group LLC and participated in entrepreneurial and educational roles such as at The Hurt Hub @ Davidson and Davidson College. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible 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, and offers a wide range of customization options.

Michael Ham is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at National Planning Corporation for five years before joining LPL Financial in 2017. Outside of his advisory work, Ham is involved in non-investment related business activities including real estate rental operations in Kiawah Island, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and operational tools.

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.

Darron Stover is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes nearly three decades at FSC Securities Corporation and roles at OSAIC and Vanguard affiliates. He also has a history of involvement with Rise Against Hunger. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization and tax-aware features.

Bernard Sandler is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, though clients are responsible for plan implementation and updates.

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 at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Linsco Private Ledger Corp since 2001. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and a broad suite of financial products.

Jonathan Jefferson is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and TIAA-CREF. In addition to his advisory work, he has contracted with Instacart, performing grocery shopping and delivery services. 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 utilizes a goal-based, algorithm-driven investment approach, primarily employing Vanguard funds and ETFs, with features such as tax-aware strategies and customization options.

Albert Shaffer IV is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held roles with multiple Vanguard entities since 2022 and has prior experience in education and early childhood development. 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 using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs.