Sebastian Serrano Santos is a Series 66 credentialed financial advisor with Vanguard Advisers. He has been with Vanguard and related entities since 2026. His prior experience includes roles at Randstad, Bella Brava LLC, The Fresh Market, and the University of South Florida. Vanguard Advisers delivers 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 largely composed of Vanguard funds and ETFs.

Christopher George is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He holds a Bachelor's degree in Business Administration from Kent State University. Christopher has over 27 years of experience as a registered Wealth Management Advisor and possesses the Sports & Entertainment Accredited Wealth Management Advisor™ designation, among other professional certifications such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Before his financial advisory career, Christopher was a professional baseball player, selected in the 7th round of the 1988 Major League Baseball draft. He competed for both the Milwaukee Brewers and the Florida Marlins over eight years, earning recognition as a three-time All Star and receiving the Ray Scarborough Minor League Player of the Year Award. His background in professional sports has shaped his approach to business through qualities like motivation, competitiveness, and strong work ethic. Christopher's client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, and retirement income. Outside of his professional work, he is involved with Ronald McDonald House Charities and enjoys spending time with his wife Katie and their two children at their home in Lake Norman. His personal interests include boating, fishing, baseball, and football, and he also coaches his children's sports teams.

Connor Braun is a CFP® with three years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked in various roles at Vanguard entities since 2022 and has prior experience including positions at Infrascale and Business Acquisition and Merger Associates. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes proprietary models and Vanguard funds and ETFs. The firm is notable for its scale, servicing hundreds of thousands of client relationships through a combination of digital platforms and a large advisor team.

Jason Brooks is a CFP® professional with 19 years of industry experience and has worked at The Vanguard Group, Inc. since 2006. He is based in Charlotte, NC and holds a Series 63 license. 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 investment approach, largely utilizing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and team servicing model.

Charles Moore III is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His previous roles include positions at Nationwide Securities and Nationwide Advisory Services, and he has been involved with Charles Moore Jr Insurance Agency since 1991. 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 various advisory and brokerage services, including financial planning and model portfolios, delivered through a large network of investment adviser representatives.

Hannah Butler is a financial advisor with Mass Mutual Investors Services holding a ChFC® designation and Series 66 license. She has six years of industry experience, including prior work at FedEx Services. Butler is a board member of the Hickory Ridge Athletic Boosters, where she volunteers and participates in fundraising activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, business owners, trusts, and charitable organizations. The firm structures its financial planning as annual, collaborative engagements using firm-approved software to analyze client goals and deliver written recommendations.

Brandon Koch is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked within various Vanguard entities since 2021. He is based in Charlotte, NC. Vanguard Advisers offers both 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, utilizing proprietary models and primarily Vanguard funds and ETFs to create personalized portfolios.

Thomas Coakley is a CFP® professional with 21 years of industry experience, all spent at The Vanguard Group since 2005. He is based in Charlotte, NC, and holds the Series 63 designation. 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 approach, using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Noah Hjelmeng is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ernst & Young, LLP and Ohio National Financial Services. 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 with portfolios primarily composed of Vanguard funds and ETFs.

John Lynch is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 65, Series 63, and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Allstate Financial Services, and Hornor, Townsend & Kent. He also serves as an insurance broker with Imprimis Financial, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes collaborative, annual financial planning engagements that utilize firm-approved software tools to analyze client goals and deliver written recommendations.

Samuel Scruggs Jr. is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Vanguard Advisers, where he has worked since 2026. Prior to this, he held positions at Consolidated Planning, Inc., TIAA, Fidelity, Equitable Advisors, and other financial services firms. Vanguard Advisers provides automated and human-supported investment advice through platforms like Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, with portfolios primarily composed of Vanguard funds and ETFs, offering tax-aware features and customization options.

Ben Neill is a CFP® with 24 years of industry experience and is currently with Vanguard Advisers in Charlotte, NC. He has been with The Vanguard Group since 2001, encompassing over two decades of tenure. 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 investment approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Moyosola Aina is a financial advisor at Vanguard Advisers with Series 63 and Series 65 credentials and one year of industry experience. Prior to Vanguard, Aina worked at Boaz Capital LLC and has a background that includes entrepreneurship through ownership of a marketing company, Toppers LLC. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Robert Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Citigroup Global Markets from 2001 to 2009. Outside of his advisory role, he is the owner and principal of a company that creates and licenses a college basketball pool for national distribution. 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 services including financial planning and portfolio management, utilizing LPL Research model portfolios and third-party subadvisors, supported by advanced operational tools.

William Brisley is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with The Vanguard Group since 2007. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs. The firm’s scale and digital delivery enable it to manage a large client base through a combined automated platform and team servicing model.

Ryan Mcgowan is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Before joining Vanguard, he held positions with QuintEvents, the New Jersey Devils, and the Carolina Hurricanes. Outside of financial services, he is involved with Suffolk Punch Brewery. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Laura Long is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked with Wells Fargo Advisors and Wells Fargo Clearing. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a network of investment adviser representatives and various technology tools.

Elizabeth Zimmerman is a financial advisor at Vanguard Advisers with 20 years of industry experience. She has been with The Vanguard Group, Inc. since 2006 and holds Series 63 and Series 66 licenses. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs.

Abbi Seid is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021, and previously at CPI Security Inc. from 2016 to 2021. 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 with portfolios primarily constructed from Vanguard funds and ETFs, combining scale and digital delivery to manage a large client base efficiently.

John Mccabe III is a financial advisor with LPL Financial based in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at Flagstar Bank, First National Bank of PA, Cetera Investment Services, Bank of America, Merrill, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on combining scale and diverse financial activities alongside its advisory platform.