Matthew Leonard is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at VisionQuest Advisors, LLC, and operates Leonard & Associates, CPA PLLC, where he has been active since 2013. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing both proprietary and third-party strategies tailored to client objectives.

Anwesha Basu is a CFP® and Series 63–licensed financial advisor with 20 years of industry experience. She has been with Vanguard Advisers since 2019 and concurrently holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. 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 approach, constructing portfolios primarily from Vanguard funds and ETFs while offering a range of customization options and tax-aware features.

Jonathan Britt is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked with several firms including Fidelity Investments, Fisher Investments, and Edward Jones. Outside of his advisory role, he owns an e-commerce business called RetroMage LLC. Vanguard Advisers delivers 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 mainly composed of Vanguard funds and ETFs.

Marc Blount is a financial advisor at Fidelity with the designations ChFC® and Series 63, and 25 years of industry experience. He worked at TIAA from 2002 to 2025 before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios of mutual funds, ETFs, and ETPs.

Tristan Proctor is a financial advisor at Vanguard Advisers with a Series 66 credential. He has been with Vanguard and its affiliated entities since 2025. Prior to his financial services career, his work experience includes roles in education and the retail and food service industries. 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 and manages portfolios mainly using Vanguard funds and ETFs, with a focus on scalable digital delivery supported by a large advisory team.

Charles Hoffecker is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Outside of his advisory work, he operates an e-commerce business specializing in sports trading cards. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various tax-aware and customization features.

Margaret Bradley is a financial advisor at Vanguard Advisers with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Vanguard-affiliated firms since 2004. Her current role at Vanguard Advisers began in 2020. Vanguard Advisers offers both 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 investment approach featuring proprietary methodologies and customizable portfolios constructed mainly from Vanguard funds and ETFs.

Matthew Dougherty is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. He has worked at multiple Vanguard affiliates since 2024 and has prior experience at Randstad and Farther Finance, among other organizations. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options.

Joanne Mitchell is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Advisors since 2011, with a brief tenure at LPL Financial from 2017 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Brett Moore is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and PNC Financial Services Group. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-to-advisor ratio due to its scale and digital delivery model.

Kyle Williams is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He previously worked at Voya Financial Advisors and Steve and Brad Little. Outside of his advisory role, Williams is an independent insurance agent and owns a financial services business, 401KYLE.COM. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and operates a multi-manager platform with access to various program structures and third-party money managers.

Jake Cheatham is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Digital Intelligence Systems, T3 Trading Group, and several educational institutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

William Voncanon III is a financial advisor at Vanguard Advisers with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard-affiliated entities since 2010. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and a team servicing model.

Trent Chabot is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Lowe's Foods, Harris Teeter, and Winthrop University before joining The Vanguard Group in 2017. 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 approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Robert Renegar is a financial advisor at Vanguard Advisers in Charlotte, NC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Vanguard Group, Inc. since 2016. 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 approach and manages portfolios primarily using Vanguard funds and ETFs, emphasizing tax-aware features and customizable investment options.

Tyrone Ward Jr. is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and four years of industry experience. He has been with Vanguard Advisers since 2025 and concurrently associated with Vanguard Marketing Corporation and The Vanguard Group since 2021. Outside of his advisory work, he also works as a contracted delivery driver. 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 create personalized asset allocations, managing large-scale client relationships primarily through digital platforms and human advisor support.

Dillon Freer is a financial advisor with Wells Fargo Clearing in Belmont, NC, holding a Series 63 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Associate Staffing and Wintergot Inc., a restaurant business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mario Rudolph is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at TIAA-CREF and LPL Financial. He is currently based in Charlotte, NC. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, using proprietary models to personalize asset allocations primarily through Vanguard funds and ETFs.

Faith Hurrinus is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Vanguard Advisers, she held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. She has also been involved with Jarek Auto Sales, LLC and worked at the University of North Carolina at Charlotte. 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 investment approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and team servicing model.

Ryan Marsh is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Mass Mutual Investors Services. Marsh also holds a fixed insurance agent role involving life, annuities, disability, long-term care, health, and group insurance products. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios primarily composed of Vanguard funds and ETFs with various customization options.