Antonio Maya is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation. Prior to joining Vanguard Advisers, he has been involved in various roles including positions at Vanguard Marketing Corporation, The Vanguard Group, and entrepreneurial work with Ke-uH Restaurant/Fundador LLC. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Samuel Fulbright is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Vanguard entities since 2021, following earlier roles at On24, the University of North Carolina, Harris Teeter, and Lake Norman Charter High School. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering customization options and tax-aware features.

Andres Cordoba is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over 16 years of experience in the financial services industry, during which he has worked in various capacities including Senior Financial Consultant at TD Ameritrade; Financial Advisor at UBS Financial Services; Financial Solutions Advisor at Merrill Lynch; Banker at JP Morgan Chase; Trader at Etrade Financial; and Registered Sales Assistant at PNC Investments. As a military veteran, Andres combines his background with his financial expertise to provide straightforward and unbiased guidance. He partners with clients and their families to develop personalized financial plans aimed at achieving their unique goals. His approach focuses on helping clients make confident and informed financial decisions. Outside of his professional work, Andres has interests in camping, cars, football, gardening, military service, and outdoor adventures.

Martha Catt is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Valic Financial Advisors. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kendra Gooden is currently a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works closely with clients to develop financial plans that align with their needs and goals. Prior to this, she gained experience as a Mortgage Loan Officer at Mutual of Omaha Mortgage from 2021 to 2022 and as a Senior Financial Services Officer at State Employees' Credit Union from 2014 to 2021. Her earlier roles include Member Service Representative at Navy Federal Credit Union, Teller at Bank of America, and Teller Retail Banker at Woodforest National Bank. Kendra's professional background encompasses various areas of financial services, including wealth management, mortgage lending, and financial advising. She brings over a decade of experience in the financial sector, working with a range of clients to meet their financial needs. Outside of her professional work, Kendra has an interest in art, beach activities, family activities, music, and traveling.

Anupama Brookins is a Certified Financial Planner® at Cambridge Investment Research Advisors with eight years of industry experience. She has worked at Cambridge Investment Research since 2018 and previously held a position at Cisco Systems. Outside of her advisory role, she teaches as an adjunct professor at the University of North Carolina Charlotte and Banarasthali Vidyapith University in India, and she owns Brookins Consultancy, which provides analytics and customer insight services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisors, and proprietary model strategies.

Benjamin Bellury is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2020, he worked at TIAA and TIAA-CREF from 2005 to 2018. Outside of his advisory role, he is a partner in IEnate, LLC, a coaching and consulting business based in Charlotte, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.

Christopher Sconzo is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Vanguard-related entities since 2012 and is the owner of Family Dough, a restaurant in Mint Hill, NC. Vanguard Advisers provides 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 serves a large client base through its digital delivery and team servicing model.

Richard Drew is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Vanguard Advisers, he worked at firms including SEDNA Wealth Management, Wells Fargo Distributor, and Summit Financial. Outside of his advisory role, he is the founder and managing member of TenTen Capital, LLC, which provides real estate consulting and educational services, and he offers personal financial counseling to military service members through Magellan Federal. Vanguard Advisers delivers automated and human-supported investment advice primarily serving 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 largely from Vanguard funds and ETFs, emphasizing scale and digital delivery with a substantial advisor team supporting a large client base.

Joshua Miller is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Members Trust Company, SeCU Life Insurance Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees Credit Union. He has been with The Vanguard Group since 2022. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations largely invested in Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its digital platform and team servicing model.

Scott Tinsley is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Vanguard Advisers since 2019 and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2007. His other business activities include serving as a fiduciary in several family-related roles. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Joshua Brumbach is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as positions at the University of Georgia and Cannon Financial Strategists, Inc. 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, constructing portfolios largely from Vanguard funds and ETFs with various customization options.

Joshua Spence is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with The Vanguard Group since 2004. Outside of his advisory role, he acts as an executor and power of attorney for a family member. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base through a combination of automated platforms and advisory teams.

Ashley Martin is a financial advisor with Vanguard Advisers in Charlotte, NC. She holds Series 63 and Series 66 designations and has 12 years of industry experience. Martin has worked with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2013 and has been with Vanguard Advisers since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Dwayne Bordelon is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Edward Jones and Allstate Insurance Co. He is also employed by The Vanguard Group and Vanguard Marketing Corporation. Vanguard Advisers provides 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 primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and a team servicing model.

Edwin Porter is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Harrisburg, NC. He has four years of industry experience, including 14 years at TIAA prior to joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.

Glenn Ford Jr. is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding CFP® and Series 63 designations and bringing 29 years of industry experience. He has worked at The Vanguard Group, Inc. and its affiliates since 1999 and has been self-employed since 2026. Outside of his advisory work, Ford serves as treasurer on the board of Marvin Community Development Services Corporation, a nonprofit focused on community development, and is a general board member of the Alpha Communities Foundation, a fraternity-related nonprofit. 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 and largely invests through Vanguard funds and ETFs, supporting a high client-to-advisor ratio enabled by digital delivery and scalable portfolio management solutions.

Evan Tidwell-Weinzierl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2026. In this role, he acts as a primary point of contact for clients, delivering personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, he facilitates discussions with Wealth Management Advisors to ensure comprehensive support for clients and their families. Evan has been with Fidelity Investments since 2021, initially working as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, he gained experience at several financial firms including Wells Fargo Advisors, United Planners Financial Services, and MetLife Premier Client Group of the Carolinas. His career has focused on providing financial services and client relationship management. Outside of his professional work, Evan enjoys hiking, outdoor adventures, and spending time with his pets.

Walter Orebaugh is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. He also has experience with The Masters at Augusta National Golf Club and the University of South Carolina. Vanguard Advisers provides 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 approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Troy Spies is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2017. He has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2014. Based in Charlotte, NC, Spies holds a Series 63 designation. 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 utilizing proprietary models and primarily constructs portfolios with Vanguard funds and ETFs.