Brian Patrick is a financial advisor at Vanguard Advisers with 10 years of industry experience. He previously worked at Fidelity Investments and Charles Schwab before joining Vanguard in 2025. He holds the Series 63 and Series 66 designations. 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, offering portfolios primarily composed of Vanguard funds and ETFs with options for tax-aware strategies and customization.

Ryan Bloom is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 19 years of industry experience. His prior work includes roles at Edward Jones, Cenacle Partners, and Morgan Stanley & Co. LLC. Bloom is also a board member and head of the finance committee for The Christian Mission, a nonprofit organization. Raymond James provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, and institutions. The firm offers non-discretionary planning tailored to client goals using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Diskin is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Edelman Financial Engines, LPL Financial LLC, TIAA, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Justin Tamayo is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Vanguard, he worked at SolarWinds and Dexian Disys, among other roles. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs with various tax-aware features.

Casey Sanchez is a financial advisor at Vanguard Advisers with two years of industry experience and holds a Series 66 designation. Prior to joining Vanguard Advisers in 2026, Sanchez worked at Coinbase Inc. and Bank of America Corporation. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

John Walker is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His background includes roles at Amazon and multiple self-employed positions. Outside of advising, he has engaged in freelance copywriting, voiceover work, food delivery, and pet sitting. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach with portfolios built largely from Vanguard funds and ETFs, combining scale with digital delivery through a team servicing model.

Walter Bay is a financial advisor at Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with The Vanguard Group since 2013. Vanguard Advisers offers 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 approach to portfolio construction, emphasizing personalized asset allocation with Vanguard funds and ETFs.

Jaron Jefferis is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2013. 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 with personalized asset allocations, primarily using Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisory teams.

Robert Clark is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He has been with Raymond James since 2013 and previously worked with Rcb Sports and the Arena Football League. Clark also serves on the finance committee of Denver United Methodist Church, where he acts as an auditor overseeing church accounts. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and firm research.

Jason Ma is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at JPMorgan Securities LLC, Bank of America, Merrill, and Wells Fargo Clearing. He is also involved as an associate at Williamson Wealth Group in Cornelius, NC, where he works as a wealth advisor managing client assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jamai Grant is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked at Vanguard in various capacities since 2022, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to joining Vanguard, he held positions at UBS Financial Services, Inc., along with diverse experience in other industries. 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 investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various customization options.

Alex Robinson is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 63 designation and has recently started his career in the industry. His prior work experience includes roles at DiSys and Blue Marlin, as well as positions outside the financial sector. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Keisha Mc Gowens is a CFP® certified financial advisor with 20 years of industry experience, currently with Vanguard Advisers since 2025. Her prior roles include eight years at TIAA-CREF and over a decade with Vanguard Marketing Corporation. 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 that incorporates proprietary models and a broad range of Vanguard funds and ETFs.

William Graupensperger is a CFP® with over 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2005. He holds a Series 63 license and is based in Charlotte, NC. 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 methodologies to set personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Lauren Nisbett is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 designations and 10 years of industry experience. She has been with Vanguard-affiliated firms since 2015, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice for 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 a combination of digital platforms and a team service model.

Alex Strittmatter is a CFP® and holds a Series 66 designation with four years of industry experience. He currently works with Vanguard Advisers and its parent company, The Vanguard Group Inc., where he has been employed since 2022. Prior to joining Vanguard, he worked in the hardware and construction sectors. 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 mainly constructed from Vanguard funds and ETFs, combining scale and digital delivery to serve a large client base.

Adam Beason is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Digital Intelligence Systems, Walmart, and UPS. 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, relying on research and analytics to guide investment decisions.

Dailen Rogers is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and having one year of industry experience. Prior to joining Vanguard, Rogers has held various roles including positions at Amazon, Randstad, and Charter Communications. Outside of financial advising, Rogers works as a contracted driver for Lyft and a delivery provider for Amazon Flex, and also coaches basketball at Kyrene Centennial Middle School. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach to portfolio management, utilizing proprietary methodologies and predominantly Vanguard funds and ETFs.

Kurt Engelhardt is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, TIAA-CREF, and PNC Investments. Kurt is also a commissioned notary in Mooresville. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors, offering a range of financial planning, portfolio management, and institutional services.

Syed Aamer Shah is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has previously worked at PrivaCare Private Limited and held prior roles within Vanguard entities. He also serves as a guardian for an immediate family member. 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 models to set personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs.