Peter Campbell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Senior Solutions. He is also involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lauren Ingram is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. She previously worked at Wells Fargo Securities, LLC and Wells Fargo Advisors LLC from 2012 to 2025 before joining Vanguard in 2026. 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’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

De Wayne Venzen is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves in the U.S. Army Reserve and is also involved in music. 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 solutions, supported by a large national network of financial advisors and branch offices.

Christopher Davis Slade is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2014. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering extensive customization and tax-aware features.

James Wilson Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he has held various roles including positions at Snap One and multiple country clubs. Outside of his advisory work, Wilson contracts as a soccer official for adult, youth, and collegiate games. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Andrew Ordemann is a CFP® professional with 20 years of experience in the financial industry, currently with Vanguard Advisers. He has worked at The Vanguard Group since 2006 and has prior experience in real estate investment and brokerage. He is also licensed as a real estate agent, contracting with Coldwell Banker in a part-time capacity. Vanguard Advisers offers automated and human-supported investment advice to retail investors and 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 advisor teams.

Christopher Bice is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include 14 years at Sagepoint Financial, Inc. and one year at OSAIC. He is also a head coach at Brawley IB Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management strategies.

Samuel Bruns is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Vanguard Group and Vanguard Marketing Corporation since 2016. 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 employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Matthew Czerw is a financial advisor at Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at DoorDash, Instacart, Chubb, Northwestern Mutual, and The Vanguard Group, where he has been since 2022. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary asset allocation models and portfolios constructed mainly from Vanguard funds and ETFs.

Michael Pappas is a financial advisor at Charles Schwab with five years of industry experience. He previously worked at Vanguard Advisers and affiliated Vanguard entities for five years. Outside of his advisory roles, he was involved with At The Neck Apparel from 2020 to 2023. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and offers a centralized operational structure.

Gregory Adams is a CFP® professional with 27 years of industry experience, currently serving at Vanguard Advisers since 2013. He also works with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. Adams is a member of the Finance Committee for Holy Angels, a nonprofit organization in Belmont, NC. 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 constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and offers customized solutions including tax-aware features and multi-goal pooling.

Jeffrey Kindley is a CFP® with six years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked with The Vanguard Group and its affiliated entities since 2020 and previously held a position with the City of Boca Raton. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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 methodologies and mostly Vanguard funds and ETFs to construct personalized portfolios.

Nalbi Erdogan is a financial advisor at Vanguard Advisers with 12 years of industry experience. He has held positions at The Vanguard Group since 2018 and previously worked at HSBC Securities and HSBC Bank USA. Erdogan holds Series 63 and Series 66 licenses. Vanguard Advisers provides both 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 a proprietary glide-path methodology and offers a wide range of portfolio customization options using primarily Vanguard funds and ETFs.

Robin Miller is a CFP® with 18 years of industry experience, currently with Vanguard Advisers. His prior experience includes roles at PricewaterhouseCoopers, LPL Financial, and running his own advisory firm. He serves on the board of the Washington Women's in Insurance and Financial Services, a nonprofit organization. Vanguard Advisers provides 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 constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and over 2,200 advisors.

Christopher Madeira is a CFP® with 15 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2011. He is based in Charlotte, NC, and holds the Series 63 designation. Outside of his advisory role, Madeira is involved in rental property investment as a landlord in Charlotte and Hilton Head Island. Vanguard Advisers offers 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, focusing largely on Vanguard funds and ETFs with tax-aware and customizable strategies.

Kallen Busker is a financial advisor at Vanguard Advisers in Charlotte, NC, with five years of industry experience. He holds a Series 66 designation and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2022. Prior to Vanguard, he was self-employed and held positions at Edward Jones and other companies. 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 to set personalized asset allocations, largely employing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and team servicing model.

Zachariah Hamilton is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at State Farm and held teaching positions at the University of North Carolina at Charlotte and Liberty University. Outside of finance, he coaches basic whitewater maneuvers, navigation, and safety at the U.S. National Whitewater Center in Charlotte. Vanguard Advisers offers 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, constructing portfolios mainly from Vanguard funds and ETFs with options for tax-aware and ESG-focused strategies.

Michael Mcmanus is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds the CFP® and CFA® designations as well as Series 66 and Series 63 licenses. Prior to joining Vanguard in 2019, he worked at Rockland Trust Co. for six years. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm is notable for its scale, managing hundreds of thousands of client relationships with a combination of digital platforms and a large advisory team.

Caroline Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Glenn Slezak is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including ResiCentral, Homepoint Financial, Oxford Solutions, and Allen & Newman, PLLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.