Daryl Norman is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory role, he serves as a power of attorney for his mother on investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment searches, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jessica Williams is a financial advisor with Vanguard Advisers based in Charlotte, NC. She holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Vanguard Advisers, she worked in various roles including positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as experience outside the financial industry at a cleaning company. 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 that incorporates proprietary models to set personalized asset allocations, managing large-scale client relationships through its digital platform and extensive advisor team.

Gianmarco Giannini is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Snowball Innovation Advisory, Lynden Incorporated, and MODE Growth Partners, as well as positions related to educational institutions such as the University of Washington. 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, utilizing proprietary models to personalize asset allocations and offers a range of customization options along with broad access to Vanguard funds and ETFs.

Patricia Schiffour is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo and its affiliated entities since 2015. She is based in Charlotte, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Matthew Borghi is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2021 and previously worked at Bank of America, N.A., Loose Change, OSI Restaurant Services, LLC, Amway, and Clemson University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors.

Comischell Bradley Rodriguez is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Vanguard in 2021, Rodriguez worked at New York Life Insurance Company and CUSO Financial Services. Rodriguez is the president and founder of the Kaleidoscope Institute, a nonprofit organization focused on leadership, education, marketing, and event planning. 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 and primarily constructs portfolios with Vanguard funds and ETFs.

Angelique Uku is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at Capital Ford of Charlotte and Procter & Gamble. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Errol Mccoy is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at The Vanguard Group, Inc. since 2016, following a period of self-employment from 2013 to 2020. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers a range of customizable portfolio options constructed mostly from Vanguard funds and ETFs.

Alexandria Page is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing four years of industry experience. She has worked at The Vanguard Group Inc. since 2022 and previously held roles at Liberty Mutual and Geico. Outside of advising, she works as a contract driver for Amazon Flex. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a combination of digital delivery and advisor support.

Austin Wright is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with The Vanguard Group since 2017 and previously worked in the finance department at Texas Tech University. 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 composed of Vanguard funds and ETFs, supporting a large client base through a combination of digital platforms and a team servicing model.

Cameron Seibert is a financial advisor at Vanguard Advisers with a Series 66 credential and three years of industry experience. He has worked at The Vanguard Group, Inc. since 2022 and previously held roles at Sequoia Financial Group and TFerry Custom Homes. His background also includes positions outside finance, such as work at Miami University and Brecksville Community Center. 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 constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Matthew Hecker is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with various Vanguard entities since 2017 and previously held roles at Craft Culinary and American Valet. Vanguard Advisers provides automated and human-supported investment advice through 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 models and primarily Vanguard funds and ETFs to construct portfolios with customization and tax-aware features.

William Matyi Jr. is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and previously worked at Voya Investment Management and Prudential Investment Management Services. Outside of advisory work, he manages investment properties in Davidson, NC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income plans through a centralized consulting team.

Andrea Sparks is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2015. Outside of her advisory role, she operates e-commerce businesses as a reseller on eBay and owner of an Etsy shop. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through digital delivery and a team servicing model.

Violeta Montano is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, The Vanguard Group, Inc., and prior positions in education and other sectors. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Barton Hanline is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at The Vanguard Group, Inc. and its related entities since 2019 and was previously with Metlife Securities Inc. from 2015 to 2019. Vanguard Advisers offers 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 portfolios primarily constructed from Vanguard funds and ETFs, serving hundreds of thousands of clients through a large advisor team and digital platform.

Sigourney Schreiber is a CFP® credentialed financial advisor at Vanguard Advisers with four years of industry experience. She has held roles within multiple Vanguard entities since 2021 and has prior experience in educational and healthcare settings. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a large scale digital delivery model supported by over 2,200 advisors.

Braden Radcliff is a financial advisor at Raymond James Financial with 13 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to deliver tailored non-discretionary planning and consulting, and it is noted for its municipal advisory affiliation and recent SIMPLE IRA Employer Advisory & Consulting Services program.

Eugene Filippi is a CFP® certified financial advisor with 15 years of industry experience. He currently works at Vanguard Advisers and previously held roles at Acorn Consulting and Hudson Financial Group. 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 to portfolio construction, utilizing a range of Vanguard funds and ETFs and offering customization options including ESG preferences and tax-aware features.

Kevin Peterson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and over 21 years of industry experience. He has been with The Vanguard Group since 2004. Vanguard Advisers offers automated and human-supported investment advice through 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, primarily investing in Vanguard funds and ETFs with customizable tax-aware and ESG options.