Andrew Harris is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. His prior roles include positions at Greenway Wealth Advisors, Sapere Wealth Management, and Story Financial Planning, as well as a development consulting role assisting with fundraising at Reformed Theological Seminary. Vanguard Advisers provides both automated and human-supported investment advice for retail investors and eligible retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes Vanguard funds and ETFs. The firm is notable for its scale, managing hundreds of thousands of clients through a high client-per-advisor ratio and offering a range of customizable portfolio options.

Robin Matthews is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

John Henderlite Jr. is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and Cetera Wealth Services. He serves as a board member of the Catawba Foundation Inc., a nonprofit organization involved in fiduciary responsibilities and support for Catawba College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, combining model portfolios, third-party managers, and bespoke strategies.

Christopher Taylor is a financial advisor with Vanguard Advisers, holding Series 66, Series 63, and Series 65 licenses and 12 years of industry experience. Prior to joining Vanguard in 2026, he worked at Morgan Stanley and Wells Fargo Investment Institute among other firms. He is also involved with Circle T Holdings Corp. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible 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.

Allen Roud is the principal advisor at Roud Financial Services, LLC, an independent firm based in Huntersville, NC. He holds the Series 66 designation and has 17 years of industry experience, including two years at Merrill prior to founding his current firm in 2011. Outside of his advisory role, he is a partner in an agricultural business that manages farmland. Roud Financial Services provides investment supervisory and financial planning services to individual clients. The firm employs a written Investment Policy Statement to tailor portfolios to clients’ income, tax situations, and risk tolerances, offering both ongoing advisory relationships and project-based, hourly planning options.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has worked with FSC Securities Corporation, Uwharrie Investment Advisors, Inc., and Uvest Financial Services Group, Inc. prior to her current role. Vision Capital & Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, trusts, charitable organizations, and institutional clients. The firm uses a macro-driven “core vision thesis” investment process that emphasizes asset-class diversification and correlation strategies, primarily employing mutual funds and ETFs in portfolio management.

Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.