Brian Davis is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. He has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2012. Based in Charlotte, NC, Davis holds the Series 63 designation in addition to his CFP® credential. Vanguard Advisers offers both 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 employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, providing various customization options and tax-aware features.

Michael Dalton is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Vanguard Advisers since 2021 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory role, he has work history that includes positions at Elon University and involvement with Metro Landmarks LLC and Carmel Country Club. 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 proprietary models to create personalized portfolios primarily consisting of Vanguard funds and ETFs, and it serves a large client base through a combination of digital platforms and advisor support.

Robert Chester is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include seven years at Allstate Financial Advisors, LLC and over a decade operating The Chester Agency. Outside of his advisory work, he serves as an insurance broker for Sentinel Health Solutions Inc., focusing on health and Medicare. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and analytical tools to deliver written recommendations within annual planning engagements, offering a range of event-driven and specialized planning programs.

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 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds a Series 63 license and operates out of Charlotte, NC. His entire recorded career has been with The Vanguard Group, Inc. Vanguard Advisers offers automated and human-supported investment advice through its 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 approach to portfolio construction, utilizing Vanguard funds and ETFs, with tax-aware features and customization options.

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 in Mooresville, NC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at SagePoint Financial, OSAIC, UBS Financial Services, and other firms. Outside of his advisory work, he serves as a head coach for middle school sports. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Samuel Bruns is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Matthew Czerw is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has been with The Vanguard Group since 2022, with prior roles at DoorDash, Instacart, Chubb, Northwestern Mutual, and the University of South Carolina. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, managing a large digital platform with over 2,200 advisors.

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® with 28 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2013. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. Adams is a member of the Finance Committee for Holy Angels in Belmont, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven asset allocation with a portfolio construction focused on Vanguard funds and ETFs, delivering services at large scale through a digital platform and a team advisory model.

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 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2018, following roles at HSBC Bank USA and HSBC Securities. Vanguard Advisers provides both automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with various customization options.

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 with a Series 66 designation and six years of industry experience. He has worked at Vanguard since 2022 and previously at Edward Jones and as a self-employed advisor. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs. The firm manages a large client base through its digital platform combined with advisor service teams.

Zachariah Hamilton is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Vanguard, he held roles at State Farm and has experience coaching whitewater recreation at the U.S. National Whitewater Center. 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 composed of Vanguard funds and ETFs.