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, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, TIAA-CREF, and PNC Investments. He is also a certified notary public based in Mooresville, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research, model portfolios, and access to various investment strategies.

Syed Aamer Shah is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at PrivaCare Private Limited for seven years before joining Vanguard in 2025. Shah also holds a fiduciary role as a guardian for an immediate family member. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary models to construct portfolios primarily using Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Jennifer Astles is a financial advisor with Raymond James Financial in Concord, NC, holding Series 63 and Series 66 designations. She has 20 years of industry experience, including 13 years at Wells Fargo Advisors and over six years with Raymond James and Pinnacle Bank/Pinnacle Financial Partners. Astles also works as an associate at Pinnacle Asset Management, supporting financial advisors and client services. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs in municipal and public finance as well as employer retirement plans.

Kyle Bradley is a financial advisor with Vanguard Advisers, holding a Series 66 credential and 10 years of industry experience. He has worked at Vanguard and Fidelity in various advisory and brokerage roles since 2015. His background includes experience at Texas Tech University. Vanguard Advisers provides investment advice through automated and human-supported services, primarily serving retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven approach.

Andrew Gaither is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 9 years of industry experience. He has been with Vanguard Advisers since 2019 and also has roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. Gaither previously worked at Omni Hotels and Resorts. 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 and principally employing Vanguard funds and ETFs. The firm manages a large number of client relationships through a combination of digital platforms and advisor teams.

Ethan Buysse is affiliated with Wells Fargo Clearing and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2021 and has prior experience at Domino’s, Sam’s Club, and BJ’s Wholesale Club. Outside of his advisory role, he works as a delivery driver for Amazon Flex and a rideshare driver for Uber. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with an advisory process grounded in modern portfolio theory.

Ryan Wisner is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential and three years of industry experience. Prior to joining Vanguard in 2023, his background includes roles at Utah Valley University, Mountain America Credit Union, and LPL Financial LLC. 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 and offers a range of portfolios constructed mainly from Vanguard funds and ETFs.

Iris Smith is a CFP®-credentialed financial advisor with Vanguard Advisers, bringing nine years of industry experience. She has worked with Vanguard Advisers since 2021 and has been self-employed in children's entertainment since 2018. Outside of finance, she has performed as a street entertainer at the Carolina Renaissance Festival for over a decade. 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 to construct personalized portfolios mainly from Vanguard funds and ETFs, combining digital delivery with a team servicing model.

Kristin Godoy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC since 2020. She has held roles within The Vanguard Group and its affiliates since 2017. Outside of finance, she has been involved in the restaurant industry through Akahana Asian Bistro. Vanguard Advisers offers both 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 construct personalized portfolios primarily composed of Vanguard funds and ETFs.

Barrett Brooks is a CFP® and Series 63 credentialed financial advisor with 19 years of industry experience. He currently works at Fidelity Investments and has previously been employed by The Vanguard Group Inc. and Linden Thomas & Company Securities, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Angela Childers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She previously worked at Merrill from 2001 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an expanded investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kelli Scott is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds a Series 66 designation and has worked at Vanguard and its affiliates since 2018, with prior experience at Merrill and Bank of America. Outside of her advisory role, she owns a personal finance coaching business offering seminars and individual sessions. 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 with portfolios constructed primarily from Vanguard funds and ETFs, emphasizing personalized asset allocation and tax-aware features.

Bryan Stanfill is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining OSAIC in 2024, he worked at Triad Advisors, Inc. for 22 years. Stanfill is also president of Financial Strategies of Lake Norman Inc., a family-owned financial services firm focused on retirement and estate planning, asset protection, and tax planning. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of advisory services and employs various portfolio construction tools and third-party platforms to support client investment needs.

Dennis Del Valle is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been employed at The Vanguard Group, Inc. since 2008. Outside of his advisory role, he serves as a baseball umpire for the Wesley Chapel Athletic Association. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach combines goal-based, algorithm-driven strategies using proprietary models, with portfolios mainly composed of Vanguard funds and ETFs.

Joshua Jinks is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Albemarle Corporation, Hilton Hotels & Resorts, and US Grid Wholesale. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Nicholas Blackwood is a Series 66-credentialed advisor at Wells Fargo Clearing with one year of industry experience. He previously worked at Equitable Advisors and has a background that includes involvement in education and music activities. Outside of finance, he is a choir member at Providence United Methodist Church and works as a freelance musician. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.