Jeffrey Bierbower is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group, Vanguard Marketing Corporation, and previously at Bank of America and Merrill Lynch. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models and offers a broad range of customizable portfolios primarily composed of Vanguard funds and ETFs.

Rurik Alconaba is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at TIAA Financial Services and The University of North Carolina at Charlotte. Vanguard Advisers provides both 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 largely from Vanguard funds and ETFs, supported by a large advisory team and a scalable digital platform.

Chad Poires is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Santander Securities, and Citizens Bank. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that leverages multiple advisory platforms and offers both discretionary and non-discretionary investment solutions.

Matthew Lowe is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2019. His prior roles include positions at RHI General Group, Little Guys Movers, and Sunrun Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Mitchell Nelson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2015, with prior experience at ATI Specialty Metals and Federal Express Corp. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Jason Miehle is a CFP®-certified financial advisor with 17 years of industry experience. He has been with The Vanguard Group since 2008. 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 primarily constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Mark Jones is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with Vanguard and its affiliated entities since 2019. 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 investment approach, utilizing proprietary models to create personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Daniel Brown is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Wells Fargo Clearing Services and has a background that includes roles at Associate Staffing, LLC and Publix Super Markets, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning.

Caroline Cowley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at TIAA-CREF Individual & Institutional Services and Randstad. Outside of her advisory work, she has participated in online user research surveys as an independent contractor. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets through a large network of financial advisors.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 registrations and 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by a range of model portfolios and research.

Amanda Whitlock is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and in public education within Wake County and Nash Rocky Mount schools. Outside of finance, she coaches children’s Jiu Jitsu classes at Metrolina Martial Arts in Concord, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

James Benson is a CFP® with 17 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group and Vanguard Marketing Corporation since 2018 and previously worked at Plaza Park Bank for 19 years. Outside of his advisory role, he is the owner and CEO of Benbrook Imports, Inc., a wine importing business. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios primarily composed of Vanguard funds and ETFs.

Desiree Dufresne is a financial advisor with Edward Jones in Matthews, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she owns and maintains a rental property in Matthews, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Amy Crosby is a financial advisor at Vanguard Advisers with 25 years of industry experience. She has been with The Vanguard Group, Inc. since 2002. She holds Series 63 and Series 66 designations. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs, with various customization and tax-aware features.

Antonio Maya is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles including positions at Florida International University and several restaurant ventures. 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 Vanguard funds and ETFs with various customization options and tax-aware features.

Samuel Fulbright is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Vanguard entities since 2021, following earlier roles at On24, the University of North Carolina, Harris Teeter, and Lake Norman Charter High School. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering customization options and tax-aware features.

Martha Catt is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 12 years. Martha is also involved with Catt Wealth Consulting, LLC, a business related to her LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

Douglas Russell is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Premier Transportation and Warehousing Inc. from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anupama Brookins is a CFP® professional with eight years of experience, currently serving at Cambridge Investment Research Advisors. Prior to her advisory role, she worked at Cisco Systems and operates Brookins Consultancy, providing analytics and customer insight services. She also holds adjunct faculty positions in marketing and computer science/statistics at universities in North Carolina and India, and teaches oil painting and tutors high school mathematics. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Noelle Milestone is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank since 2019, with prior experience at Heafner Financial and SunTrust Advisory Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary services, including unique offerings such as insurance-related vehicles and bank deposit sweep programs.